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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
KFI
351
Key Financial Inc
Pennsylvania
$1.31M
NP
352
NorthRock Partners
Minnesota
$1.3M -$1.15M -37,082 -47%
BOM
353
Bank of Marin
California
$1.29M +$4.85K +156 +0.4%
KWMG
354
King Wealth Management Group
Florida
$1.29M +$14.6K +469 +1%
JIC
355
Joel Isaacson & Co
New York
$1.29M -$240K -7,711 -15%
RJT
356
Raymond James Trust
Florida
$1.28M -$14.3K -459 -1%
OPS
357
Orion Portfolio Solutions
Nebraska
$1.28M +$546K +17,559 +72%
VAM
358
Verity Asset Management
North Carolina
$1.27M +$640K +20,576 +97%
HSA
359
HBK Sorce Advisory
Pennsylvania
$1.27M +$649K +20,854 +100%
BWA
360
Blodgett Wealth Advisors
California
$1.25M -$1.08M -34,566 -46%
FNC
361
First National Corp
Massachusetts
$1.25M +$53.2K +1,709 +4%
EDRH
362
Edmond de Rothschild Holding
Switzerland
$1.24M
WPC
363
White Pine Capital
Minnesota
$1.24M -$107K -3,455 -8%
HFG
364
Heron Financial Group
New York
$1.22M -$1.51M -48,562 -56%
RIG
365
RiverFront Investment Group
Virginia
$1.22M +$428K +13,767 +53%
LNC
366
Lincoln National Corp
Pennsylvania
$1.21M -$1.16M -37,439 -49%
RBC
367
Romano Brothers & Co
Illinois
$1.19M -$62K -1,993 -5%
EAMA
368
EFG Asset Management (Americas)
Florida
$1.19M
GPA
369
Guidance Point Advisors
Massachusetts
$1.19M +$8.3K +267 +0.7%
V
370
ViaWealth
Kansas
$1.18M +$1.15M +37,060 New
LPAM
371
Lodestar Private Asset Management
California
$1.17M +$1.19M +38,408 New
AA
372
Aire Advisors
California
$1.16M +$314K +10,104 +37%
BAM
373
Belpointe Asset Management
Nevada
$1.15M -$1.43M -46,042 -55%
PAG
374
Private Advisor Group
New Jersey
$1.15M -$100K -3,220 -1%
ACIM
375
Azimuth Capital Investment Management
Michigan
$1.15M -$2.59M -83,395 -69%

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.