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iShares Preferred and Income Securities ETF

960 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 319 increasing their positions, 406 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

3% more capital invested

Capital invested by funds: $4.86B → $5B (+$137M)

1% more funds holding

Funds holding: 951960 (+9)

0.47% more ownership

Funds ownership: 37.9%38.37% (+0.47%)

2% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $14.9M

21% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 406

Holders
960
Holders Change
+9
Holders Change %
+0.95%
% of All Funds
15.07%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
92
Increased
319
Reduced
406
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
751
Keel Point
Alabama
$247K -$74.4K -2,430 -23%
CM
752
Cercano Management
Washington
$245K -$61.2K -1,999 -20%
IWM
753
IHT Wealth Management
Illinois
$244K -$1.07K -35 -0.4%
NIC
754
Northwest Investment Counselors
Oregon
$243K -$2.66K -87 -1%
CFG
755
Citizens Financial Group
Rhode Island
$243K
BLC
756
Brown, Lisle/Cummings
Rhode Island
$243K -$2.72K -89 -1%
CWM
757
C2C Wealth Management
Arizona
$242K
FA
758
Flagstar Advisors
New York
$241K -$143K -4,665 -37%
AAM
759
Advisors Asset Management
Colorado
$241K +$99.6K +3,256 +72%
FAG
760
Fortitude Advisory Group
Washington
$240K +$92 +3 +0%
MCA
761
Millennium Capital Advisors
Arkansas
$240K -$5.97K -195 -2%
HWM
762
Hohimer Wealth Management
Washington
$239K -$4.9K -160 -2%
LC
763
Lindbrook Capital
California
$239K
KMWM
764
Keudell/Morrison Wealth Management
Oregon
$238K
Luther King Capital Management (LKCM)
765
Luther King Capital Management (LKCM)
Texas
$238K
WMA
766
Wealth Management Associates
New Jersey
$236K -$7.96K -260 -3%
DT
767
Diversified Trust
Tennessee
$234K -$38.3K -1,251 -14%
GJIA
768
Glass Jacobson Investment Advisors
Maryland
$233K +$231K +7,545 New
CGA
769
Crescent Grove Advisors
Illinois
$233K +$231K +7,542 New
LFS
770
Legacy Financial Strategies
Kansas
$233K
OCM
771
Objective Capital Management
Ohio
$232K +$230K +7,511 New
FWA
772
FSM Wealth Advisors
Ohio
$232K +$3.27K +107 +1%
TWA
773
TCI Wealth Advisors
Arizona
$232K +$8.35K +273 +4%
PCM
774
Parsons Capital Management
Rhode Island
$229K
HCA
775
Harbour Capital Advisors
Virginia
$229K +$23.4K +765 +12%

PFF Hedge Fund Activity: Q2 2023 in Review

960 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2023, worth a combined $5B — up 2.8% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PFF positions and 74 closed out — a net gain of 18 holders — while 319 added to existing stakes and 406 trimmed.

The largest buyer was Bank of America, adding an estimated $44.5M. The largest seller was Goldman Sachs, cutting an estimated $41.2M.

  • 960 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2023, up from 951 in Q1 2023.
  • Funds reported $5B of iShares Preferred and Income Securities ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 92 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2023 and 74 closed out, a net change of +18 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2023 was Bank of America, an estimated $44.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2023 was Goldman Sachs, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2023.