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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
UBV
701
United Bank (Virginia)
Virginia
$291K
WAG
702
Winthrop Advisory Group
Massachusetts
$290K
KL
703
KilterHowling LLC
Colorado
$290K +$298K +9,282 New
SF
704
Summit Financial
New Jersey
$289K +$297K +9,263 New
ML
705
McAdam LLC
Pennsylvania
$289K +$297K +9,255 New
CPIA
706
Cornell Pochily Investment Advisors
New York
$286K +$2.12K +66 +0.7%
WF
707
Warner Financial
Maryland
$286K +$32 +1 +0%
WMA
708
West Michigan Advisors
Michigan
$286K +$899 +28 +0.3%
CPRC
709
Consolidated Portfolio Review Corp
New York
$286K +$294K +9,155 New
GA
710
Greytown Advisors
Florida
$286K +$610 +19 +0.2%
AWS
711
Arkfeld Wealth Strategies
Nebraska
$285K -$4.54M -141,511 -94%
WCM
712
WealthBridge Capital Management
Ohio
$282K -$28.7K -895 -9%
CS
713
Capital Square
Tennessee
$282K
APG
714
Abacus Planning Group
South Carolina
$281K
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$281K -$135K -4,215 -32%
FAM
717
Flaharty Asset Management
Florida
$279K -$427K -13,305 -60%
MP
718
McDonald Partners
Ohio
$279K
DT
719
Diversified Trust
Tennessee
$275K +$283K +8,823 New
SWA
720
SFMG Wealth Advisors
Texas
$275K -$187K -5,837 -40%
TA
721
TrueWealth Advisors
Alabama
$273K -$1.82M -56,782 -87%
FAIM
722
Financial Advocates Investment Management
Washington
$272K -$1.48M -46,103 -85%
GA
723
Geller Advisors
New York
$271K +$54.2K +1,689 +24%
CAMG
724
CWA Asset Management Group
Florida
$269K -$5.39K -168 -2%
RCG
725
Regatta Capital Group
California
$269K

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.