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iShares Preferred and Income Securities ETF

960 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 319 increasing their positions, 406 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

3% more capital invested

Capital invested by funds: $4.86B → $5B (+$137M)

1% more funds holding

Funds holding: 951960 (+9)

0.47% more ownership

Funds ownership: 37.9%38.37% (+0.47%)

2% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $14.9M

21% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 406

Holders
960
Holders Change
+9
Holders Change %
+0.95%
% of All Funds
15.07%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
92
Increased
319
Reduced
406
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
626
Rathbones Group
United Kingdom
$383K
CWAG
627
Carlsbad Wealth Advisory Group
California
$382K +$378K +12,350 New
LWM
628
LJI Wealth Management
Indiana
$379K +$168K +5,484 +81%
GWM
629
Greenwich Wealth Management
Connecticut
$376K -$27.5K -900 -7%
HCP
630
Hexagon Capital Partners
Arkansas
$375K
CS
631
Credit Suisse
Switzerland
$375K
LWP
632
Lumature Wealth Partners
Georgia
$375K +$30.6K +1,000 +9%
CWP
633
Core Wealth Partners
California
$375K -$99.4K -3,250 -21%
FNB
634
Farmers National Bank
Kentucky
$374K
FSA
635
Fort Sheridan Advisors
Illinois
$374K
EWA
636
EP Wealth Advisors
California
$371K -$4.42M -144,407 -96%
BB
637
Bell Bank
North Dakota
$369K -$32.4K -1,058 -8%
GVAG
638
Great Valley Advisor Group
Delaware
$364K +$7.28K +238 +2%
GBT
639
Grove Bank & Trust
Florida
$361K
SP
640
SWS Partners
Ohio
$361K
CCFM
641
Clear Creek Financial Management
Washington
$360K -$42.7K -1,394 -11%
WPC
642
Wedmont Private Capital
Pennsylvania
$359K -$210K -6,879 -37%
BFG
643
Beacon Financial Group
Texas
$358K +$14.9K +488 +4%
LCWP
644
Legacy Capital Wealth Partners
Arkansas
$356K -$1.97M -64,486 -85%
TC
645
TAGStone Capital
North Carolina
$353K +$5.88K +192 +2%
NFG
646
Nations Financial Group
Iowa
$352K +$20.7K +676 +6%
MFG
647
Merit Financial Group
Georgia
$349K +$345K +11,280 New
CRC
648
Curi RMB Capital
Illinois
$345K -$26.8K -875 -7%
CCG
649
Cypress Capital Group
Florida
$343K -$18.1K -591 -5%
BFA
650
Bragg Financial Advisors
North Carolina
$340K

PFF Hedge Fund Activity: Q2 2023 in Review

960 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2023, worth a combined $5B — up 2.8% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PFF positions and 74 closed out — a net gain of 18 holders — while 319 added to existing stakes and 406 trimmed.

The largest buyer was Bank of America, adding an estimated $44.5M. The largest seller was Goldman Sachs, cutting an estimated $41.2M.

  • 960 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2023, up from 951 in Q1 2023.
  • Funds reported $5B of iShares Preferred and Income Securities ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 92 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2023 and 74 closed out, a net change of +18 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2023 was Bank of America, an estimated $44.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2023 was Goldman Sachs, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2023.