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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
MOS
326
MGO One Seven
Ohio
$1.48M -$354K -11,391 -19%
EWA
327
Etesian Wealth Advisors
Oregon
$1.48M +$1.51M +48,437 New
WC
328
Whitney & Co
New York
$1.47M -$28K -901 -2%
CC
329
Cornerstone Capital
California
$1.47M -$72.3K -2,325 -5%
XF
330
XML Financial
Maryland
$1.46M -$99.6K -3,202 -6%
KIA
331
KCM Investment Advisors
California
$1.46M -$1.53M -49,282 -51%
BAM
332
Banta Asset Management
California
$1.44M
BAM
333
Baldrige Asset Management
Pennsylvania
$1.43M -$96.3K -3,096 -6%
ACP
334
Aviance Capital Partners
Florida
$1.43M -$393K -12,647 -21%
FFN
335
Focus Financial Network
Minnesota
$1.43M -$67.8K -2,180 -4%
DJSG
336
D.J. St. Germain
Massachusetts
$1.42M +$763K +24,539 +24%
BEI
337
Benjamin Edwards Inc
Missouri
$1.42M +$213K +6,860 +17%
SG
338
Sharper & Granite
California
$1.42M +$1.44M +46,397 New
APWA
339
Atlas Private Wealth Advisors
New Jersey
$1.4M -$135K -4,350 -9%
SFS
340
Sowell Financial Services
Arkansas
$1.4M +$151K +4,864 +12%
HFA
341
High Falls Advisors
New York
$1.39M -$170K -5,475 -11%
FFBTD
342
First Financial Bank - Trust Division
Ohio
$1.37M +$149K +4,792 +12%
SWM
343
Spire Wealth Management
Virginia
$1.37M +$353K +11,356 +34%
EH
344
Equitable Holdings
New York
$1.35M +$159K +5,120 +13%
IFG
345
Independent Financial Group
California
$1.35M -$111K -3,574 -7%
PCIA
346
Prime Capital Investment Advisors
Kansas
$1.34M -$78.9K -2,535 -5%
BIP
347
Bouvel Investment Partners
Pennsylvania
$1.34M +$14.3K +459 +1%
FA
348
FC Advisory
Pennsylvania
$1.34M +$71K +2,284 +5%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$70K +2,251 +5%
CGH
350
CMG Global Holdings
Texas
$1.33M -$654K -21,021 -33%

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.