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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
PA
901
PSI Advisors
Florida
$15.7K +$1.67K +52 +12%
AC
902
AlphaCore Capital
California
$15.6K +$16.1K +500 New
PWMG
903
Prestige Wealth Management Group
New Jersey
$15.4K
AFS
904
Annapolis Financial Services
Maryland
$15K -$5.68K -177 -27%
RCM
905
Raleigh Capital Management
North Carolina
$14.3K +$11.8K +367 +403%
MIM
906
Macroview Investment Management
Maryland
$13.3K -$60.6K -1,888 -82%
SWA
907
Sutton Wealth Advisors
Florida
$12.8K
CCA
908
Column Capital Advisors
Indiana
$12.6K
RF
909
Robbins Farley
New Hampshire
$12.5K -$30.9K -962 -71%
RFA
910
Register Financial Advisors
Georgia
$12.4K -$128 -4 -1%
PCA
911
Providence Capital Advisors
North Carolina
$12.1K -$220K -6,842 -95%
CCM
912
Chilton Capital Management
Texas
$12K +$12.3K +384 New
EW
913
Element Wealth
Mississippi
$10.4K -$19K -593 -64%
WAS
914
Winch Advisory Services
Wisconsin
$10K +$96 +3 +1%
VWM
915
Venturi Wealth Management
Texas
$9.93K +$10.2K +318 New
CWA
916
Clearview Wealth Advisors
Oregon
$9.52K +$96 +3 +1%
GI
917
GS Investments
Minnesota
$9.37K
Qube Research & Technologies (QRT)
918
Qube Research & Technologies (QRT)
United Kingdom
$9.37K +$9.63K +300 New
FM
919
Family Management
New York
$9.05K -$83.9K -2,613 -90%
ADL
920
Asset Dedication LLC
California
$9K +$9.63K +300 New
VNA
921
Valley National Advisers
Pennsylvania
$9K +$9.63K +300 New
HI
922
Hoey Investments
Pennsylvania
$8.8K
WA
923
WestEnd Advisors
North Carolina
$8.71K -$8.96K -279 Closed
LF
924
Lee Financial
Texas
$8.27K -$121K -3,755 -93%
BWP
925
Baldwin Wealth Partners
Massachusetts
$8.27K

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.