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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
BC
551
Burney Company
Virginia
$548K -$95.6K -3,073 -15%
TCM
552
Triumph Capital Management
Colorado
$547K -$130K -4,168 -19%
KPWS
553
Kestra Private Wealth Services
Texas
$546K +$38K +1,221 +7%
ACA
554
Atlas Capital Advisors
Wyoming
$544K -$181K -5,813 -25%
AP
555
Atwood & Palmer
Missouri
$544K -$70K -2,250 -11%
IF
556
Ironwood Financial
Arizona
$543K -$340K -10,945 -38%
CCA
557
Cadent Capital Advisors
Oklahoma
$543K -$98K -3,149 -15%
AWM
558
Avior Wealth Management
Nebraska
$541K +$11.2K +361 +2%
VA
559
Valmark Advisers
Ohio
$541K -$11.1K -358 -2%
KWS
560
Keystone Wealth Services
California
$535K +$546K +17,537 New
DWMG
561
DB Wealth Management Group
California
$535K -$196K -6,292 -26%
RSC
562
Red Spruce Capital
Pennsylvania
$534K
PPP
563
Private Portfolio Partners
New Jersey
$533K -$234K -7,537 -30%
IWA
564
Icon Wealth Advisors
Texas
$525K -$86.1K -2,768 -14%
NGA
565
Naples Global Advisors
Florida
$523K +$219K +7,030 +70%
BL
566
BCWM LLC
Kansas
$523K +$13.9K +446 +3%
PA
567
Parallel Advisors
California
$522K +$127K +4,072 +31%
IAG
568
Investment Advisory Group
Massachusetts
$521K +$435 +14 +0.1%
PAG
569
Powers Advisory Group
Illinois
$517K -$213K -6,852 -29%
CIC
570
Cutler Investment Counsel
Oregon
$511K -$24.1K -776 -4%
AMBIA
571
Allen Mooney & Barnes Investment Advisors
Georgia
$510K -$155K -4,986 -23%
AIS
572
AM Investment Strategies
Tennessee
$509K -$128K -4,101 -20%
MCA
573
Magnolia Capital Advisors
Mississippi
$506K +$4.2K +135 +0.8%
WANY
574
Wealthspire Advisors (New York)
New York
$503K
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$499K -$840 -27 -0.2%

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.