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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
FMC
501
First Merchants Corp
Indiana
$674K -$124K -3,977 -15%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$671K -$65.7K -2,111 -9%
CFA
503
Compass Financial Advisors
Indiana
$665K -$76.9K -2,472 -10%
HCM
504
Hilton Capital Management
New York
$665K
SXL
505
Summit X LLC
Missouri
$664K -$6K -193 -0.9%
CF
506
Clarity Financial
Texas
$652K -$4.07M -130,769 -86%
TYCC
507
Texas Yale Capital Corp
Florida
$651K -$871K -27,991 -57%
SBIA
508
Sheaff Brock Investment Advisors
Indiana
$647K +$22.6K +725 +4%
CA
509
Cumberland Advisors
Florida
$641K
GFS
510
GYL Financial Synergies
Connecticut
$638K +$196K +6,294 +43%
IWM
511
Integris Wealth Management
California
$637K +$649K +20,862 New
HCM
512
Hollencrest Capital Management
California
$637K +$64.4K +2,070 +11%
PTC
513
Private Trust Company
Ohio
$630K -$62.2K -2,000 -9%
APP
514
Avantax Planning Partners
Iowa
$628K +$32.4K +1,040 +5%
FLC
515
Fifth Lane Capital
Texas
$627K +$638K +20,521 New
FCA
516
FinTrust Capital Advisors
South Carolina
$623K -$112K -3,612 -15%
AOWM
517
Alpha Omega Wealth Management
Virginia
$622K +$65.7K +2,113 +12%
Mackenzie Financial
518
Mackenzie Financial
Ontario, Canada
$620K +$12K +387 +2%
ST
519
Smithfield Trust
Pennsylvania
$619K -$1.28M -41,103 -67%
GIA
520
Gladstone Institutional Advisory
Florida
$618K -$68.3K -2,195 -10%
PVM
521
Palogic Value Management
Texas
$611K +$622K +20,000 New
RWB
522
RMR Wealth Builders
New Jersey
$610K -$15.2K -489 -2%
IFA
523
Interactive Financial Advisors
Illinois
$610K +$113K +3,629 +22%
LMKC
524
L.M. Kohn & Company
Ohio
$610K +$39.4K +1,268 +7%
PA
525
Procyon Advisors
Connecticut
$598K +$38.7K +1,243 +7%

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.