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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
WCAMG
926
Woodard & Company Asset Management Group
North Carolina
$7.8K
TIM
927
Thompson Investment Management
Wisconsin
$7.8K +$8.03K +250 New
EWA
928
EverSource Wealth Advisors
Alabama
$7.52K -$25.6K -797 -77%
AIA
929
Angeles Investment Advisors
California
$6.24K
JWA
930
JFS Wealth Advisors
Pennsylvania
$5.46K +$64 +2 +1%
MLA
931
MB, Levis & Associates
Pennsylvania
$5.21K
CSC
932
Caldwell Sutter Capital
California
$4.81K +$4.95K +154 New
AIM
933
Anchor Investment Management
South Carolina
$4.68K
MRCM
934
M&R Capital Management
New Jersey
$4.68K +$3.21K +100 +200%
PCTC
935
Perkins Coie Trust Company
Washington
$4.34K
PSB
936
Piscataqua Savings Bank
New Hampshire
$4.18K
WTA
937
Washington Trust Advisors
Massachusetts
$4.03K
VCM
938
Versant Capital Management
Arizona
$4.03K
WWM
939
Wolff Wiese Magana
California
$3.5K
SWG
940
Summit Wealth Group
Vermont
$3K +$3.1M +96,563 New
HWA
941
HHM Wealth Advisors
Tennessee
$2.19K
PS
942
PayPay Securities
Japan
$2.19K -$257 -8 -10%
BWM
943
Baystate Wealth Management
Massachusetts
$2.09K +$2.15K +67 New
SIC
944
SJS Investment Consulting
Ohio
$1.87K +$1.93K +60 New
CAM
945
Costello Asset Management
Pennsylvania
$1.87K
SC
946
Solstein Capital
California
$1.87K
OSAM
947
O'Shaughnessy Asset Management
Connecticut
$1.84K +$1.9K +59 New
TFA
948
Toth Financial Advisory
Virginia
$1.41K -$3.21K -100 -69%
NC
949
NewSquare Capital
Pennsylvania
$1.26K
FGAM
950
Financial Gravity Asset Management
Texas
$1.12K

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.