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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
HFRG
126
Houlihan Financial Resource Group
Virginia
$5.05M +$89.3K +2,779 +2%
BWA
127
BDO Wealth Advisors
Florida
$4.92M +$2.74M +85,454 +118%
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$4.82M -$487K -15,166 -9%
BAM
129
BOS Asset Management
Illinois
$4.73M -$67.7K -2,109 -1%
ASN
130
Advisory Services Network
Georgia
$4.72M +$907K +28,250 +23%
WDA
131
Wendell David Associates
New Hampshire
$4.58M -$620K -19,290 -12%
WW
132
Westshore Wealth
California
$4.55M -$2.28M -70,876 -33%
BFC
133
Blue Fin Capital
Rhode Island
$4.5M -$55.4K -1,726 -1%
CAM
134
Congress Asset Management
Massachusetts
$4.49M -$335K -10,422 -7%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$4.44M -$137K -4,253 -2%
MMA
136
Miracle Mile Advisors
California
$4.43M -$197K -6,130 -4%
Cohen & Steers
137
Cohen & Steers
New York
$4.42M -$50.2M -1,561,625 -92%
RA
138
RFG Advisory
Alabama
$4.39M +$59.8K +1,862 +1%
OA
139
Operose Advisors
Wisconsin
$4.33M +$313K +9,745 +8%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$4.3M +$81.9K +2,550 +2%
SPIA
141
Steward Partners Investment Advisory
New York
$4.1M -$874K -27,228 -17%
BPA
142
Beacon Pointe Advisors
California
$4.05M +$3.81M +118,599 +1,060%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$4.02M -$775K -24,123 -16%
SDAM
144
Shulman DeMeo Asset Management
New York
$4M -$120K -3,731 -3%
MCC
145
Money Concepts Capital
Florida
$3.97M +$1.11M +34,591 +42%
DAS
146
Dynamic Advisor Solutions
Arizona
$3.93M +$962K +29,951 +31%
ONB
147
Old National Bancorp
Indiana
$3.88M -$254K -7,911 -6%
DADC
148
D.A. Davidson & Co
Montana
$3.85M +$882K +27,448 +29%
CFO
149
Collective Family Office
Pennsylvania
$3.8M +$515K +16,027 +15%
NW
150
NewEdge Wealth
Pennsylvania
$3.74M +$558K +17,375 +17%

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.