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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
SIC
701
Samalin Investment Counsel
New York
$295K +$5.51K +177 +2%
PIA
702
Panoramic Investment Advisors
Colorado
$294K +$299K +9,620 New
HIF
703
Hill Island Financial
Michigan
$293K +$299K +9,600 New
OIA
704
Optimum Investment Advisors
Illinois
$293K -$12.4K -400 -4%
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$293K -$19.4K -625 -6%
PFC
706
Phocas Financial Corp
California
$292K -$47.7K -1,533 -14%
GJIA
707
Glass Jacobson Investment Advisors
Maryland
$290K +$296K +9,501 New
GP
708
Girard Partners
Pennsylvania
$290K -$24.4K -784 -8%
CPO
709
Cerity Partners OCIO
New York
$286K -$10.8K -347 -4%
OFG
710
Omega Financial Group
California
$286K -$7.56K -243 -3%
PCWA
711
Pacific Capital Wealth Advisors
California
$285K -$48.3K -1,552 -14%
GG
712
GenWealth Group
New Jersey
$285K
UBV
713
United Bank (Virginia)
Virginia
$284K -$23.5K -755 -7%
WAG
714
Winthrop Advisory Group
Massachusetts
$284K -$443K -14,255 -61%
KWM
715
KFG Wealth Management
Indiana
$284K +$289K +9,290 New
CS
716
Comerica Securities
Michigan
$279K -$9.95K -320 -3%
WF
717
Warner Financial
Maryland
$279K -$112K -3,606 -28%
GA
718
Greytown Advisors
Florida
$279K +$1.24K +40 +0.4%
WMA
719
West Michigan Advisors
Michigan
$279K -$6.04K -194 -2%
CPIA
720
Cornell Pochily Investment Advisors
New York
$278K -$16.1K -519 -5%
CS
721
Capital Square
Tennessee
$277K +$282K +9,080 New
CWM
722
C2C Wealth Management
Arizona
$277K -$311 -10 -0.1%
MFG
723
Merit Financial Group
Georgia
$275K -$1.61M -51,912 -85%
DBT
724
Dubuque Bank & Trust
Iowa
$275K
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$275K -$754K -24,237 -73%

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.