We are live on ! Find out more
PFF icon

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
TSWM
801
Tyler-Stone Wealth Management
Ohio
$174K -$14.4K -462 -7%
BC
802
Burleson & Co
California
$172K
JHCP
803
Jackson Hole Capital Partners
Oklahoma
$169K
ZIG
804
Zullo Investment Group
Pennsylvania
$166K -$15.6K -500 -8%
AWM
805
Atticus Wealth Management
Florida
$164K -$374K -12,008 -69%
CFD
806
Creative Financial Designs
Indiana
$164K +$404 +13 +0.2%
FRA
807
Front Row Advisors
California
$160K
CT
808
Colonial Trust
South Carolina
$159K +$467 +15 +0.3%
ECM
809
Elgethun Capital Management
South Dakota
$156K +$3.14K +101 +2%
BWM
810
BerganKDV Wealth Management
Minnesota
$155K -$216K -6,930 -58%
CAGAS
811
Capital Advisory Group Advisory Services
Minnesota
$154K +$5.54K +178 +4%
WIM
812
Westside Investment Management
California
$154K +$62 +2 +0%
RPCA
813
Running Point Capital Advisors
California
$153K
CFO
814
CVA Family Office
Colorado
$149K -$29.6K -950 -16%
UB
815
UMB Bank
Missouri
$149K
EWM
816
EPG Wealth Management
Georgia
$149K +$2.02K +65 +1%
FCA
817
Fortis Capital Advisors
Kansas
$139K +$142K +4,549 New
BAAM
818
Baker Avenue Asset Management
California
$135K +$138K +4,432 New
PGAM
819
Princeton Global Asset Management
New Jersey
$134K -$15.6K -500 -10%
FMP
820
Financial Management Professionals
Texas
$134K +$21.9K +703 +19%
FWM
821
Focused Wealth Management
New York
$132K -$21.2K -680 -14%
MFA
822
McClarren Financial Advisors
Pennsylvania
$123K +$3.02K +97 +2%
LF
823
Lee Financial
Texas
$123K -$25.8K -830 -17%
CTA
824
Colonial Trust Advisors
South Carolina
$123K +$20.4K +657 +20%
Nomura Asset Management
825
Nomura Asset Management
Japan
$122K

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.