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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
SCA
826
Stonebridge Capital Advisors
Minnesota
$119K +$342 +11 +0.3%
WOSD
827
WFA of San Diego
California
$118K +$120K +3,850 New
OC
828
Oakworth Capital
Alabama
$115K
ACA
829
Aptus Capital Advisors
Alabama
$108K -$67.1K -2,157 -38%
NHT
830
New Hampshire Trust
New Hampshire
$105K +$107K +3,454 New
GT
831
Glenmede Trust
Pennsylvania
$104K
FMII
832
Farmers & Merchants Investments Inc
Nebraska
$102K +$4.6K +148 +5%
TFP
833
Tilia Fiduciary Partners
North Carolina
$95.7K -$33.5K -1,078 -26%
CA
834
Clearstead Advisors
Ohio
$93.6K -$74.4K -2,393 -44%
TFGT
835
TS Financial Group (TSFG)
Illinois
$92K +$62 +2 +0.1%
JEST
836
JTC Employer Solutions Trustee
Jersey
$91K
MS
837
Madden Securities
Texas
$89.3K +$91K +2,925 New
BFPW
838
BOK Financial Private Wealth
Colorado
$88.8K +$37.3K +1,200 +70%
FM
839
Family Management
New York
$88.6K +$81.3K +2,613 +901%
HBW
840
Hazlett, Burt & Watson
West Virginia
$82K -$6.94K -223 -8%
CT
841
Cambridge Trust
Massachusetts
$82K +$60.1K +1,932 +259%
CPG
842
Cornerstone Planning Group
New Jersey
$81.6K +$77.2K +2,481 New
DIP
843
DT Investment Partners
Pennsylvania
$80.3K +$61.3K +1,971 +300%
GI
844
Gradient Investments
Minnesota
$79.6K -$8.09K -260 -9%
EL
845
EMFO LLC
Florida
$77.9K -$61.8K -1,987 -44%
MFT
846
Moisand Fitzgerald Tamayo
Florida
$74.2K
PP
847
PrairieView Partners
Minnesota
$72K
MIM
848
Macroview Investment Management
Maryland
$70.7K +$404 +13 +0.6%
SC
849
Seldon Capital
California
$69.7K -$152K -4,900 -68%
JFG
850
JDM Financial Group
Texas
$68.2K +$69.5K +2,235 New

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.