We are live on ! Find out more
PFF icon

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
HIMC
1001
Heritage Investors Management Corp
Maryland
-$240K -7,863 Closed
SDJVC
1002
St. Denis J. Villere & Co
Louisiana
-$228K -7,500 Closed
PEA
1003
Park Edge Advisors
Ohio
-$228K -7,470 Closed
FI
1004
Financial Insights
Washington
-$226K -7,399 Closed
GAM
1005
Gould Asset Management
California
-$223K -7,295 Closed
QPWM
1006
Quadrant Private Wealth Management
Pennsylvania
-$213K -6,993 Closed
FF
1007
Francis Financial
-$210K -6,875 Closed
WJWM
1008
Williams Jones Wealth Management
New York
-$209K -6,846 Closed
BIA
1009
Beacon Investment Advisors
Maryland
-$206K -6,739 Closed
TF
1010
TimeScale Financial
Massachusetts
-$213K -6,735 Closed
JCM
1011
Janney Capital Management
Pennsylvania
-$206K -6,731 Closed
ZIG
1012
Zullo Investment Group
Pennsylvania
-$166K -5,449 Closed
WOSD
1013
WFA of San Diego
California
-$118K -3,850 Closed
MS
1014
Madden Securities
Texas
-$89.3K -2,925 Closed
DIP
1015
DT Investment Partners
Pennsylvania
-$80.3K -2,629 Closed
SC
1016
Seldon Capital
California
-$69.7K -2,284 Closed
TL
1017
Tradewinds LLC
North Carolina
-$311K -2,143 Closed
DWP
1018
Destiny Wealth Partners
Florida
-$58.5K -1,915 Closed
RFS
1019
Retirement Financial Solutions
Tennessee
-$49.7K -1,629 Closed
HNWAG
1020
High Net Worth Advisory Group
Florida
-$48.8K -1,600 Closed
EE
1021
EWG Elevate
California
-$48.6K -1,591 Closed
AWM
1022
Accurate Wealth Management
Florida
-$46.9K -1,465 Closed
AF
1023
Affiance Financial
Minnesota
-$43.3K -1,418 Closed
LFA
1024
LGT Financial Advisors
Texas
-$39.3K -1,288 Closed
ACM
1025
Antonetti Capital Management
Florida
-$38.2K -1,250 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.