iShares Preferred and Income Securities ETF
959 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 333 increasing their positions, 405 reducing their positions, and 76 closing their positions.
42% more call options, than puts
Call options by funds: $17M | Put options by funds: $12M
12% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 76
8% more capital inflows, than outflows
Capital inflows: $414M | Capital outflows: $381M
0.1% less ownership
Funds ownership: 38.39% → 38.29% (-0.1%)
0% less funds holding
Funds holding: 961 → 959 (-2)
3% less funds holding in top 10
Funds holding in top 10: 36 → 35 (-1)
18% less repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 405
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRT Financial
New York
|
+$46.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$43.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$31.6M |
| 4 |
Rockefeller Capital Management
New York
|
+$23.8M |
| 5 |
JP Morgan Chase
New York
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ocean Park Asset Management
Santa Monica,
California
|
-$33.6M |
| 2 |
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$16.7M |
| 3 |
RS Crum Inc
Newport Beach,
California
|
-$16.2M |
| 4 |
Morgan Stanley
New York
|
-$14.3M |
| 5 |
Family Investment Center
Saint Joseph,
Missouri
|
-$14.1M |
PFF Hedge Fund Activity: Q3 2023 in Review
959 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2023, worth a combined $4.92B — down 1.5% from $5B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new PFF positions and 76 closed out — a net gain of 9 holders — while 333 added to existing stakes and 405 trimmed.
The largest buyer was HRT Financial, adding an estimated $46.7M. The largest seller was Ocean Park Asset Management, exiting entirely with an estimated $33.6M sold.
- 959 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2023, down from 961 in Q2 2023.
- Funds reported $4.92B of iShares Preferred and Income Securities ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 85 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2023 and 76 closed out, a net change of +9 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q3 2023 was HRT Financial, an estimated $46.7M added.
- The largest iShares Preferred and Income Securities ETF seller in Q3 2023 was Ocean Park Asset Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2023.