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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
MHR
626
Matthew Hamilton Rosenberg
$400K -$80.4K -2,584 -16%
BSSFA
627
Baron Silver Stevens Financial Advisors
Florida
$399K +$29.6K +953 +8%
ES
628
ETF Store
Kansas
$397K +$6.66K +214 +2%
JCM
629
Jacobi Capital Management
Pennsylvania
$397K -$5.6K -180 -1%
State Farm Mutual Automobile Insurance
630
State Farm Mutual Automobile Insurance
Illinois
$397K
SC
631
Slow Capital
California
$395K -$20.2K -650 -5%
FNB
632
Farmers National Bank
Kentucky
$395K -$523K -16,815 -57%
FNBT
633
FineMark National Bank & Trust
Florida
$395K +$126K +4,049 +46%
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$391K -$480K -15,445 -55%
FNT
635
First Nebraska Trust
Nebraska
$390K +$19.6K +631 +5%
RFN
636
RDA Financial Network
Iowa
$388K +$34.6K +1,112 +10%
HIA
637
Harbor Investment Advisory
Maryland
$387K -$59.1K -1,900 -13%
SG
638
Somerset Group
Minnesota
$386K
CIA
639
Capital Investment Advisors
Georgia
$386K +$143K +4,608 +57%
HWM
640
HB Wealth Management
Georgia
$386K +$135K +4,351 +53%
CH
641
Canton Hathaway
Rhode Island
$382K
WBCM
642
Wilson & Boucher Capital Management
California
$382K -$18.7K -600 -5%
SCA
643
Stokes Capital Advisors
South Carolina
$380K -$26.5K -853 -6%
BB
644
Bell Bank
North Dakota
$379K
HAG
645
HF Advisory Group
Maryland
$377K +$384K +12,346 New
NWM
646
Northwest Wealth Management
Iowa
$372K -$140K -4,503 -27%
BFG
647
Beacon Financial Group
Texas
$371K +$13.2K +425 +4%
CWM
648
Collaborative Wealth Management
Florida
$370K
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$368K -$58.6K -1,885 -14%
CRC
650
Curi RMB Capital
Illinois
$367K +$374K +12,022 New

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.