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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
GTAM
251
Global Trust Asset Management
Florida
$2.11M -$1.97M -63,176 -48%
Bank of New York Mellon
252
Bank of New York Mellon
New York
$2.11M +$113K +3,628 +6%
Northern Trust
253
Northern Trust
Illinois
$2.09M +$623K +20,033 +41%
SEI Investments
254
SEI Investments
Pennsylvania
$2.09M +$1.4M +44,869 +190%
UCFA
255
United Capital Financial Advisors
Texas
$2.07M -$586K -18,834 -22%
BOS
256
Bank of Stockton
California
$2.07M +$97.9K +3,147 +5%
AI
257
Atria Investments
North Carolina
$2.07M +$12K +386 +0.6%
JPLA
258
Joseph P. Lucia & Associates
New York
$2.04M -$63.6K -2,046 -3%
TA
259
TFG Advisers
Michigan
$2.03M -$157K -5,039 -7%
CCT
260
Capital City Trust
Florida
$2.02M -$250K -8,042 -11%
BB
261
Busey Bank
Illinois
$2.01M -$39.6K -1,272 -2%
TA
262
TrueWealth Advisors
Alabama
$2M -$5.32K -171 -0.3%
WB
263
WesBanco Bank
West Virginia
$1.99M +$10.2K +328 +0.5%
EW
264
Enzi Wealth
Texas
$1.99M -$235K -7,569 -11%
FWA
265
FOCUS Wealth Advisors
Texas
$1.98M -$6.87K -221 -0.3%
SWA
266
Stratos Wealth Advisors
Ohio
$1.96M +$682K +21,921 +52%
CNFG
267
Creegan & Nassoura Financial Group
New Hampshire
$1.94M -$15.6K -500 -0.8%
LPIC
268
LeJeune Puetz Investment Counsel
Michigan
$1.94M -$11.7K -377 -0.6%
DE
269
Day & Ennis
Georgia
$1.93M -$642K -20,653 -25%
FWM
270
Finer Wealth Management
Massachusetts
$1.93M -$546K -17,556 -22%
HCM
271
Highview Capital Management
Illinois
$1.92M +$563K +18,098 +210%
SIC
272
Salem Investment Counselors
North Carolina
$1.92M -$937K -30,129 -32%
Comerica Bank
273
Comerica Bank
Texas
$1.92M -$831K -26,726 -31%
PWM
274
Perigon Wealth Management
California
$1.91M +$743K +23,898 +62%
HWA
275
HCR Wealth Advisors
California
$1.91M -$700K -22,495 -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.