We are live on ! Find out more
PFF icon

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
BWP
1001
Bernardo Wealth Planning
Pennsylvania
-$649K -21,650 Closed
APA
1002
Astoria Portfolio Advisors
New York
-$632K -19,970 Closed
SFP
1003
Sterling Financial Planning
New Jersey
-$600K -18,944 Closed
IC
1004
Inscription Capital
Texas
-$518K -16,342 Closed
HGERS
1005
Householder Group Estate & Retirement Specialist
Arizona
-$516K -16,299 Closed
CSIA
1006
Charles Schwab Investment Advisory
California
-$500K -15,795 Closed
WFAG
1007
Wescott Financial Advisory Group
Pennsylvania
-$475K -15,000 Closed
CSIC
1008
Clifford Swan Investment Counsel
California
-$469K -14,802 Closed
AWA
1009
AmeriServ Wealth Advisors
Pennsylvania
-$458K -14,470 Closed
TC
1010
TAGStone Capital
North Carolina
-$451K -14,230 Closed
AP
1011
Americana Partners
Texas
-$424K -13,414 Closed
EWM
1012
Empirical Wealth Management
Washington
-$395K -12,465 Closed
KP
1013
Keel Point
Alabama
-$391K -12,349 Closed
MGIA
1014
Moneta Group Investment Advisors
Missouri
-$386K -12,188 Closed
FNWM
1015
Financial Network Wealth Management
Utah
-$369K -11,640 Closed
CWM
1016
Cordatus Wealth Management
Pennsylvania
-$364K -11,501 Closed
UL
1017
Unionview LLC
Washington
-$359K -11,344 Closed
TF
1018
TIAA FSB
Florida
-$354K -11,165 Closed
FTUS
1019
Flow Traders U.S.
New York
-$338K -10,661 Closed
AWA
1020
Amplius Wealth Advisors
Pennsylvania
-$317K -10,000 Closed
FFWM
1021
Future Financial Wealth Management
Ohio
-$321K -9,750 Closed
OCM
1022
Objective Capital Management
Ohio
-$296K -9,355 Closed
KL
1023
KilterHowling LLC
Colorado
-$294K -9,278 Closed
ACK
1024
Andrew C. Karlinski
-$283K -8,951 Closed
MAG
1025
Mayfair Advisory Group
Alabama
-$275K -8,611 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.