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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
CAM
851
Chesapeake Asset Management
New York
$49.9K +$51.3K +1,597 New
PB
852
Pinnacle Bancorp
Nebraska
$48.4K
AA
853
Addison Advisors
Vermont
$44.6K -$22.5K -700 -33%
CT
854
Cambridge Trust
Massachusetts
$42.9K -$41.8K -1,302 -49%
OLVIG
855
Oliver Lagore Vanvalin Investment Group
Michigan
$42.9K -$193 -6 -0.4%
JFA
856
JNBA Financial Advisors
Minnesota
$41K +$42.1K +1,312 New
S
857
SignatureFD
Georgia
$40.9K +$22.8K +709 +118%
CG
858
Cutler Group
California
$39K +$29.8K +929 +268%
QCG
859
Quadrant Capital Group
Ohio
$38.6K +$34.9K +1,086 +724%
PK
860
Pflug Koory
Nebraska
$37.9K +$321 +10 +0.8%
ICM
861
Islay Capital Management
Texas
$37.5K
WWP
862
WR Wealth Planners
Missouri
$37.1K
BA
863
Ballast Advisors
Minnesota
$36.5K +$353 +11 +0.9%
BCPWM
864
Bradley & Co Private Wealth Management
Florida
$35.7K
FAM
865
Family Asset Management
South Carolina
$35.3K -$5.17K -161 -12%
GFL
866
Granite FO LLC
New Hampshire
$33.1K
OSNBOA
867
Old Second National Bank of Aurora
Illinois
$32.8K
WB
868
Webster Bank
Connecticut
$32.3K
BCMLT
869
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.5K
PO
870
Private Ocean
California
$31.2K
ME
871
McIlrath & Eck
Washington
$30.3K
GWANC
872
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K
CP
873
Castleview Partners
Texas
$28.8K
SGC
874
Slocum, Gordon & Co
Rhode Island
$28.1K
BAM
875
Bellevue Asset Management
Washington
$27.5K +$96 +3 +0.3%

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.