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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
FA
976
Fortis Advisors
Pennsylvania
$31 +$31 +1 New
CMP
977
Coston McIsaac & Partners
Maine
$11 +$11.9K +384 New
AWM
978
Affinity Wealth Management
Delaware
-$20.5M -648,290 Closed
NYLIM
979
New York Life Investment Management
New York
-$17.1M -539,798 Closed
MA
980
MUFG Americas
New York
-$11.7M -368,297 Closed
GFG
981
Greystone Financial Group
Michigan
-$7.21M -227,797 Closed
SCI
982
Stableford Capital II
Arizona
-$4.53M -151,005 Closed
PWP
983
Private Wealth Partners
California
-$3.56M -112,278 Closed
ST
984
Sageworth Trust
Pennsylvania
-$3.51M -110,704 Closed
WF
985
Wayfinding Financial
Washington
-$3.18M -100,451 Closed
WAM
986
Wakefield Asset Management
Colorado
-$2.87M -90,479 Closed
WEPOG
987
Wealth Enhancement & Preservation of GA
Georgia
-$2.37M -74,756 Closed
LI
988
LMCG Investments
Massachusetts
-$2.13M -67,360 Closed
RZH
989
Relyea Zuckerberg Hanson
Connecticut
-$1.43M -45,168 Closed
BP
990
Ballentine Partners
Massachusetts
-$1.36M -42,996 Closed
GDP
991
Great Diamond Partners
Maine
-$1.33M -42,071 Closed
VC
992
Vicus Capital
Pennsylvania
-$1.17M -36,812 Closed
CCA
993
Clearwater Capital Advisors
Illinois
-$1.14M -36,056 Closed
RVPG
994
Relative Value Partners Group
-$1.08M -33,968 Closed
RRWA
995
Rainey & Randall Wealth Advisors
Florida
-$976K -30,806 Closed
HWA
996
Heritage Wealth Advisors
Virginia
-$965K -30,460 Closed
SLA
997
Silver Lake Advisory
Utah
-$897K -28,335 Closed
VPIM
998
Vanguard Personalized Indexing Management
California
-$782K -24,700 Closed
I
999
INVST
Indiana
-$761K -24,469 Closed
SAMC
1000
Spectrum Asset Management (Connecticut)
Connecticut
-$705K -22,245 Closed

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.