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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
PWMG
926
Prestige Wealth Management Group
New Jersey
$15.1K
CAL
927
Capital Analysts LLC
Pennsylvania
$15K
HCM
928
Horrell Capital Management
Arkansas
$15K
GM
929
GeoWealth Management
Illinois
$15K +$5.13K +165 +50%
PA
930
PSI Advisors
Florida
$13.7K -$1.62K -52 -10%
SWA
931
Sutton Wealth Advisors
Florida
$12.5K
CCA
932
Column Capital Advisors
Indiana
$12.3K +$12.5K +403 New
RFA
933
Register Financial Advisors
Georgia
$12.3K +$12.5K +402 New
MTIC
934
Missouri Trust & Investment Company
Missouri
$11K
TRCT
935
Tower Research Capital (TRC)
New York
$10K -$33.4K -1,073 -77%
WAS
936
Winch Advisory Services
Wisconsin
$10K +$249 +8 +3%
CG
937
Cutler Group
California
$10K +$10.8K +346 New
MCI
938
MRP Capital Investments
Georgia
$9.92K +$10.1K +325 New
CWA
939
Clearview Wealth Advisors
Oregon
$9.2K -$62.4K -2,005 -87%
GI
940
GS Investments
Minnesota
$9.16K
HI
941
Hoey Investments
Pennsylvania
$8.61K
WA
942
WestEnd Advisors
North Carolina
$8.52K +$62 +2 +0.7%
FA
943
Fiduciary Alliance
South Carolina
$8.43K +$8.59K +276 New
BWP
944
Baldwin Wealth Partners
Massachusetts
$8.09K +$8.24K +265 New
WCAMG
945
Woodard & Company Asset Management Group
North Carolina
$7.63K -$1.83K -59 -19%
LCM
946
Logan Capital Management
Pennsylvania
$7.63K
MSCM
947
McElhenny Sheffield Capital Management
Texas
$7.21K +$7.34K +236 New
AIA
948
Angeles Investment Advisors
California
$6.11K
BL
949
Balentine LLC
Georgia
$6.11K
ACP
950
Arcus Capital Partners
Georgia
$5.56K +$5.66K +182 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.