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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
CF
976
Clarity Financial
Texas
-$652K -21,361 Closed
FLC
977
Fifth Lane Capital
Texas
-$627K -20,521 Closed
Mackenzie Financial
978
Mackenzie Financial
Ontario, Canada
-$620K -20,305 Closed
SXL
979
Summit X LLC
Missouri
-$664K -20,206 Closed
LSA
980
Lion Street Advisors
Texas
-$749K -19,022 Closed
WW
981
Waterfront Wealth
Kansas
-$556K -16,656 Closed
PCP
982
Proficio Capital Partners
Massachusetts
-$498K -16,300 Closed
JFG
983
Jefferies Financial Group
New York
-$493K -16,161 Closed
SCM
984
Stonehearth Capital Management
Massachusetts
-$440K -14,403 Closed
FLA
985
Financial Life Advisors
Texas
-$437K -14,314 Closed
CH
986
Canton Hathaway
Rhode Island
-$382K -12,500 Closed
FF
987
Financial Futures
New Jersey
-$345K -11,312 Closed
Principal Financial Group
988
Principal Financial Group
Iowa
-$341K -11,160 Closed
CB
989
Cadence Bank
Mississippi
-$328K -10,731 Closed
FIA
990
Foundations Investment Advisors
Arizona
-$314K -10,283 Closed
ATC
991
Argent Trust Co
Tennessee
-$309K -10,108 Closed
HIF
992
Hill Island Financial
Michigan
-$293K -9,600 Closed
PFC
993
Phocas Financial Corp
California
-$292K -9,553 Closed
GP
994
Girard Partners
Pennsylvania
-$290K -9,486 Closed
MFG
995
Merit Financial Group
Georgia
-$275K -9,019 Closed
AG
996
Ascent Group
Virginia
-$254K -8,323 Closed
WP
997
WealthSource Partners
California
-$251K -8,210 Closed
JSW
998
Journey Strategic Wealth
New Jersey
-$246K -8,055 Closed
RFC
999
Regions Financial Corp
Alabama
-$243K -7,953 Closed
RMC
1000
Resources Management Corp
Connecticut
-$242K -7,925 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.