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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
NMG
951
New Millennium Group
Utah
$544 -$32 -1 -6%
IHWM
952
Iron Horse Wealth Management
Iowa
$246
BCMIO
953
Beacon Capital Management Inc (Ohio)
Ohio
$62
FA
954
Fortis Advisors
Pennsylvania
$31
RPCA
955
Running Point Capital Advisors
California
$11 -$161K -5,000 Closed
SFG
956
Sage Financial Group
Pennsylvania
-$11.7M -382,311 Closed
Renaissance Technologies
957
Renaissance Technologies
New York
-$6.84M -224,200 Closed
K
958
Kemper
Illinois
-$6.61M -216,500 Closed
HCM
959
HMS Capital Management
Tennessee
-$4.41M -144,509 Closed
VAS
960
Vestmark Advisory Solutions
Massachusetts
-$4.08M -133,566 Closed
IWA
961
IBEX Wealth Advisors
New Jersey
-$3.26M -106,715 Closed
AG
962
Appleton Group
Wisconsin
-$2.63M -86,225 Closed
ASFA
963
All Season Financial Advisors
Colorado
-$2.35M -76,837 Closed
HF
964
HRT Financial
New York
-$2.21M -72,516 Closed
CCT
965
Capital City Trust
Florida
-$2.02M -66,001 Closed
SWA
966
Stratos Wealth Advisors
Ohio
-$1.96M -64,303 Closed
TAM
967
Tocqueville Asset Management
New York
-$1.59M -52,016 Closed
NP
968
NorthRock Partners
Minnesota
-$1.3M -42,478 Closed
MYIA
969
Mount Yale Investment Advisors
Colorado
-$1.11M -36,334 Closed
CCM
970
Canal Capital Management
Virginia
-$1.04M -34,222 Closed
Betterment LLC
971
Betterment LLC
New York
-$882K -28,880 Closed
NW
972
Naviter Wealth
Arkansas
-$888K -26,786 Closed
HCM
973
Highview Capital Management
Illinois
-$1.92M -26,697 Closed
SG
974
StoneX Group
New York
-$753K -24,678 Closed
Koshinski Asset Management
975
Koshinski Asset Management
Illinois
-$671K -21,989 Closed

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.