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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
PPP
676
Private Portfolio Partners
New Jersey
$316K -$235K -7,321 -42%
CFA
677
Cahill Financial Advisors
Minnesota
$314K +$323K +10,062 New
MCA
678
MSH Capital Advisors
Arizona
$313K -$5.24K -163 -2%
SCM
679
Sterneck Capital Management
Missouri
$313K
CWM
680
Collaborative Wealth Management
Florida
$313K -$67.3K -2,096 -17%
MIM
681
Merrion Investment Management
New Jersey
$312K
KWM
682
KFG Wealth Management
Indiana
$311K +$19.9K +620 +7%
CM
683
Cercano Management
Washington
$310K
DWP
684
Daymark Wealth Partners
Ohio
$310K +$319K +9,927 New
BWP
685
Balboa Wealth Partners
Arizona
$309K +$59.2K +1,842 +23%
IHL
686
Investment House LLC
California
$309K
CBB
687
Citizens Business Bank
California
$308K -$15.3M -477,469 -98%
KF
688
Krilogy Financial
Missouri
$307K +$101K +3,145 +47%
EWM
689
Endurance Wealth Management
Rhode Island
$306K +$108K +3,355 +52%
SIC
690
Samalin Investment Counsel
New York
$304K +$2.73K +85 +0.9%
COCM
691
Charter Oak Capital Management
New Hampshire
$303K +$514 +16 +0.2%
RI
692
Ridgewood Investments
New Jersey
$302K
EFG
693
Ethos Financial Group
Pennsylvania
$302K -$225 -7 -0.1%
CAC
694
Certified Advisory Corp
Florida
$301K +$20.4K +636 +7%
WTC
695
WhitTier Trust Company
Nevada
$301K -$451K -14,052 -59%
DG
696
DMC Group
Alabama
$298K -$132K -4,117 -30%
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$297K -$2.41K -75 -0.8%
TNBTD
698
Trustmark National Bank Trust Department
Mississippi
$293K +$24.4K +761 +9%
PCWA
699
Pacific Capital Wealth Advisors
California
$292K
GG
700
GenWealth Group
New Jersey
$292K

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.