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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
JWA
951
JFS Wealth Advisors
Pennsylvania
$5.27K -$224K -7,200 -98%
MLA
952
MB, Levis & Associates
Pennsylvania
$5.1K +$5.2K +167 New
Jones Financial Companies
953
Jones Financial Companies
Missouri
$5K +$5.54K +178 New
MWM
954
MinichMacGregor Wealth Management
New York
$4.95K +$5.04K +162 New
AIM
955
Anchor Investment Management
South Carolina
$4.58K
QCG
956
Quadrant Capital Group
Ohio
$4.58K
TFA
957
Toth Financial Advisory
Virginia
$4.43K
GGI
958
Godsey & Gibb Inc
Virginia
$4.36K
TC
959
Truvestments Capital
Florida
$4.28K
PCTC
960
Perkins Coie Trust Company
Washington
$4.24K
BBHC
961
Brown Brothers Harriman & Co
New York
$4.12K
PSB
962
Piscataqua Savings Bank
New Hampshire
$4.09K
VCM
963
Versant Capital Management
Arizona
$3.94K
WTA
964
Washington Trust Advisors
Massachusetts
$3.94K
WWM
965
Wolff Wiese Magana
California
$3.42K
RCM
966
Raleigh Capital Management
North Carolina
$2.79K +$31 +1 +1%
PS
967
PayPay Securities
Japan
$2.38K +$2.43K +78 New
HWA
968
HHM Wealth Advisors
Tennessee
$2.14K
CAM
969
Costello Asset Management
Pennsylvania
$1.83K
SC
970
Solstein Capital
California
$1.83K
MRCM
971
M&R Capital Management
New Jersey
$1.53K +$1.55K +50 New
NC
972
NewSquare Capital
Pennsylvania
$1.23K -$46.7K -1,500 -97%
NMG
973
New Millennium Group
Utah
$562 -$62 -2 -10%
DAM
974
Delta Asset Management
Tennessee
$305 +$311 +10 New
BCMIO
975
Beacon Capital Management Inc (Ohio)
Ohio
$61

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.