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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
GVAG
651
Great Valley Advisor Group
Delaware
$360K +$4.37K +136 +1%
SCA
652
Stokes Capital Advisors
South Carolina
$358K -$32.1K -999 -8%
SWP
653
Strategic Wealth Partners
Ohio
$355K +$16.5K +514 +5%
ABC
654
Associated Banc-Corp
Wisconsin
$354K +$37.7K +1,173 +12%
PWP
655
Principle Wealth Partners
Connecticut
$352K -$73.9K -2,300 -17%
TC
656
TAGStone Capital
North Carolina
$351K +$361K +11,236 New
BFG
657
Beacon Financial Group
Texas
$348K -$28.5K -886 -7%
LWP
658
Lumature Wealth Partners
Georgia
$347K
NWM
659
Northwest Wealth Management
Iowa
$344K -$38.2K -1,190 -10%
BFA
660
Bragg Financial Advisors
North Carolina
$343K
IP
661
Intellectus Partners
California
$341K +$3.37K +105 +1%
SPFA
662
Summit Place Financial Advisors
New Jersey
$336K +$19.3K +600 +6%
IWP
663
Insight Wealth Partners
Texas
$335K
WAM
664
Worth Asset Management
Texas
$335K +$58K +1,806 +20%
NFG
665
Nations Financial Group
Iowa
$334K +$107K +3,320 +45%
TCM
666
TD Capital Management
Tennessee
$333K +$8.13K +253 +2%
MCM
667
Manchester Capital Management
Vermont
$328K -$2.45M -76,240 -88%
AWM
668
Atticus Wealth Management
Florida
$327K +$164K +5,117 +95%
MWM
669
Melfa Wealth Management
Massachusetts
$327K +$3.37K +105 +1%
HKIMG
670
Hutchens & Kramer Investment Management Group
Indiana
$327K +$1.03K +32 +0.3%
MWM
671
Moran Wealth Management
Florida
$326K +$335K +10,430 New
KP
672
Keel Point
Alabama
$325K +$334K +10,400 New
PCA
673
Peddock Capital Advisors
Massachusetts
$321K -$31.1K -968 -9%
TCBWMS
674
Texas Capital Bank Wealth Management Services
Texas
$319K
Jane Street
675
Jane Street
New York
$319K -$12.7M -395,524 -97%

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.