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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
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$15.7M -$337K -10,826 -2%
CAN
52
Cetera Advisor Networks
California
$15.6M +$1.93M +62,020 +14%
QWM
53
Quaker Wealth Management
New Jersey
$15.3M -$206K -6,635 -1%
FIC
54
Family Investment Center
Missouri
$15.1M +$15.4M +495,785 New
CBB
55
Citizens Business Bank
California
$14.9M -$4.01M -128,918 -21%
RIA
56
Regal Investment Advisors
Michigan
$14.7M -$2.24M -71,988 -13%
R
57
Rebalance
California
$14.6M +$14.9M +478,917 New
N
58
Nuveen
North Carolina
$14.5M +$12.7M +409,645 +631%
JP Morgan Chase
59
JP Morgan Chase
New York
$14.2M -$13.8M -443,651 -49%
HVIA
60
Hudson Valley Investment Advisors
New York
$14M -$915K -29,425 -6%
SWIG
61
Strategic Wealth Investment Group
Kentucky
$13.9M +$1.82M +58,495 +16%
WBG
62
Wharton Business Group
Pennsylvania
$13.5M -$996K -32,015 -7%
FBB
63
Fulton Breakefield Broenniman
Maryland
$13.1M -$546K -17,565 -4%
CA
64
Cetera Advisors
Colorado
$12.5M -$1.39M -44,844 -10%
Jane Street
65
Jane Street
New York
$12.4M -$18.8M -603,221 -60%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$12M -$4.39M -141,237 -26%
CI
67
Conning Inc
Connecticut
$11.9M -$12.2M -390,859 -50%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$11.8M +$5.67M +182,302 +89%
KAS
69
Kestra Advisory Services
Texas
$11.8M -$2.14M -68,892 -15%
SFG
70
Sage Financial Group
Pennsylvania
$11.7M -$9.36M -300,926 -44%
EWA
71
Exencial Wealth Advisors
Oklahoma
$11.4M -$394K -12,654 -3%
RCI
72
RS Crum Inc
California
$11.1M -$8.38M -269,301 -43%
PI
73
Parkside Investments
Illinois
$11M -$876K -28,156 -7%
TCPWM
74
Traverso Chambers Private Wealth Management
California
$10.9M +$421K +13,542 +4%
AWS
75
Atria Wealth Solutions
New York
$10.2M -$473K -15,211 -4%

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.