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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
ClearBridge Investments
176
ClearBridge Investments
New York
$3.33M +$89.9K +2,800 +3%
MF
177
Montis Financial
Massachusetts
$3.32M +$3.41M +106,216 New
BRWA
178
B. Riley Wealth Advisors
Florida
$3.31M +$302K +9,403 +10%
PA
179
Perennial Advisors
New York
$3.28M -$1.58M -49,156 -32%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$3.25M -$422K -13,143 -11%
CAAM
181
Cornerstone Advisors Asset Management
Pennsylvania
$3.23M +$385K +11,976 +13%
OIA
182
OneDigital Investment Advisors
Kansas
$3.22M +$163K +5,083 +5%
LFAS
183
Level Four Advisory Services
Texas
$3.22M +$395K +12,309 +14%
FTS
184
Fifth Third Securities
Ohio
$3.21M -$21.6K -671 -0.6%
BHWA
185
Beacon Harbor Wealth Advisors
Virginia
$3.14M +$770K +23,991 +31%
GWAM
186
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.07M -$75K -2,336 -2%
NSB
187
Norway Savings Bank
Maine
$2.94M -$13.2K -411 -0.4%
HSBC Holdings
188
HSBC Holdings
United Kingdom
$2.92M +$110K +3,426 +4%
GWM
189
GSB Wealth Management
Connecticut
$2.9M +$78.5K +2,443 +3%
PCM
190
Palouse Capital Management
Washington
$2.89M -$366K -11,396 -11%
MCM
191
McRae Capital Management
New Jersey
$2.89M -$126K -3,915 -4%
SVWAG
192
Sound View Wealth Advisors Group
Georgia
$2.88M +$102K +3,182 +4%
BIP
193
Bouvel Investment Partners
Pennsylvania
$2.85M +$1.52M +47,360 +108%
WT
194
Whittier Trust
California
$2.84M -$101K -3,146 -3%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$2.78M +$645K +20,073 +29%
DBIA
196
Dumont & Blake Investment Advisors
New Jersey
$2.78M +$225K +7,006 +9%
SWM
197
Spire Wealth Management
Virginia
$2.76M +$1.4M +43,622 +97%
PC
198
Prairiewood Capital
North Dakota
$2.74M +$450 +14 +0%
SPC
199
Sigma Planning Corp
Michigan
$2.71M -$105K -3,273 -4%
GAA
200
Global Assets Advisory
Florida
$2.69M +$214K +6,648 +8%

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.