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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
CMANY
851
Capital Management Associates (New York)
New York
$65.6K
AA
852
Addison Advisors
Vermont
$65K -$38.4K -1,236 -37%
TF
853
Tompkins Financial
New York
$62K
SWM
854
Sugarloaf Wealth Management
Georgia
$61.4K -$119K -3,819 -66%
AAM
855
Advisors Asset Management
Colorado
$60.3K +$61.4K +1,974 New
DWP
856
Destiny Wealth Partners
Florida
$58.5K +$59.6K +1,915 New
PP
857
Pacifica Partners
Canada
$55.4K +$404 +13 +0.7%
BFEC
858
Benjamin F. Edwards & Company
Missouri
$54K -$8.52K -274 -13%
RA
859
Rise Advisors
New York
$53.7K +$1.31K +42 +2%
CWP
860
Concord Wealth Partners
Virginia
$50.7K +$51.6K +1,660 New
RFS
861
Retirement Financial Solutions
Tennessee
$49.7K +$50.7K +1,629 New
HNWAG
862
High Net Worth Advisory Group
Florida
$48.8K
TIM
863
Tortoise Investment Management
New York
$48.8K
EE
864
EWG Elevate
California
$48.6K +$49.5K +1,591 New
PB
865
Pinnacle Bancorp
Nebraska
$47K
AWM
866
Accurate Wealth Management
Florida
$46.9K +$45.6K +1,465 New
AF
867
Affiance Financial
Minnesota
$43.3K
OLVIG
868
Oliver Lagore Vanvalin Investment Group
Michigan
$42.2K -$435 -14 -1%
RF
869
Robbins Farley
New Hampshire
$41.6K -$1.83M -58,687 -98%
FAM
870
Family Asset Management
South Carolina
$39.4K +$40.2K +1,292 New
LFA
871
LGT Financial Advisors
Texas
$39.3K +$40.1K +1,288 New
ACM
872
Antonetti Capital Management
Florida
$38.2K -$1.64M -52,800 -98%
TFS
873
TrustCore Financial Services
Tennessee
$37.9K
HR
874
Howe & Rusling
New York
$37.6K +$20K +642 +109%
SWM
875
Sanctuary Wealth Management
Idaho
$37.6K +$38.3K +1,230 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.