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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
JSW
751
Journey Strategic Wealth
New Jersey
$246K +$251K +8,055 New
HWM
752
Hohimer Wealth Management
Washington
$245K -$113K -3,623 -31%
SWMP
753
Signature Wealth Management Partners
New Jersey
$245K +$1.96K +63 +0.8%
RSWM
754
Robertson Stephens Wealth Management
California
$244K
RFC
755
Regions Financial Corp
Alabama
$243K +$247K +7,953 New
BLC
756
Brown, Lisle/Cummings
Rhode Island
$243K -$8.21K -264 -3%
RMC
757
Resources Management Corp
Connecticut
$242K +$7.78K +250 +3%
NFSG
758
Newbridge Financial Services Group
Florida
$241K +$11.1K +357 +5%
HIMC
759
Heritage Investors Management Corp
Maryland
$240K +$43.7K +1,406 +22%
BAG
760
Bridgewealth Advisory Group
California
$235K +$240K +7,704 New
APWM
761
Argonautica Private Wealth Management
Massachusetts
$234K +$239K +7,678 New
RF
762
Resolute Financial
Massachusetts
$231K +$5.57K +179 +2%
AT
763
American Trust
Kentucky
$230K -$113K -3,619 -25%
WCM
764
Windsor Capital Management
Arizona
$228K -$80.9K -2,600 -26%
PEA
765
Park Edge Advisors
Ohio
$228K +$232K +7,470 New
SDJVC
766
St. Denis J. Villere & Co
Louisiana
$228K -$77.8K -2,500 -25%
LFS
767
Legacy Financial Strategies
Kansas
$228K
PCM
768
Parsons Capital Management
Rhode Island
$227K -$124K -4,000 -35%
FI
769
Financial Insights
Washington
$226K +$230K +7,399 New
NFG
770
Nations Financial Group
Iowa
$225K +$230K +7,383 New
GAM
771
Gould Asset Management
California
$223K +$227K +7,295 New
PCA
772
Providence Capital Advisors
North Carolina
$221K +$222K +7,144 +8,211%
TCM
773
Tran Capital Management
California
$217K
PMA
774
Prudent Man Advisors
Illinois
$214K
AA
775
Ancora Advisors
Ohio
$214K +$3.95K +127 +2%

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.