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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
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$1.14M -$47.6K -1,530 -4%
TA
377
Townsend & Associates
Colorado
$1.14M +$1.07M +34,496 New
SWP
378
Summit Wealth Partners
Florida
$1.13M +$222K +7,125 +24%
Lido Advisors
379
Lido Advisors
California
$1.13M -$10.5K -339 -0.9%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$1.13M -$39.5K -1,270 -3%
BC
381
Bartlett & Co
Ohio
$1.13M -$39.5K -1,270 -3%
KFP
382
KMG Fiduciary Partners
Ohio
$1.12M +$103K +3,296 +10%
AAS
383
Ameritas Advisory Services
Nebraska
$1.12M -$161K -5,177 -12%
AWA
384
Aletheian Wealth Advisors
Washington
$1.11M +$260K +8,373 +30%
EFS
385
Essex Financial Services
Connecticut
$1.11M -$109K -3,512 -9%
MYIA
386
Mount Yale Investment Advisors
Colorado
$1.11M +$1.13M +36,334 New
IAN
387
Integrated Advisors Network
Texas
$1.09M +$59.5K +1,914 +6%
TPWM
388
Twelve Points Wealth Management
Massachusetts
$1.09M +$1.11M +35,755 New
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$1.09M -$100K -3,222 -8%
LWAC
390
Laurel Wealth Advisors (California)
California
$1.06M +$149K +4,783 +16%
B
391
Bensler
Washington
$1.06M +$12.5K +403 +1%
WA
392
Wealthstar Advisors
Texas
$1.06M -$17K -546 -2%
RWIA
393
Roger Wittlin Investment Advisory
California
$1.06M +$933K +29,996 +648%
V
394
Veritable
Delaware
$1.06M -$2.8M -90,064 -72%
OFG
395
Orcam Financial Group
California
$1.05M +$152K +4,874 +16%
NSIM
396
North Star Investment Management
Illinois
$1.05M +$45.8K +1,473 +4%
CCM
397
Canal Capital Management
Virginia
$1.04M +$1.06M +34,222 New
MIA
398
MMBG Investment Advisors
Florida
$1.03M -$311 -10 -0%
RWA
399
Redmont Wealth Advisors
Illinois
$1.03M +$101K +3,260 +11%
B
400
Bellecapital
Switzerland
$1.03M

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.