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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
KFS
901
Kelly Financial Services
Massachusetts
$25K +$591 +19 +2%
JWM
902
Janiczek Wealth Management
Colorado
$24.2K
SAM
903
S.A. Mason
Michigan
$22.6K
EWM
904
Evermay Wealth Management
Virginia
$22.1K
FGAM
905
Financial Gravity Asset Management
Texas
$21.4K -$4.01K -129 -81%
HPC
906
HM Payson & Co
Maine
$21.4K -$62.2K -2,000 -74%
OFG
907
Oxford Financial Group
Indiana
$21.4K
WHG
908
Westwood Holdings Group
Texas
$21K +$21.8K +700 New
RFA
909
Resurgent Financial Advisors
Georgia
$20.9K +$21.3K +684 New
PMFA
910
Plante Moran Financial Advisors
Michigan
$20.1K -$20.5K -658 -50%
AFS
911
Annapolis Financial Services
Maryland
$20.1K +$20.4K +657 New
AWM
912
AllSquare Wealth Management
New York
$19.3K
RG
913
Retirement Group
California
$19K +$13.7K +440 +265%
BONH
914
Bank of New Hampshire
New Hampshire
$19K +$19.5K +628 New
NECFA
915
New England Capital Financial Advisors
Connecticut
$18.9K +$17.8K +573 New
CFB
916
Cullen/Frost Bankers
Texas
$18.3K -$249K -8,000 -93%
CBT
917
CoreFirst Bank & Trust
Kansas
$18.3K
S
918
SignatureFD
Georgia
$18.3K +$1.4K +45 +8%
CAS
919
Coppell Advisory Solutions
Texas
$17.2K +$17.5K +563 New
CASC
920
Coppell Advisory Solutions Corp
Texas
$17.2K +$17.5K +563 New
LS
921
Leelyn Smith
Illinois
$16.8K +$280 +9 +2%
BAM
922
Byrne Asset Management
New Jersey
$16K
TFA
923
Transamerica Financial Advisors
Florida
$16K
BWL
924
Bogart Wealth LLC
Virginia
$15.7K
MWM
925
Mascoma Wealth Management
New Hampshire
$15.5K -$778 -25 -5%

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.