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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
WANY
551
Wealthspire Advisors (New York)
New York
$514K
KA
552
Kovack Advisors
Florida
$512K -$438K -13,633 -45%
JC
553
JB Capital
Connecticut
$511K -$498K -15,513 -49%
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$509K -$707 -22 -0.1%
SIS
555
Strategic Investment Solutions
Illinois
$505K -$413K -12,864 -44%
VVP
556
Venture Visionary Partners
Ohio
$503K +$42.4K +1,321 +9%
PAG
557
Powers Advisory Group
Illinois
$501K -$28K -872 -5%
BTI
558
Blue Trust Inc
Georgia
$501K -$33.1K -1,030 -6%
FWIA
559
Fort Washington Investment Advisors
Ohio
$500K
CSIA
560
Charles Schwab Investment Advisory
California
$497K +$512K +15,928 New
MFG
561
Midwest Financial Group
Kansas
$497K +$511K +15,926 New
N
562
Nuveen
North Carolina
$494K -$14.7M -458,738 -97%
OAM
563
Occidental Asset Management
California
$491K -$3.03M -94,422 -86%
BHWM
564
Bar Harbor Wealth Management
New Hampshire
$488K
CIC
565
Cutler Investment Counsel
Oregon
$483K -$40K -1,245 -7%
PBF
566
Petix & Botte Financial
California
$483K +$497K +15,479 New
EL
567
EQ LLC
Washington
$482K -$22.2K -692 -4%
GSC
568
Grey Street Capital
Illinois
$481K +$495K +15,417 New
RSWM
569
Robertson Stephens Wealth Management
California
$481K +$238K +7,401 +93%
SC
570
Stolper & Co
Oklahoma
$480K +$43.4K +1,352 +10%
CWP
571
Core Wealth Partners
California
$480K +$428K +13,327 +651%
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$474K -$92.8K -2,888 -16%
CL
573
Choreo LLC
Illinois
$473K +$487K +15,157 New
SA
574
Sunesis Advisors
Kansas
$472K +$485K +15,105 New
WCG
575
Weaver Consulting Group
California
$469K -$8.03K -250 -2%

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.