iShares Preferred and Income Securities ETF
957 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 404 reducing their positions, and 76 closing their positions.
42% more call options, than puts
Call options by funds: $17M | Put options by funds: $12M
11% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 76
0.1% less ownership
Funds ownership: 38.37% → 38.27% (-0.1%)
0% less funds holding
Funds holding: 960 → 957 (-3)
2% less capital invested
Capital invested by funds: $5B → $4.92B (-$75.6M)
3% less funds holding in top 10
Funds holding in top 10: 35 → 34 (-1)
18% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 404
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$46.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$43.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.6M |
| 4 |
Rockefeller Capital Management
New York
|
+$23.8M |
| 5 |
JP Morgan Chase
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$33.6M |
| 2 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$16.7M |
| 3 |
RCI
RS Crum Inc
Newport Beach,
California
|
-$16.2M |
| 4 |
Morgan Stanley
New York
|
-$14.3M |
| 5 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
-$14.1M |
PFF Hedge Fund Activity: Q3 2023 in Review
957 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2023, worth a combined $4.92B — down 1.5% from $5B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new PFF positions and 76 closed out — a net gain of 8 holders — while 333 added to existing stakes and 404 trimmed.
The largest buyer was HRT Financial, adding an estimated $46.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $33.6M sold.
- 957 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2023, down from 960 in Q2 2023.
- Funds reported $4.92B of iShares Preferred and Income Securities ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 84 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2023 and 76 closed out, a net change of +8 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q3 2023 was HRT Financial, an estimated $46.7M added.
- The largest iShares Preferred and Income Securities ETF seller in Q3 2023 was Ocean Park Asset Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2023.