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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
AWM
676
Axxcess Wealth Management
California
$329K -$238K -7,654 -42%
IWP
677
Insight Wealth Partners
Texas
$328K +$334K +10,737 New
CB
678
Cadence Bank
Mississippi
$328K -$23.3K -750 -7%
FFA
679
Founders Financial Alliance
North Carolina
$324K -$12.9K -415 -4%
ACM
680
AlphaStar Capital Management
North Carolina
$320K -$16.8K -540 -5%
HKIMG
681
Hutchens & Kramer Investment Management Group
Indiana
$319K -$2.92K -94 -0.9%
TCM
682
TD Capital Management
Tennessee
$318K -$304K -9,783 -48%
MWM
683
Melfa Wealth Management
Massachusetts
$317K +$323K +10,378 New
FIA
684
Foundations Investment Advisors
Arizona
$314K +$6.69K +215 +2%
FPAS
685
Focus Partners Advisor Solutions
Missouri
$313K +$63.5K +2,042 +25%
TCBWMS
686
Texas Capital Bank Wealth Management Services
Texas
$312K -$210K -6,766 -40%
MCA
687
MSH Capital Advisors
Arizona
$311K +$3.52K +113 +1%
TL
688
Tradewinds LLC
North Carolina
$311K +$66.7K +2,143 New
SPFA
689
Summit Place Financial Advisors
New Jersey
$311K -$53.7K -1,725 -14%
ABC
690
Associated Banc-Corp
Wisconsin
$310K
ATC
691
Argent Trust Co
Tennessee
$309K +$118K +3,780 +60%
SCM
692
Sterneck Capital Management
Missouri
$306K +$312K +10,030 New
MIM
693
Merrion Investment Management
New Jersey
$305K
SAS
694
Sanford Advisory Services
Michigan
$304K -$178K -5,722 -36%
WCM
695
WealthBridge Capital Management
Ohio
$303K -$63.9K -2,053 -17%
CM
696
Cercano Management
Washington
$303K +$309K +9,932 New
IHL
697
Investment House LLC
California
$302K
COCM
698
Charter Oak Capital Management
New Hampshire
$296K -$34.2K -1,100 -10%
RI
699
Ridgewood Investments
New Jersey
$296K
EFG
700
Ethos Financial Group
Pennsylvania
$295K +$303K +9,729 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.