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iShares Preferred and Income Securities ETF

977 hedge funds and large institutions have $6.81B invested in iShares Preferred and Income Securities ETF in 2022 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 251 increasing their positions, 466 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 97

22% more capital invested

Capital invested by funds: $5.57B → $6.81B (+$1.24B)

3% more funds holding

Funds holding: 950977 (+27)

0.34% less ownership

Funds ownership: 39.09%38.76% (-0.34%)

27% less funds holding in top 10

Funds holding in top 10: 5137 (-14)

46% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 466

87% less call options, than puts

Call options by funds: $8.93M | Put options by funds: $66.7M

Holders
977
Holders Change
+27
Holders Change %
+2.84%
% of All Funds
15.7%
Holding in Top 10
37
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-27.45%
% of All Funds
0.59%
New
142
Increased
251
Reduced
466
Closed
97
Calls
$8.93M
Puts
$66.7M
Net Calls
-$57.8M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Corrado Advisors
New Jersey
$2.4M -$41.2K -1,325 -2%
SC
227
Sierra Capital
Florida
$2.39M +$158K +5,087 +7%
GAM
228
Grandview Asset Management
Pennsylvania
$2.39M -$350K -11,236 -13%
CCA
229
Checchi Capital Advisers
California
$2.36M -$4.91M -157,806 -67%
CG
230
Colony Group
Massachusetts
$2.35M -$70.6K -2,270 -3%
ASFA
231
All Season Financial Advisors
Colorado
$2.35M +$2.39M +76,837 New
MA
232
MONECO Advisors
Connecticut
$2.34M -$76.1K -2,446 -3%
BHWA
233
Beacon Harbor Wealth Advisors
Virginia
$2.34M +$2.38M +76,657 New
BCM
234
Brookstone Capital Management
Illinois
$2.31M -$841K -27,032 -27%
MBT
235
Montecito Bank & Trust
California
$2.31M -$17.7K -568 -0.7%
SAG
236
SageView Advisory Group
California
$2.31M +$2.35M +75,555 New
NB
237
NBT Bank
New York
$2.3M -$66.5K -2,139 -3%
LCWP
238
Legacy Capital Wealth Partners
Arkansas
$2.29M +$130K +4,181 +6%
PMAM
239
Penn Mutual Asset Management
Pennsylvania
$2.27M +$2.31M +74,300 New
AFG
240
Albion Financial Group
Utah
$2.26M -$506K -16,255 -18%
AIP
241
Ameritas Investment Partners
Nebraska
$2.25M +$138K +4,426 +6%
IAS
242
IMA Advisory Services
Colorado
$2.24M -$1.09M -35,122 -32%
HAC
243
Harbor Advisory Corp
New Hampshire
$2.22M +$2.26M +72,566 New
HF
244
HRT Financial
New York
$2.21M -$61.2M -1,966,926 -96%
BWA
245
BDO Wealth Advisors
Florida
$2.2M -$137K -4,417 -6%
OCBCO
246
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.17M +$2.22M +71,253 New
GFPC
247
Global Financial Private Client
Florida
$2.16M +$404K +12,982 +22%
Wolverine Trading
248
Wolverine Trading
Illinois
$2.14M +$330K +10,607 +18%
FNT
249
First National Trust
Pennsylvania
$2.13M -$198K -6,350 -8%
WS
250
Wedbush Securities
California
$2.12M -$779K -25,047 -26%

PFF Hedge Fund Activity: Q4 2022 in Review

977 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2022, worth a combined $6.81B — up 22% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new PFF positions and 97 closed out — a net gain of 45 holders — while 251 added to existing stakes and 466 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.5M. The largest seller was US Bancorp, cutting an estimated $171M.

  • 977 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2022, up from 950 in Q3 2022.
  • Funds reported $6.81B of iShares Preferred and Income Securities ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 142 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2022 and 97 closed out, a net change of +45 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2022 was Morgan Stanley, an estimated $66.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2022 was US Bancorp, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2022.