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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
ZCA
451
Zeke Capital Advisors
Pennsylvania
$834K
BIA
452
Benchmark Investment Advisors
Illinois
$829K +$41.2K +1,326 +5%
PFPT
453
Pinnacle Financial Partners (Tennessee)
Tennessee
$824K -$1.13M -36,252 -57%
IWM
454
IHT Wealth Management
Illinois
$822K -$61.6K -1,980 -7%
SFP
455
Strategic Financial Partners
Oregon
$811K -$19.3K -620 -2%
LAM
456
LifePro Asset Management
California
$810K -$124 -4 -0%
TCA
457
Transcend Capital Advisors
New Jersey
$809K +$243K +7,803 +42%
MAM
458
Milestone Asset Management
Pennsylvania
$800K +$750K +24,101 New
AWS
459
AJ Wealth Strategies
New York
$799K -$620K -19,929 -43%
HCM
460
Hall Capital Management
Rhode Island
$799K -$30.3K -975 -4%
CA
461
CoreCap Advisors
Michigan
$797K +$386K +12,400 +90%
MA
462
Montag & Associates
Georgia
$794K -$13.7K -440 -2%
Brown Advisory
463
Brown Advisory
Maryland
$793K +$510K +16,405 +172%
GRP
464
Global Retirement Partners
California
$790K +$57.8K +1,858 +8%
BSA
465
Bull Street Advisors
Georgia
$788K -$154K -4,956 -16%
BAM
466
Brave Asset Management
New Jersey
$786K +$299K +9,600 +60%
CFG
467
Carr Financial Group
Massachusetts
$785K +$800K +25,728 New
PP
468
Prudential plc
United Kingdom
$785K
MC
469
Moors & Cabot
Massachusetts
$784K -$45.3K -1,456 -5%
SRC
470
Sage Rhino Capital
California
$777K +$289K +9,299 +58%
DC
471
Davenport & Co
Virginia
$775K +$66.8K +2,149 +9%
ISWM
472
Independent Solutions Wealth Management
New York
$762K -$3.97M -127,637 -84%
EIP
473
Easterly Investment Partners
Massachusetts
$760K -$23.8K -765 -3%
WP
474
WealthPLAN Partners
Nebraska
$754K +$708K +22,745 New
WIM
475
WealthPlan Investment Management
Nebraska
$754K +$213K +6,856 +43%

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.