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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
PK
876
Pflug Koory
Nebraska
$37K +$622 +20 +2%
ICM
877
Islay Capital Management
Texas
$36.6K
WWP
878
WR Wealth Planners
Missouri
$36.3K -$10.9K -350 -23%
BA
879
Ballast Advisors
Minnesota
$35.3K +$715 +23 +2%
AP
880
Advisors Preferred
Maryland
$35.2K +$35.7K +1,148 New
AAMA
881
Advanced Asset Management Advisors
Ohio
$34.9K +$35.6K +1,143 New
BCPWM
882
Bradley & Co Private Wealth Management
Florida
$34.9K
GFL
883
Granite FO LLC
New Hampshire
$33.6K +$32.8K +1,056 New
OSNBOA
884
Old Second National Bank of Aurora
Illinois
$32.1K -$7.76M -249,631 -100%
WB
885
Webster Bank
Connecticut
$32K
EWA
886
EverSource Wealth Advisors
Alabama
$31.7K -$768K -24,690 -96%
BCV
887
Banque Cantonale Vaudoise
Switzerland
$31K -$133K -4,289 -81%
BCMLT
888
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.8K -$8.96K -288 -22%
PO
889
Private Ocean
California
$30.5K -$6.25K -201 -17%
ME
890
McIlrath & Eck
Washington
$29.6K +$30.2K +970 New
GWANC
891
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.4K -$46.7K -1,500 -61%
EW
892
Element Wealth
Mississippi
$28.2K -$27.6K -888 -49%
CP
893
Castleview Partners
Texas
$28.1K
ANBT
894
American National Bank & Trust
Texas
$28K -$41.2K -1,324 -59%
SGC
895
Slocum, Gordon & Co
Rhode Island
$27.5K +$28K +900 New
BAM
896
Bellevue Asset Management
Washington
$26.8K -$7.56K -243 -22%
LWA
897
Lowe Wealth Advisors
Maryland
$26K
BHWM
898
Beaird Harris Wealth Management
Texas
$25.8K
IWP
899
IAG Wealth Partners
Wisconsin
$25.5K +$26K +835 New
FA
900
Faithward Advisors
Pennsylvania
$25.4K

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.