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iShares Preferred and Income Securities ETF

951 hedge funds and large institutions have $4.86B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 321 increasing their positions, 384 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 97

0.86% less ownership

Funds ownership: 38.76%37.9% (-0.86%)

3% less funds holding

Funds holding: 977951 (-26)

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

16% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 384

29% less capital invested

Capital invested by funds: $6.81B → $4.86B (-$1.95B)

75% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $46.8M

Holders
951
Holders Change
-26
Holders Change %
-2.66%
% of All Funds
15.16%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
98
Increased
321
Reduced
384
Closed
97
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
476
Adell Harriman & Carpenter
Texas
$694K -$65.6K -2,043 -8%
CFA
477
Compass Financial Advisors
Indiana
$693K +$13.6K +423 +2%
RC
478
Roundview Capital
New Jersey
$688K +$707K +22,022 New
SWM
479
SeaCrest Wealth Management
New York
$675K -$56.2K -1,749 -7%
Fidelity Investments
480
Fidelity Investments
Massachusetts
$675K -$98.8M -3,075,633 -99%
KWS
481
Keystone Wealth Services
California
$671K +$127K +3,950 +23%
TYCC
482
Texas Yale Capital Corp
Florida
$666K +$482 +15 +0.1%
CAM
483
Carret Asset Management
New York
$663K -$28.7K -893 -4%
JIC
484
Joel Isaacson & Co
New York
$663K -$673K -20,955 -50%
GIA
485
Gladstone Institutional Advisory
Florida
$662K +$30.4K +947 +5%
SC
486
Swan Capital
Florida
$661K +$680K +21,163 New
AAS
487
Ameritas Advisory Services
Nebraska
$658K -$503K -15,673 -43%
VST
488
Van Strum & Towne
California
$656K +$675K +21,025 New
CA
489
Cumberland Advisors
Florida
$656K
CSB
490
City State Bank
Iowa
$655K -$64.2K -2,000 -9%
HCM
491
Hollencrest Capital Management
California
$653K +$1.38K +43 +0.2%
MFG
492
Magnus Financial Group
New York
$652K -$338K -10,513 -33%
IWM
493
Integris Wealth Management
California
$650K -$931 -29 -0.1%
AWM
494
Axxcess Wealth Management
California
$644K +$316K +9,847 +91%
VFM
495
Valley Financial Management
New York
$641K -$277K -8,615 -30%
AOWM
496
Alpha Omega Wealth Management
Virginia
$638K +$1.86K +58 +0.3%
DIA
497
Dana Investment Advisors
Wisconsin
$636K +$74.6K +2,323 +13%
FMC
498
First Merchants Corp
Indiana
$634K -$57K -1,775 -8%
SBIA
499
Sheaff Brock Investment Advisors
Indiana
$632K -$30.4K -946 -4%
AF
500
Allworth Financial
California
$631K +$21.2K +660 +3%

PFF Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2023, worth a combined $4.86B — down 29% from $6.81B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PFF positions and 97 closed out — a net gain of 1 holder — while 321 added to existing stakes and 384 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $98.8M.

  • 951 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2023, down from 977 in Q4 2022.
  • Funds reported $4.86B of iShares Preferred and Income Securities ETF stock for Q1 2023, down 29% quarter-over-quarter.
  • 98 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2023 and 97 closed out, a net change of +1 holder.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2023 was Goldman Sachs, an estimated $53.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2023 was Fidelity Investments, an estimated $98.8M sold.

Based on aggregated 13F filings for Q1 2023.