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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
LWMG
576
Levy Wealth Management Group
Pennsylvania
$467K +$2.63K +82 +0.6%
MCA
577
Magnolia Capital Advisors
Mississippi
$465K -$54.2K -1,689 -10%
RC
578
Reik & Co
New York
$460K
RCA
579
Ranch Capital Advisors
Florida
$459K -$25.6K -797 -5%
ICG
580
InterOcean Capital Group
Tennessee
$459K +$25.7K +800 +6%
FHC
581
First Heartland Consultants
Missouri
$458K -$3.28K -102 -0.7%
WHC
582
Wulff, Hansen & Co
California
$457K
SM
583
Sweeney & Michel
California
$456K +$473K +14,730 New
WIM
584
Westside Investment Management
California
$452K +$32 +1 +0%
ST
585
Smithfield Trust
Pennsylvania
$452K -$186K -5,785 -29%
EGA
586
E&G Advisors
Texas
$452K
AMM
587
American Money Management
California
$452K -$27.3K -850 -6%
GWSG
588
GPS Wealth Strategies Group
Colorado
$450K +$96 +3 +0%
IP
589
Ignite Planners
California
$450K +$4.43K +138 +1%
IFO
590
Independent Family Office
New York
$448K
FNBT
591
FineMark National Bank & Trust
Florida
$448K +$45.4K +1,415 +11%
FFG
592
Fortem Financial Group
California
$447K -$145K -4,500 -24%
WP
593
WealthPLAN Partners
Nebraska
$445K -$273K -8,490 -37%
EWA
594
Evolution Wealth Advisors
Florida
$439K
FT
595
Fiduciary Trust
Massachusetts
$439K
JCM
596
Jacobi Capital Management
Pennsylvania
$436K +$30.8K +959 +7%
CIA
597
Capital Investment Advisors
Georgia
$436K +$42.6K +1,325 +10%
PMG
598
ProVise Management Group
Florida
$434K -$2.15K -67 -0.5%
BA
599
Bristlecone Advisors
Washington
$433K
GEA
600
Glen Eagle Advisors
New Jersey
$432K -$16.1K -500 -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.