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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
SC
626
Slow Capital
California
$389K -$15.4K -480 -4%
FA
627
Flagstar Advisors
New York
$389K +$23.9K +744 +6%
SFP
628
Shepherd Financial Partners
Massachusetts
$388K -$7.64M -237,965 -95%
RG
629
Rathbones Group
United Kingdom
$387K -$126K -3,924 -24%
LWM
630
Liberty Wealth Management
California
$384K +$401K +12,494 New
TCM
631
Triumph Capital Management
Colorado
$382K -$183K -5,695 -32%
HCP
632
Hexagon Capital Partners
Arkansas
$379K +$37.7K +1,175 +11%
CS
633
Credit Suisse
Switzerland
$379K -$8M -248,990 -95%
FNB
634
Farmers National Bank
Kentucky
$378K -$26.7K -830 -6%
ES
635
ETF Store
Kansas
$378K +$2.25K +70 +0.6%
WBCM
636
Wilson & Boucher Capital Management
California
$378K -$12.8K -400 -3%
FSA
637
Fort Sheridan Advisors
Illinois
$378K +$388K +12,092 New
AWE
638
Avidian Wealth Enterprises
Texas
$375K +$3.34K +104 +0.9%
CRC
639
Curi RMB Capital
Illinois
$375K
IWP
640
Icon Wealth Partners
Texas
$371K +$382K +11,891 New
HWM
641
HB Wealth Management
Georgia
$370K -$25K -777 -6%
RFN
642
RDA Financial Network
Iowa
$370K -$28.2K -879 -7%
AC
643
Anson Capital
Georgia
$369K -$1.5M -46,776 -80%
KCPG
644
Kavar Capital Partners Group
Kansas
$368K +$379K +11,800 New
HGERS
645
Householder Group Estate & Retirement Specialist
Arizona
$368K +$379K +11,798 New
CCG
646
Cypress Capital Group
Florida
$364K +$25.1K +781 +7%
GBT
647
Grove Bank & Trust
Florida
$364K
SP
648
SWS Partners
Ohio
$364K -$3.56K -111 -0.9%
MCI
649
MRP Capital Investments
Georgia
$360K +$360K +11,218 +3,452%
MHR
650
Matthew Hamilton Rosenberg
$360K -$50.4K -1,570 -12%

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.