We are live on ! Find out more
PFF icon

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
SAM
26
SP Asset Management
California
$38.2M -$5.85M -188,223 -13%
FMLI
27
Fukoku Mutual Life Insurance
Japan
$34.7M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$32.7M -$2.82M -90,614 -8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$32.1M +$8.82M +283,548 +37%
SMFG
30
Sumitomo Mitsui Financial Group
Japan
$31.7M -$4.28M -137,549 -12%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$31.5M -$7.18M -230,899 -18%
SI
32
Stephens Inc
Arkansas
$29.8M -$1.11M -35,809 -4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28M +$28.5M +915,803 New
Barclays
34
Barclays
United Kingdom
$27.4M +$27.9M +897,112 New
WF
35
Welch & Forbes
Massachusetts
$27M -$2.36M -75,788 -8%
IWS
36
Insight Wealth Strategies
California
$26.5M +$604K +19,414 +2%
RJA
37
Raymond James & Associates
Florida
$25.9M +$2.97M +95,357 +13%
CWM
38
Congress Wealth Management
Massachusetts
$23.8M -$1.57M -50,416 -6%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$23.3M +$15.2M +488,585 +178%
SF
40
Synovus Financial
Georgia
$20.4M -$2.23M -71,701 -10%
BFS
41
Bard Financial Services
Connecticut
$19.5M +$87.9K +2,825 +0.4%
MML Investors Services
42
MML Investors Services
Massachusetts
$18.9M +$109K +3,520 +0.6%
HighTower Advisors
43
HighTower Advisors
Illinois
$18.7M +$4.3M +138,398 +29%
Stifel Financial
44
Stifel Financial
Missouri
$18.2M -$1.5M -48,370 -8%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$17.5M -$4.09M -131,463 -19%
CTB
46
Country Trust Bank
Illinois
$17.4M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$16.8M -$178K -5,712 -1%
AssetMark Inc
48
AssetMark Inc
California
$16.2M +$227K +7,309 +1%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$16.1M -$3.52M -113,283 -18%
BF
50
BOK Financial
Oklahoma
$15.8M -$361K -11,590 -2%

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.