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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
BF
51
BOK Financial
Oklahoma
$15.6M -$565K -17,599 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.4M -$3.79M -117,956 -19%
BFS
53
Bard Financial Services
Connecticut
$15.3M -$4.8M -149,450 -23%
R
54
Rebalance
California
$15M +$99K +3,083 +0.6%
WBG
55
Wharton Business Group
Pennsylvania
$14.6M +$773K +24,075 +5%
RIA
56
Regal Investment Advisors
Michigan
$14.6M -$494K -15,374 -3%
FBB
57
Fulton Breakefield Broenniman
Maryland
$13.7M +$344K +10,701 +2%
TFA
58
Tobias Financial Advisors
Florida
$13.6M +$13.9M +434,233 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$13.5M -$3.06M -95,414 -18%
AMG
60
Advisors Management Group
Wisconsin
$13M +$13.4M +416,631 New
QWM
61
Quaker Wealth Management
New Jersey
$12.7M -$2.98M -92,797 -19%
CI
62
Conning Inc
Connecticut
$12.2M
PCA
63
Pallas Capital Advisors
Massachusetts
$12.2M +$12.4M +386,974 New
KAS
64
Kestra Advisory Services
Texas
$12M -$126K -3,935 -1%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$11.6M +$453K +14,119 +4%
EWA
66
Exencial Wealth Advisors
Oklahoma
$11M -$715K -22,265 -6%
BAAM
67
Baker Avenue Asset Management
California
$10.6M +$10.8M +335,586 +7,572%
Citigroup
68
Citigroup
New York
$10.5M +$648K +20,174 +6%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$10.3M -$1.8M -56,053 -14%
AIA
70
Avalon Investment & Advisory
Texas
$10.3M +$394K +12,278 +4%
JIP
71
Jaffetilchin Investment Partners
Florida
$10.3M +$4.79M +149,085 +82%
AWM
72
AE Wealth Management
Kansas
$9.95M +$3.68M +114,463 +56%
PI
73
Parkside Investments
Illinois
$9.82M -$1.44M -44,797 -12%
CA
74
Crewe Advisors
Utah
$9.7M +$7.99M +248,857 +402%
PFA
75
Pure Financial Advisors
California
$9.6M +$876K +27,265 +10%

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.