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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
MM
401
Main Management
California
$1.03M -$1.6M -51,366 -60%
AAG
402
Armstrong Advisory Group
Massachusetts
$1.02M +$1.04M +33,503 New
PFT
403
Providence First Trust
Arizona
$1.02M -$37.3K -1,200 -3%
FHA
404
First Horizon Advisors
Tennessee
$1.02M -$114K -3,653 -10%
BOTW
405
Bank of the West
California
$1.02M -$221K -7,098 -18%
HTC
406
Haverford Trust Company
Pennsylvania
$1.01M -$49.8K -1,600 -5%
NAG
407
Northstar Advisory Group
New Jersey
$1M -$3.61K -116 -0.4%
PTCG
408
Pring Turner Capital Group
California
$998K -$1.07M -34,432 -51%
NEPWA
409
New England Private Wealth Advisors
Massachusetts
$994K -$10.9K -351 -1%
MWA
410
Monograph Wealth Advisors
California
$994K
BKA
411
Brick & Kyle Associates
Pennsylvania
$990K -$52.9K -1,700 -5%
SRC
412
Shufro Rose & Co
New York
$981K -$750K -24,100 -43%
SIS
413
Strategic Investment Solutions
Illinois
$981K +$903K +29,024 New
CWM
414
ClientFirst Wealth Management
Arkansas
$981K -$249K -8,000 -20%
CA
415
Calton & Associates
Florida
$976K +$17.4K +561 +2%
RWM
416
Ritholtz Wealth Management
New York
$974K -$136K -4,379 -12%
JC
417
JB Capital
Connecticut
$973K +$65.5K +2,106 +7%
Neuberger Berman Group
418
Neuberger Berman Group
New York
$966K -$1.09M -34,932 -52%
BSW
419
Buckingham Strategic Wealth
Missouri
$966K -$517K -16,633 -34%
IIM
420
Ipswich Investment Management
Massachusetts
$959K
MFG
421
Magnus Financial Group
New York
$959K -$210K -6,765 -18%
AWM
422
Abound Wealth Management
Tennessee
$959K -$260K -8,374 -21%
FIM
423
Freedom Investment Management
Connecticut
$946K -$173K -5,569 -15%
ST
424
Somerset Trust
Pennsylvania
$945K +$5.44K +175 +0.6%
DJYG
425
David J. Yvars Group
Florida
$941K +$104K +3,358 +12%

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.