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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
MFA
651
Mayflower Financial Advisors
Massachusetts
$366K +$10.1K +326 +3%
CCFM
652
Clear Creek Financial Management
Washington
$365K +$158K +5,069 +74%
AWE
653
Avidian Wealth Enterprises
Texas
$364K -$83.4K -2,682 -18%
SP
654
SWS Partners
Ohio
$359K +$366K +11,771 New
FA
655
Flagstar Advisors
New York
$358K -$757K -24,335 -67%
SCM
656
Schnieders Capital Management
California
$357K +$1.55K +50 +0.4%
GJIC
657
Gamble Jones Investment Counsel
California
$356K
GBT
658
Grove Bank & Trust
Florida
$356K -$23.3K -750 -6%
GVAG
659
Great Valley Advisor Group
Delaware
$348K -$16.8K -540 -5%
TWA
660
TCI Wealth Advisors
Arizona
$346K
FF
661
Financial Futures
New Jersey
$345K -$50.3K -1,617 -13%
EWA
662
EP Wealth Advisors
California
$344K -$61.9K -1,989 -15%
PCA
663
Peddock Capital Advisors
Massachusetts
$343K -$27.3K -879 -7%
BPA
664
Beacon Pointe Advisors
California
$342K +$13.7K +441 +4%
Principal Financial Group
665
Principal Financial Group
Iowa
$341K +$347K +11,160 New
LWP
666
Lumature Wealth Partners
Georgia
$340K +$11.7K +375 +3%
BFA
667
Bragg Financial Advisors
North Carolina
$336K
HCP
668
Hexagon Capital Partners
Arkansas
$335K -$143K -4,601 -30%
CCG
669
Cypress Capital Group
Florida
$333K -$107K -3,435 -24%
SIS
670
Sound Income Strategies
Florida
$331K -$27.2K -876 -7%
SWP
671
Strategic Wealth Partners
Ohio
$331K +$44.1K +1,418 +15%
GSIAS
672
Garden State Investment Advisory Services
New Jersey
$331K +$337K +10,839 New
IP
673
Intellectus Partners
California
$331K +$337K +10,827 New
FFA
674
Farther Finance Advisors
California
$330K +$336K +10,810 New
SS
675
Sunbelt Securities
Texas
$329K -$208K -6,700 -38%

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.