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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
WT
801
Washington Trust
Rhode Island
$180K -$2.12K -66 -1%
PFPT
802
Pinnacle Financial Partners (Tennessee)
Tennessee
$174K -$688K -21,411 -79%
FRA
803
Front Row Advisors
California
$171K +$7.1K +221 +4%
CFD
804
Creative Financial Designs
Indiana
$168K +$193 +6 +0.1%
FWM
805
Focused Wealth Management
New York
$167K +$32.2K +1,003 +23%
CT
806
Colonial Trust
South Carolina
$163K +$835 +26 +0.5%
ECM
807
Elgethun Capital Management
South Dakota
$159K +$1.57K +49 +1%
BWM
808
BerganKDV Wealth Management
Minnesota
$158K
EWM
809
EPG Wealth Management
Georgia
$153K +$996 +31 +0.6%
CFO
810
CVA Family Office
Colorado
$153K
PGAM
811
Princeton Global Asset Management
New Jersey
$153K +$16.1K +500 +11%
UB
812
UMB Bank
Missouri
$152K
AAM
813
Advisors Asset Management
Colorado
$141K +$81.8K +2,546 +129%
CIAS
814
Capital Investment Advisory Services
North Carolina
$140K -$42.3K -1,316 -23%
FCA
815
Fortis Capital Advisors
Kansas
$130K -$12.8K -400 -9%
MFA
816
McClarren Financial Advisors
Pennsylvania
$128K +$1.48K +46 +1%
ACA
817
Atlas Capital Advisors
Wyoming
$127K -$442K -13,766 -77%
WP
818
WealthShield Partners
North Carolina
$125K +$129K +4,007 New
Nomura Asset Management
819
Nomura Asset Management
Japan
$124K
OC
820
Oakworth Capital
Alabama
$117K
SIS
821
Sound Income Strategies
Florida
$114K -$231K -7,189 -66%
SCA
822
Stonebridge Capital Advisors
Minnesota
$112K -$9.54K -297 -8%
GT
823
Glenmede Trust
Pennsylvania
$109K +$3.15K +98 +3%
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$99.9K -$4.75K -148 -4%
CTA
825
Colonial Trust Advisors
South Carolina
$97.6K -$28.6K -892 -22%

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.