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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
IRC
301
Investors Research Corp
Georgia
$1.72M +$220K +7,065 +14%
William Blair & Company
302
William Blair & Company
Illinois
$1.71M -$155K -4,969 -8%
PIA
303
Powell Investment Advisors
Florida
$1.71M -$1.53M -49,057 -47%
DSC
304
Duncker Streett & Co
Missouri
$1.7M -$19K -612 -1%
SCA
305
Snowden Capital Advisors
New York
$1.69M +$121K +3,903 +8%
CT
306
Caldwell Trust
Florida
$1.69M +$108K +3,457 +7%
AAS
307
Annex Advisory Services
Wisconsin
$1.69M -$1.26M -40,620 -42%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$1.68M -$68.3K -2,195 -4%
CPIG
309
Chicago Partners Investment Group
Illinois
$1.67M -$66.3K -2,130 -4%
FAIM
310
Financial Advocates Investment Management
Washington
$1.66M +$1.42M +45,747 +529%
PSCM
311
Per Stirling Capital Management
Texas
$1.66M +$1.69M +54,290 New
PIMG
312
Patriot Investment Management Group
Tennessee
$1.64M -$993K -31,915 -39%
PCM
313
Palisade Capital Management
New Jersey
$1.63M +$1.66M +53,500 New
CCM
314
Crabel Capital Management
California
$1.63M +$1.66M +53,465 New
NCM
315
Noesis Capital Mangement
Florida
$1.63M -$34.2K -1,100 -2%
FHB
316
First Hawaiian Bank
Hawaii
$1.62M -$11.9K -381 -0.7%
TAM
317
Tocqueville Asset Management
New York
$1.59M +$285K +9,156 +21%
Asset Management One
318
Asset Management One
Japan
$1.59M +$16.5K +531 +1%
AWM
319
Accel Wealth Management
Iowa
$1.56M -$48.5K -1,558 -3%
Mirae Asset Global Investments
320
Mirae Asset Global Investments
South Korea
$1.54M +$317K +10,198 +25%
FANJ
321
Financial Architects (New Jersey)
New Jersey
$1.52M -$196K -6,303 -11%
CFGS
322
Concourse Financial Group Securities
Alabama
$1.51M -$29.3K -943 -2%
DWM
323
Destination Wealth Management
California
$1.5M -$379K -12,187 -20%
SHFA
324
SS&H Financial Advisors
Michigan
$1.49M -$1.17M -37,633 -44%
CT
325
Coastline Trust
Rhode Island
$1.48M -$176K -5,660 -10%

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.