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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
TC
776
Titleist Capital
Texas
$214K +$1.15K +37 +0.5%
QPWM
777
Quadrant Private Wealth Management
Pennsylvania
$213K +$218K +6,993 New
TF
778
TimeScale Financial
Massachusetts
$213K
GA
779
Geller Advisors
New York
$213K +$217K +6,980 New
PCM
780
Princeton Capital Management
New Jersey
$211K +$62 +2 +0%
QFA
781
Quantum Financial Advisors
California
$211K +$215K +6,905 New
FF
782
Francis Financial
$210K
SIG
783
Stonegate Investment Group
Alabama
$210K
WJWM
784
Williams Jones Wealth Management
New York
$209K -$181K -5,814 -46%
AIC
785
Archer Investment Corporation
Indiana
$207K +$211K +6,793 New
LFASL
786
Lugano Financial Advisors SA (LFA)
Switzerland
$207K +$62.1K +1,998 +42%
AWA
787
Arkadios Wealth Advisors
Georgia
$207K +$211K +6,782 New
WP
788
WealthSpring Partners
California
$206K -$78.6K -2,528 -27%
JCM
789
Janney Capital Management
Pennsylvania
$206K +$209K +6,731 New
BIA
790
Beacon Investment Advisors
Maryland
$206K +$210K +6,739 New
KF
791
Krilogy Financial
Missouri
$204K +$208K +6,695 New
PG
792
Proffitt & Goodson
Tennessee
$204K
TMWM
793
Taylor & Morgan Wealth Management
Michigan
$202K -$6.53K -210 -3%
MWM
794
Meridian Wealth Management
Kentucky
$201K -$43.5K -1,400 -18%
EWM
795
Endurance Wealth Management
Rhode Island
$197K -$181K -5,830 -48%
MAWCM
796
Mine & Arao Wealth Creation & Management
California
$197K -$48.2K -1,549 -19%
AF
797
Advisornet Financial
Minnesota
$185K -$1.31M -42,097 -87%
NEAM
798
New England Asset Management
Connecticut
$183K +$31.1K +1,000 +20%
WT
799
Washington Trust
Rhode Island
$178K +$156K +5,000 +613%
CIAS
800
Capital Investment Advisory Services
North Carolina
$178K +$22.3K +716 +14%

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.