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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
WSFS
426
Wilmington Savings Fund Society
Delaware
$933K -$358K -11,519 -27%
SCA
427
STALEY CAPITAL ADVISERS
Pennsylvania
$922K
KA
428
Kovack Advisors
Florida
$917K -$2.55K -82 -0.3%
BCM
429
Bowie Capital Management
Texas
$916K
SCM
430
SOL Capital Management
Maryland
$906K +$923K +29,670 New
TWC
431
TD Waterhouse Canada
Ontario, Canada
$901K -$108K -3,479 -11%
BCA
432
Bay Colony Advisors
Massachusetts
$895K +$191K +6,143 +27%
VFM
433
Valley Financial Management
New York
$890K +$89.1K +2,864 +11%
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$889K -$271K -8,705 -23%
NW
435
Naviter Wealth
Arkansas
$888K +$833K +26,786 New
Betterment LLC
436
Betterment LLC
New York
$882K +$898K +28,880 New
PA
437
Pinnacle Associates
New York
$881K -$63.6K -2,045 -7%
WWM
438
Western Wealth Management
Colorado
$877K -$1.37M -44,065 -61%
RIA
439
Richwood Investment Advisors
Ohio
$877K -$32.3K -1,037 -3%
FAT
440
First American Trust
California
$872K +$92.7K +2,981 +12%
SCG
441
Sonata Capital Group
Washington
$869K -$1.52K -49 -0.2%
MPW
442
MGO Private Wealth
California
$869K +$885K +28,453 New
TWM
443
Tradition Wealth Management
Minnesota
$865K -$557K -17,904 -39%
TCM
444
Traynor Capital Management
Pennsylvania
$862K -$134K -4,301 -13%
CHA
445
Carmichael Hill & Associates
Maryland
$862K +$10.5K +339 +1%
HI
446
Harbour Investments
Wisconsin
$858K -$60.9K -1,959 -7%
SSW
447
Stone Summit Wealth
Florida
$855K +$274K +8,803 +46%
Bessemer Group
448
Bessemer Group
New Jersey
$843K -$603K -19,393 -41%
DWM
449
Dakota Wealth Management
Florida
$843K -$5.37M -172,481 -86%
KWM
450
Kingsview Wealth Management
Oregon
$837K -$696K -22,384 -45%

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.