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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
PIA
751
Perennial Investment Advisors
California
$241K +$248K +7,731 New
LC
752
Lindbrook Capital
California
$241K -$368K -11,454 -60%
KMWM
753
Keudell/Morrison Wealth Management
Oregon
$240K -$13.6K -425 -5%
CAG
754
Csenge Advisory Group
Florida
$236K -$31.9K -993 -12%
LFS
755
Legacy Financial Strategies
Kansas
$235K +$2.28K +71 +1%
CIC
756
Carnegie Investment Counsel
Ohio
$233K -$21.1K -658 -8%
FWA
757
FSM Wealth Advisors
Ohio
$232K +$239K +7,428 New
PCM
758
Parsons Capital Management
Rhode Island
$232K
WIM
759
WealthPlan Investment Management
Nebraska
$229K -$495K -15,417 -68%
EP
760
Edgestream Partners
New Jersey
$227K +$234K +7,286 New
TWA
761
TCI Wealth Advisors
Arizona
$225K -$132K -4,117 -36%
MWM
762
Meridian Wealth Management
Kentucky
$225K +$20.1K +626 +10%
AA
763
Ancora Advisors
Ohio
$223K +$3.79K +118 +2%
PJSIMP
764
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$229K +7,138 New
TCM
765
Tran Capital Management
California
$222K
BAG
766
Bridgewealth Advisory Group
California
$222K -$19.5K -608 -8%
BFEC
767
Benjamin F. Edwards & Company
Missouri
$221K +$171K +5,319 +301%
PMA
768
Prudent Man Advisors
Illinois
$219K
SMH
769
Sanders Morris Harris
Texas
$219K +$225K +7,000 New
SWMP
770
Signature Wealth Management Partners
New Jersey
$218K -$33.1K -1,031 -13%
PCM
771
Princeton Capital Management
New Jersey
$216K +$64 +2 +0%
QFA
772
Quantum Financial Advisors
California
$216K
WCM
773
Windsor Capital Management
Arizona
$215K -$19.1K -596 -8%
SIG
774
Stonegate Investment Group
Alabama
$215K
1CM
775
1492 Capital Management
Wisconsin
$214K +$220K +6,853 New

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.