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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
SG
476
StoneX Group
New York
$753K -$116K -3,732 -13%
ATPW
477
Ashton Thomas Private Wealth
Arizona
$753K -$122K -3,909 -14%
LSA
478
Lion Street Advisors
Texas
$749K +$592K +19,022 New
AHC
479
Adell Harriman & Carpenter
Texas
$741K -$309K -9,933 -29%
LIA
480
LBMC Investment Advisors
Tennessee
$733K -$565K -18,163 -43%
LWA
481
Lineweaver Wealth Advisors
Ohio
$730K -$11.9K -381 -2%
SC
482
Scotia Capital
Ontario, Canada
$724K +$85.4K +2,746 +13%
WTC
483
WhitTier Trust Company
Nevada
$723K +$87.8K +2,821 +14%
HVM
484
Harvest Volatility Management
Connecticut
$720K
BJL
485
Brighton Jones LLC
Washington
$719K +$9.92K +319 +1%
MLA
486
My Legacy Advisors
Oregon
$718K -$111K -3,567 -14%
DA
487
Detalus Advisors
Missouri
$716K -$243K -7,808 -25%
CAL
488
Capital Advisors Ltd
Ohio
$716K -$16.9K -542 -2%
BRM
489
Boston Research & Management
Massachusetts
$715K +$101K +3,235 +16%
SWM
490
SeaCrest Wealth Management
New York
$714K -$498 -16 -0.1%
CST
491
Charles Schwab Trust
Nevada
$705K -$2.52M -81,007 -78%
DCM
492
Delta Capital Management
New Jersey
$703K
CSB
493
City State Bank
Iowa
$701K -$375K -12,065 -34%
WAM
494
Weatherly Asset Management
California
$693K -$81.3K -2,614 -10%
SAM
495
Sawgrass Asset Management
Florida
$687K -$289K -9,301 -29%
EW
496
Evoke Wealth
California
$682K +$257K +8,250 +59%
AAP
497
Arax Advisory Partners
Colorado
$682K -$231K -7,420 -25%
FAM
498
Flaharty Asset Management
Florida
$679K -$894K -28,742 -56%
CAM
499
Carret Asset Management
New York
$676K -$161K -5,181 -19%
AUB
500
Atlantic Union Bankshares
Virginia
$675K +$283K +9,084 +70%

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.