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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
RG
576
Rathbones Group
United Kingdom
$498K +$56K +1,800 +12%
PCP
577
Proficio Capital Partners
Massachusetts
$498K +$507K +16,300 New
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$497K -$53.8K -1,728 -10%
JFG
579
Jefferies Financial Group
New York
$493K +$503K +16,161 New
EL
580
EQ LLC
Washington
$493K -$227K -7,282 -31%
FWIA
581
Fort Washington Investment Advisors
Ohio
$489K -$18.7K -600 -4%
IP
582
Ignite Planners
California
$479K +$149K +4,776 +50%
BHWM
583
Bar Harbor Wealth Management
New Hampshire
$478K -$312K -10,029 -39%
RCA
584
Ranch Capital Advisors
Florida
$473K -$93.2K -2,996 -16%
AMM
585
American Money Management
California
$468K -$12.8K -410 -3%
HIP
586
HUB Investment Partners
Texas
$468K +$74.6K +2,397 +19%
WCG
587
Weaver Consulting Group
California
$466K -$48K -1,542 -9%
SBH
588
Segall Bryant & Hamill
Illinois
$465K +$40.5K +1,303 +9%
FB
589
Fulton Bank
Pennsylvania
$461K
LWMG
590
Levy Wealth Management Group
Pennsylvania
$454K +$136K +4,370 +42%
VVP
591
Venture Visionary Partners
Ohio
$452K -$34.2K -1,099 -7%
FHC
592
First Heartland Consultants
Missouri
$451K +$2.52K +81 +0.6%
RC
593
Reik & Co
New York
$450K
SWA
594
SFMG Wealth Advisors
Texas
$447K +$45.9K +1,476 +11%
WHC
595
Wulff, Hansen & Co
California
$447K -$67.7K -2,175 -13%
MA
596
MKT Advisors
California
$446K -$26.2K -841 -6%
EGA
597
E&G Advisors
Texas
$442K -$118K -3,800 -21%
GWSG
598
GPS Wealth Strategies Group
Colorado
$440K +$218 +7 +0%
SCM
599
Stonehearth Capital Management
Massachusetts
$440K +$448K +14,403 New
GEA
600
Glen Eagle Advisors
New Jersey
$438K -$54.6K -1,755 -11%

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.