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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
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$7.09M -$667K -20,758 -8%
NCM
102
Northside Capital Management
Oregon
$6.75M -$355K -11,065 -5%
BFG
103
Bleakley Financial Group
New Jersey
$6.54M -$170K -5,301 -2%
HNB
104
Huntington National Bank
Ohio
$6.47M
AWM
105
Angeles Wealth Management
California
$6.46M +$719K +22,391 +12%
FAP
106
Financial Advisory Partners
Florida
$6.46M -$145K -4,525 -2%
SWP
107
Stratos Wealth Partners
Ohio
$6.27M -$1.1M -34,117 -15%
LCM
108
Liberty Capital Management
Michigan
$6.17M -$104K -3,250 -2%
QFA
109
Quattro Financial Advisors
Texas
$6.14M +$6.32M +196,731 New
EWA
110
EP Wealth Advisors
California
$6.14M +$4.47M +139,174 +1,234%
IFG
111
Independent Financial Group
California
$6.12M +$4.88M +151,800 +343%
GW
112
GW & Wade
Massachusetts
$5.99M +$952K +29,656 +18%
Prudential Financial
113
Prudential Financial
New Jersey
$5.75M +$2.68M +83,390 +83%
FW
114
FirstPurpose Wealth
Utah
$5.72M -$48K -1,494 -0.8%
GWM
115
Geneos Wealth Management
Colorado
$5.66M +$205K +6,373 +4%
QIM
116
Quest Investment Management
Oregon
$5.63M
TB
117
Treynor Bancshares
Iowa
$5.6M +$51.8K +1,612 +0.9%
FCM
118
Fortis Capital Management
Washington
$5.48M +$5.05M +157,211 +860%
CWS
119
Cypress Wealth Services
California
$5.42M -$232K -7,233 -4%
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$5.33M -$739K -23,010 -12%
KC
121
Kades & Cheifetz
Pennsylvania
$5.21M +$996 +31 +0%
PAS
122
Park Avenue Securities
New York
$5.18M -$2.29M -71,448 -30%
PA
123
Parallel Advisors
California
$5.09M +$4.68M +145,819 +853%
AWM
124
Apollon Wealth Management
South Carolina
$5.08M +$582K +18,111 +13%
CAM
125
Cresset Asset Management
Illinois
$5.07M -$4.27M -132,954 -45%

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.