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iShares Preferred and Income Securities ETF

960 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 319 increasing their positions, 406 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

3% more capital invested

Capital invested by funds: $4.86B → $5B (+$137M)

1% more funds holding

Funds holding: 951960 (+9)

0.47% more ownership

Funds ownership: 37.9%38.37% (+0.47%)

2% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $14.9M

21% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 406

Holders
960
Holders Change
+9
Holders Change %
+0.95%
% of All Funds
15.07%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
92
Increased
319
Reduced
406
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1001
AlphaStar Capital Management
North Carolina
-$390K -12,477 Closed
AT
1002
American Trust
Kentucky
-$246K -12,357 Closed
HWM
1003
HB Wealth Management
Georgia
-$370K -11,860 Closed
AC
1004
Anson Capital
Georgia
-$369K -11,814 Closed
KCPG
1005
Kavar Capital Partners Group
Kansas
-$368K -11,800 Closed
IP
1006
Intellectus Partners
California
-$341K -10,932 Closed
PCA
1007
Peddock Capital Advisors
Massachusetts
-$321K -10,269 Closed
CFA
1008
Cahill Financial Advisors
Minnesota
-$314K -10,062 Closed
PCWA
1009
Pacific Capital Wealth Advisors
California
-$292K -9,343 Closed
FAM
1010
Flaharty Asset Management
Florida
-$279K -8,950 Closed
DBT
1011
Dubuque Bank & Trust
Iowa
-$265K -8,495 Closed
ISWM
1012
Independent Solutions Wealth Management
New York
-$255K -8,161 Closed
SAS
1013
Stelac Advisory Services
New York
-$248K -7,944 Closed
EP
1014
Edgestream Partners
New Jersey
-$227K -7,286 Closed
WCM
1015
Windsor Capital Management
Arizona
-$215K -6,883 Closed
WP
1016
WealthSpring Partners
California
-$211K -6,768 Closed
Citadel Advisors
1017
Citadel Advisors
Florida
-$207K -6,766 Closed
RT
1018
Rockland Trust
Massachusetts
-$210K -6,715 Closed
CAGAS
1019
Capital Advisory Group Advisory Services
Minnesota
-$207K -6,636 Closed
AWA
1020
Arkadios Wealth Advisors
Georgia
-$206K -6,592 Closed
SHGA
1021
Sand Hill Global Advisors
California
-$205K -6,554 Closed
CSPAM
1022
Cary Street Partners Asset Management
Virginia
-$184K -5,900 Closed
FCA
1023
Fortis Capital Advisors
Kansas
-$130K -4,149 Closed
AWM
1024
Activest Wealth Management
Florida
-$76.8K -2,482 Closed
CMANY
1025
Capital Management Associates (New York)
New York
-$67.1K -2,148 Closed

PFF Hedge Fund Activity: Q2 2023 in Review

960 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2023, worth a combined $5B — up 2.8% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PFF positions and 74 closed out — a net gain of 18 holders — while 319 added to existing stakes and 406 trimmed.

The largest buyer was Bank of America, adding an estimated $44.5M. The largest seller was Goldman Sachs, cutting an estimated $41.2M.

  • 960 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2023, up from 951 in Q1 2023.
  • Funds reported $5B of iShares Preferred and Income Securities ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 92 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2023 and 74 closed out, a net change of +18 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2023 was Bank of America, an estimated $44.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2023 was Goldman Sachs, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2023.