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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
SMC
526
Smith, Moore & Co
Missouri
$581K +$15.8K +493 +3%
BC
527
Barrett & Company
Rhode Island
$580K +$578 +18 +0.1%
TWM
528
Tradition Wealth Management
Minnesota
$579K -$315K -9,803 -35%
CWP
529
Cyndeo Wealth Partners
Florida
$578K +$141K +4,395 +31%
CAAS
530
Capital Asset Advisory Services
Michigan
$578K -$11.5K -358 -2%
WPC
531
Wedmont Private Capital
Pennsylvania
$575K +$6.58K +205 +1%
ECM
532
Evergreen Capital Management
Washington
$574K -$3.28M -102,099 -85%
WDG
533
Wealth Dimensions Group
Ohio
$570K +$587K +18,266 New
LWM
534
Lodestone Wealth Management
Washington
$568K +$1.51K +47 +0.3%
SW
535
SkyOak Wealth
Michigan
$563K -$64 -2 -0%
RSC
536
Red Spruce Capital
Pennsylvania
$554K +$7.71K +240 +1%
IF
537
Ironwood Financial
Arizona
$553K -$2.12K -66 -0.4%
DWMG
538
DB Wealth Management Group
California
$543K -$4.66K -145 -0.8%
AP
539
Atwood & Palmer
Missouri
$541K -$15.8K -492 -3%
NGA
540
Naples Global Advisors
Florida
$540K +$4.82K +150 +0.9%
IAG
541
Investment Advisory Group
Massachusetts
$539K +$6.23K +194 +1%
RWB
542
RMR Wealth Builders
New Jersey
$539K -$87.2K -2,716 -14%
CCA
543
Cadent Capital Advisors
Oklahoma
$528K -$27.2K -847 -5%
MM
544
Main Management
California
$525K -$541K -16,831 -50%
AMBIA
545
Allen Mooney & Barnes Investment Advisors
Georgia
$524K +$2.38K +74 +0.4%
AIS
546
AM Investment Strategies
Tennessee
$523K +$2.18K +68 +0.4%
RMAM
547
Raab & Moskowitz Asset Management
New Jersey
$522K +$537K +16,732 New
HSA
548
HBK Sorce Advisory
Pennsylvania
$520K -$801K -24,956 -60%
PWP
549
Perfromance Wealth Partners
Illinois
$519K -$50.8K -1,581 -9%
AWM
550
Avior Wealth Management
Nebraska
$515K -$39K -1,214 -7%

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.