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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
IFO
601
Independent Family Office
New York
$438K
FLA
602
Financial Life Advisors
Texas
$437K +$166K +5,349 +60%
VHAM
603
Van Hulzen Asset Management
California
$436K -$24.7K -795 -5%
CWP
604
Cyndeo Wealth Partners
Florida
$431K +$439K +14,125 New
EWA
605
Evolution Wealth Advisors
Florida
$429K
FT
606
Fiduciary Trust
Massachusetts
$429K +$10.5K +338 +2%
CAWM
607
Capital Advisors Wealth Management
Washington
$429K -$60.9K -1,957 -12%
FDS
608
Freedom Day Solutions
Texas
$429K +$437K +14,039 New
SC
609
Stolper & Co
Oklahoma
$428K -$15.6K -502 -3%
CWM
610
Chemistry Wealth Management
New York
$427K -$5.16K -166 -1%
PMG
611
ProVise Management Group
Florida
$427K
ICG
612
InterOcean Capital Group
Tennessee
$424K -$14.7K -474 -3%
BA
613
Bristlecone Advisors
Washington
$423K
GLA
614
Good Life Advisors
Pennsylvania
$423K -$74.6K -2,398 -15%
DG
615
DMC Group
Alabama
$420K -$28K -900 -6%
HL
616
HeadInvest LLC
Maine
$419K
FFS
617
Founders Financial Securities
Maryland
$418K -$56.9K -1,829 -12%
PWP
618
Principle Wealth Partners
Connecticut
$414K
GWM
619
Greenwich Wealth Management
Connecticut
$411K -$109K -3,500 -21%
CF
620
Centaurus Financial
California
$408K -$138K -4,421 -25%
SNBOSCI
621
Security National Bank of Sioux City Iowa
Iowa
$404K -$12.4K -400 -3%
JAG
622
Journey Advisory Group
Kentucky
$403K +$75.2K +2,416 +22%
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$403K -$57.2K -1,840 -12%
TH
624
TCTC Holdings
Texas
$402K -$232K -7,458 -36%
HWMA
625
Heritage Wealth Management (Arizona)
Arizona
$402K +$199K +6,408 +95%

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.