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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
SC
151
SouthState Corp
Florida
$3.73M +$105K +3,262 +3%
CFP
152
Curran Financial Partners
South Carolina
$3.72M +$442K +13,752 +13%
SIAP
153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.71M +$129K +4,031 +4%
JGIA
154
Jackson Grant Investment Advisers
Connecticut
$3.67M +$136K +4,236 +4%
HWM
155
Howard Wealth Management
Connecticut
$3.66M -$114K -3,563 -3%
SWA
156
Sax Wealth Advisors
New Jersey
$3.62M -$117K -3,638 -3%
PFS
157
Prospera Financial Services
Texas
$3.61M +$345K +10,728 +10%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$3.61M -$207K -6,432 -5%
HH
159
Hilltop Holdings
Texas
$3.6M +$82.4K +2,566 +2%
GG
160
Golden Green
South Carolina
$3.56M +$385K +11,992 +12%
GKWIM
161
Gerber Kawasaki Wealth & Investment Management
California
$3.52M +$1.03M +31,943 +39%
SFG
162
StrategIQ Financial Group
Indiana
$3.5M +$153K +4,752 +4%
WF
163
Wayfinding Financial
Washington
$3.5M +$3.6M +112,134 New
WWM
164
Windsor Wealth Management
Indiana
$3.5M +$669K +20,825 +23%
BCI
165
Brinker Capital Investments
Pennsylvania
$3.43M +$704K +21,920 +25%
OPS
166
Orion Portfolio Solutions
Nebraska
$3.43M +$2.18M +67,991 +163%
MA
167
Mutual Advisors
Nebraska
$3.42M +$292K +9,093 +9%
SFG
168
Summit Financial Group
West Virginia
$3.41M +$133K +4,140 +4%
DI
169
Disciplined Investments
Oklahoma
$3.41M -$70.4K -2,191 -2%
BBL
170
Beck Bode LLC
Massachusetts
$3.41M -$334K -10,392 -9%
AI
171
Atria Investments
North Carolina
$3.41M +$1.33M +41,426 +61%
MA
172
Modus Advisors
Minnesota
$3.39M +$49.2K +1,532 +1%
OC
173
Oppenheimer & Co
New York
$3.38M -$462K -14,392 -12%
PFA
174
Pathway Financial Advisers
Indiana
$3.35M +$31.7K +986 +0.9%
NL
175
NVWM LLC
Pennsylvania
$3.34M +$751K +23,390 +28%

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.