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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
CHC
276
City Holding Co
West Virginia
$1.9M -$94.1K -3,025 -5%
MC
277
Mathes Company
New York
$1.9M -$124K -4,000 -6%
QWM
278
QP Wealth Management
New Jersey
$1.9M +$1.93M +62,200 New
FDCDDQ
279
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89M -$648K -20,833 -25%
MFG
280
MidWestOne Financial Group
Iowa
$1.89M -$429K -13,793 -18%
CA
281
Crewe Advisors
Utah
$1.89M +$442K +14,213 +30%
IA
282
IFG Advisory
Georgia
$1.88M +$186K +5,981 +11%
JWBC
283
J.W. Burns & Co
New York
$1.88M -$272K -8,735 -12%
PWM
284
Peterson Wealth Management
Nevada
$1.88M -$191K -6,130 -9%
CB
285
Community Bank
New York
$1.88M -$203K -6,530 -10%
DCM
286
Donaldson Capital Management
Indiana
$1.87M -$133K -4,272 -7%
JWCA
287
J.W. Cole Advisors
Florida
$1.85M -$129K -4,153 -6%
BST
288
Bath Savings Trust
Maine
$1.84M -$46K -1,478 -2%
PWW
289
Pettyjohn Wood & White
Virginia
$1.83M -$222K -7,150 -11%
IAIM
290
Industrial Alliance Investment Management
Quebec, Canada
$1.83M -$152K -4,889 -8%
RIA
291
Realta Investment Advisors
Delaware
$1.82M -$15.2K -489 -0.8%
CANC
292
Culbertson A N & Co
Virginia
$1.82M +$271K +8,700 +17%
YC
293
Yarbrough Capital
Tennessee
$1.81M
AC
294
Anson Capital
Georgia
$1.79M -$1.75M -56,366 -49%
CTC
295
Central Trust Company
Missouri
$1.77M -$240K -7,703 -12%
FWP
296
FAS Wealth Partners
Kansas
$1.74M -$243K -7,806 -12%
PA
297
PFG Advisors
Arizona
$1.74M -$262K -8,412 -13%
KBFS
298
Kohmann Bosshard Financial Services
Ohio
$1.73M +$627K +20,163 +55%
FNBOSM
299
First National Bank of South Miami
Florida
$1.72M -$83.8K -2,694 -5%
HA
300
HFG Advisors
Ohio
$1.72M +$3.39K +109 +0.2%

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.