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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
WAM
501
Weatherly Asset Management
California
$629K -$81.5K -2,538 -11%
GFS
502
GYL Financial Synergies
Connecticut
$629K -$23.7K -739 -4%
LMKC
503
L.M. Kohn & Company
Ohio
$628K +$5.11K +159 +0.8%
AA
504
Aire Advisors
California
$627K -$560K -17,434 -46%
PVM
505
Palogic Value Management
Texas
$624K
FCA
506
FinTrust Capital Advisors
South Carolina
$623K
FFA
507
Farther Finance Advisors
California
$622K +$293K +9,112 +84%
CA
508
CGN Advisors
Kansas
$618K +$29.8K +929 +5%
PA
509
Procyon Advisors
Connecticut
$617K +$5.07K +158 +0.8%
CPA
510
Cardiff Park Advisors
California
$616K +$5.81K +181 +0.9%
APP
511
Avantax Planning Partners
Iowa
$612K -$31.1K -967 -5%
IFA
512
Interactive Financial Advisors
Illinois
$606K -$18.2K -567 -3%
CAWM
513
Capital Advisors Wealth Management
Washington
$602K +$168K +5,239 +37%
AA
514
Advisory Alpha
Michigan
$601K +$618K +19,253 New
MSFS
515
Main Street Financial Solutions
Pennsylvania
$597K +$15.8K +492 +3%
BCA
516
Bay Colony Advisors
Massachusetts
$593K -$326K -10,148 -35%
VA
517
Valmark Advisers
Ohio
$592K +$40K +1,244 +7%
NA
518
Nottingham Advisors
New York
$592K -$1.61K -50 -0.3%
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$589K +$81.7K +2,544 +16%
First Manhattan
520
First Manhattan
New York
$588K
MLA
521
My Legacy Advisors
Oregon
$586K -$82.4K -2,566 -12%
BC
522
Burney Company
Virginia
$586K +$26.9K +837 +5%
WJA
523
Willis Johnson & Associates
Texas
$585K
BL
524
BCWM LLC
Kansas
$583K +$49.2K +1,531 +9%
JAG
525
Journey Advisory Group
Kentucky
$582K +$174K +5,417 +41%

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.