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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
ACA
726
Aptus Capital Advisors
Alabama
$269K +$163K +5,077 +143%
KS
727
Karpas Strategies
Connecticut
$267K +$193 +6 +0.1%
DBT
728
Dubuque Bank & Trust
Iowa
$265K -$16.9K -527 -6%
BWAM
729
Boyd Watterson Asset Management
Ohio
$264K
SS
730
Sunbelt Securities
Texas
$263K -$72.9K -2,270 -21%
APWM
731
Argonautica Private Wealth Management
Massachusetts
$260K +$21.3K +664 +9%
ISWM
732
Independent Solutions Wealth Management
New York
$255K -$539K -16,782 -67%
LOIP
733
Live Oak Investment Partners
Texas
$253K
OFG
734
Omega Financial Group
California
$253K -$40.5K -1,262 -13%
BSSFA
735
Baron Silver Stevens Financial Advisors
Florida
$250K -$163K -5,060 -39%
OIA
736
Optimum Investment Advisors
Illinois
$250K -$51K -1,588 -17%
NIC
737
Northwest Investment Counselors
Oregon
$248K -$7.03K -219 -3%
BLC
738
Brown, Lisle/Cummings
Rhode Island
$248K
MCA
739
Millennium Capital Advisors
Arkansas
$248K -$6.42K -200 -2%
SAS
740
Stelac Advisory Services
New York
$248K -$3.85K -120 -1%
IWM
741
IHT Wealth Management
Illinois
$248K -$610K -19,001 -71%
CWM
742
C2C Wealth Management
Arizona
$247K -$16.1K -500 -6%
HWM
743
Hohimer Wealth Management
Washington
$246K -$4.56K -142 -2%
AT
744
American Trust
Kentucky
$246K +$39.9K +1,243 +11%
WMA
745
Wealth Management Associates
New Jersey
$246K -$16.1K -500 -6%
CFG
746
Citizens Financial Group
Rhode Island
$246K -$348K -10,850 -58%
IAS
747
Insigneo Advisory Services
Florida
$246K +$253K +7,867 New
BWA
748
Beam Wealth Advisors
Louisiana
$243K -$21K -654 -8%
CA
749
Carson Advisory
Georgia
$242K +$249K +7,756 New
FAG
750
Fortitude Advisory Group
Washington
$242K -$28.1K -875 -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.