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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
AF
526
Allworth Financial
California
$597K -$190K -6,111 -24%
CPA
527
Cardiff Park Advisors
California
$597K +$11.6K +372 +2%
LC
528
Lindbrook Capital
California
$586K
WPC
529
Wedmont Private Capital
Pennsylvania
$585K +$21.7K +697 +4%
IWC
530
Integrated Wealth Concepts
Massachusetts
$583K -$110K -3,531 -16%
NA
531
Nottingham Advisors
New York
$580K -$91.2K -2,932 -13%
SFA
532
Sequoia Financial Advisors
Ohio
$577K +$341K +10,965 +138%
CAAS
533
Capital Asset Advisory Services
Michigan
$576K -$85.7K -2,754 -13%
CA
534
CGN Advisors
Kansas
$576K -$343K -11,038 -37%
OHWP
535
Oak Harbor Wealth Partners
North Carolina
$576K -$51.9K -1,669 -8%
First Manhattan
536
First Manhattan
New York
$575K
FFG
537
Fortem Financial Group
California
$575K +$180K +5,801 +45%
WJA
538
Willis Johnson & Associates
Texas
$572K +$4.95K +159 +0.9%
CFG
539
Citizens Financial Group
Rhode Island
$572K +$100K +3,230 +21%
MSFS
540
Main Street Financial Solutions
Pennsylvania
$569K -$76.1K -2,448 -12%
BC
541
Barrett & Company
Rhode Island
$566K
FCM
542
Fortis Capital Management
Washington
$558K -$188K -6,058 -25%
WW
543
Waterfront Wealth
Kansas
$556K +$518K +16,656 New
PWP
544
Perfromance Wealth Partners
Illinois
$555K -$7.71K -248 -1%
LWM
545
Lodestone Wealth Management
Washington
$554K +$564K +18,139 New
SMC
546
Smith, Moore & Co
Missouri
$553K -$93 -3 -0%
BTI
547
Blue Trust Inc
Georgia
$553K -$20.2K -650 -4%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$552K +$290K +9,326 +107%
DIA
549
Dana Investment Advisors
Wisconsin
$551K -$21.7K -699 -4%
SW
550
SkyOak Wealth
Michigan
$550K -$23.3K -750 -4%

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.