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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
Creative Planning
76
Creative Planning
Kansas
$9.57M +$10.4K +323 +0.1%
SFG
77
Sowa Financial Group
Rhode Island
$9.57M +$11.9K +369 +0.1%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$9.54M +$211K +6,565 +2%
AssetMark Inc
79
AssetMark Inc
California
$9.54M -$7.23M -225,077 -42%
Corient Private Wealth
80
Corient Private Wealth
Florida
$9.36M +$3.37M +104,847 +54%
BI
81
Ballast Inc
Kentucky
$9.16M +$726K +22,610 +8%
AWS
82
Atria Wealth Solutions
New York
$9.07M -$1.44M -44,695 -13%
ANTB
83
AMG National Trust Bank
Colorado
$8.82M +$43.9K +1,368 +0.5%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$8.73M +$19.6K +610 +0.2%
GCA
85
Greenwood Capital Associates
South Carolina
$8.71M +$1.61M +50,222 +22%
AAS
86
Avantax Advisory Services
Texas
$8.62M +$332K +10,335 +4%
CA
87
Cetera Advisors
Colorado
$8.36M -$4.53M -141,081 -34%
AllianceBernstein
88
AllianceBernstein
Tennessee
$8.1M -$31.6K -983 -0.4%
FWP
89
Falcon Wealth Planning
California
$7.95M +$1.46M +45,520 +22%
GWM
90
GDS Wealth Management
Texas
$7.8M -$520K -16,181 -6%
CCMG
91
Clark Capital Management Group
Pennsylvania
$7.67M -$84K -2,614 -1%
GL
92
Graypoint LLC
New York
$7.53M +$149K +4,629 +2%
PGFC
93
Peapack-Gladstone Financial Corp
New Jersey
$7.51M -$689K -21,441 -8%
FSC
94
Full Sail Capital
Oklahoma
$7.5M -$40.3K -1,256 -0.5%
PAG
95
Private Advisor Group
New Jersey
$7.49M +$145K +4,501 +2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$7.47M -$1.69M -52,713 -18%
Cerity Partners
97
Cerity Partners
New York
$7.25M +$679K +21,152 +10%
NA
98
NewEdge Advisors
Louisiana
$7.25M +$2.99M +92,998 +66%
CW
99
Connectus Wealth
Ohio
$7.25M +$179K +5,568 +2%
SS
100
Simplicity Solutions
Minnesota
$7.22M +$7.43M +231,306 New

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.