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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
AP
1026
Advisors Preferred
Maryland
-$35.2K -1,148 Closed
AAMA
1027
Advanced Asset Management Advisors
Ohio
-$34.9K -1,143 Closed
ANBT
1028
American National Bank & Trust
Texas
-$28K -906 Closed
LWA
1029
Lowe Wealth Advisors
Maryland
-$26K -850 Closed
IWP
1030
IAG Wealth Partners
Wisconsin
-$25.5K -835 Closed
EWM
1031
Evermay Wealth Management
Virginia
-$22.1K -725 Closed
WHG
1032
Westwood Holdings Group
Texas
-$21K -700 Closed
CAS
1033
Coppell Advisory Solutions
Texas
-$17.2K -563 Closed
CASC
1034
Coppell Advisory Solutions Corp
Texas
-$17.2K -563 Closed
LS
1035
Leelyn Smith
Illinois
-$16.8K -550 Closed
TFA
1036
Transamerica Financial Advisors
Florida
-$16K -494 Closed
CMP
1037
Coston McIsaac & Partners
Maine
-$11 -384 Closed
MTIC
1038
Missouri Trust & Investment Company
Missouri
-$11K -350 Closed
TRCT
1039
Tower Research Capital (TRC)
New York
-$10K -322 Closed
FA
1040
Fiduciary Alliance
South Carolina
-$8.43K -276 Closed
LCM
1041
Logan Capital Management
Pennsylvania
-$7.63K -250 Closed
MSCM
1042
McElhenny Sheffield Capital Management
Texas
-$7.21K -236 Closed
BL
1043
Balentine LLC
Georgia
-$6.11K -200 Closed
ACP
1044
Arcus Capital Partners
Georgia
-$5.56K -182 Closed
Jones Financial Companies
1045
Jones Financial Companies
Missouri
-$5K -178 Closed
MWM
1046
MinichMacGregor Wealth Management
New York
-$4.95K -162 Closed
GGI
1047
Godsey & Gibb Inc
Virginia
-$4.36K -143 Closed
TC
1048
Truvestments Capital
Florida
-$4.28K -140 Closed
BBHC
1049
Brown Brothers Harriman & Co
New York
-$4.12K -135 Closed
DAM
1050
Delta Asset Management
Tennessee
-$305 -10 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.