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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
VCA
776
Verdence Capital Advisors
Maryland
$212K +$218K +6,794 New
AIC
777
Archer Investment Corporation
Indiana
$212K
LWM
778
LJI Wealth Management
Indiana
$211K +$217K +6,772 New
WP
779
WealthSpring Partners
California
$211K +$514 +16 +0.2%
Citadel Advisors
780
Citadel Advisors
Florida
$211K -$3.07M -95,654 -93%
RT
781
Rockland Trust
Massachusetts
$210K +$216K +6,715 New
PG
782
Proffitt & Goodson
Tennessee
$209K
CAGAS
783
Capital Advisory Group Advisory Services
Minnesota
$207K +$50.9K +1,585 +31%
TMWM
784
Taylor & Morgan Wealth Management
Michigan
$206K +$64 +2 +0%
AWA
785
Arkadios Wealth Advisors
Georgia
$206K -$6.1K -190 -3%
HCA
786
Harbour Capital Advisors
Virginia
$205K +$212K +6,605 New
SHGA
787
Sand Hill Global Advisors
California
$205K +$210K +6,554 New
LIA
788
LS Investment Advisors
Michigan
$204K +$210K +6,550 New
LFASL
789
Lugano Financial Advisors SA (LFA)
Switzerland
$204K -$7.64K -238 -4%
JHCP
790
Jackson Hole Capital Partners
Oklahoma
$204K +$32.1K +1,000 +18%
AFS
791
AFG Fiduciary Services
Massachusetts
$203K +$209K +6,505 New
MAWCM
792
Mine & Arao Wealth Creation & Management
California
$203K +$1.7K +53 +0.8%
NFSG
793
Newbridge Financial Services Group
Florida
$203K -$45.4K -1,414 -18%
CPSC
794
Carl P. Sherr & Co
Massachusetts
$202K +$208K +6,485 New
FFA
795
Founders Financial Alliance
North Carolina
$193K -$142K -4,428 -42%
AF
796
Advisornet Financial
Minnesota
$189K -$96 -3 -0%
FMP
797
Financial Management Professionals
Texas
$189K +$53.3K +1,660 +38%
CSPIA
798
Cary Street Partners Investment Advisory
Virginia
$189K -$193K -6,010 -50%
NEAM
799
New England Asset Management
Connecticut
$187K
CSPAM
800
Cary Street Partners Asset Management
Virginia
$184K -$81.1K -2,525 -30%

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.