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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
CA
826
Clearstead Advisors
Ohio
$95.8K
TFGT
827
TS Financial Group (TSFG)
Illinois
$95K +$289 +9 +0.3%
JEST
828
JTC Employer Solutions Trustee
Jersey
$94K
BFPW
829
BOK Financial Private Wealth
Colorado
$90.8K
TFP
830
Tilia Fiduciary Partners
North Carolina
$82.8K -$15.5K -483 -15%
GI
831
Gradient Investments
Minnesota
$81.4K
EL
832
EMFO LLC
Florida
$79.6K
AWM
833
Activest Wealth Management
Florida
$76.8K +$79.7K +2,482 New
HBW
834
Hazlett, Burt & Watson
West Virginia
$76K -$9.54K -297 -11%
MFT
835
Moisand Fitzgerald Tamayo
Florida
$75.9K
GM
836
GeoWealth Management
Illinois
$75K +$61K +1,898 +382%
PP
837
PrairieView Partners
Minnesota
$74K
GWSA
838
Global Wealth Strategies & Associates
Colorado
$71.5K -$4.19M -130,615 -98%
JFG
839
JDM Financial Group
Texas
$69.8K
CMANY
840
Capital Management Associates (New York)
New York
$67.1K
TF
841
Tompkins Financial
New York
$63.5K
SWM
842
Sugarloaf Wealth Management
Georgia
$62.9K +$128 +4 +0.2%
NSG
843
Nalls Sherbakoff Group
Tennessee
$60.3K +$62.6K +1,950 New
IGWM
844
ICA Group Wealth Management
Colorado
$57.8K -$207K -6,453 -78%
Commonwealth Equity Services
845
Commonwealth Equity Services
Massachusetts
$57.5K +$494K +15,378 +0.8%
NHT
846
New Hampshire Trust
New Hampshire
$56.2K -$53.2K -1,655 -48%
RA
847
Rise Advisors
New York
$55.6K +$642 +20 +1%
PP
848
Pacifica Partners
Canada
$55.6K -$482 -15 -0.8%
CWP
849
Concord Wealth Partners
Virginia
$52.4K +$610 +19 +1%
TIM
850
Tortoise Investment Management
New York
$50K

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.