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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
NPF
1026
Norris Perne & French
Michigan
-$263K -8,306 Closed
ST
1027
Sabal Trust
Florida
-$260K -8,184 Closed
BA
1028
Bridge Advisory
California
-$257K -8,108 Closed
NWA
1029
Navis Wealth Advisors
New York
-$253K -8,000 Closed
CC
1030
Callan Capital
California
-$250K -7,900 Closed
ST
1031
Spinnaker Trust
Maine
-$250K -7,886 Closed
OC
1032
Oarsman Capital
Wisconsin
-$243K -7,672 Closed
CSA
1033
Cottage Street Advisors
Massachusetts
-$237K -7,480 Closed
ECG
1034
Edge Capital Group
Georgia
-$236K -7,437 Closed
IP
1035
Investment Partners
Ohio
-$228K -7,185 Closed
AAA
1036
Adams Asset Advisors
Texas
-$226K -7,159 Closed
RT
1037
Rockland Trust
Massachusetts
-$222K -7,003 Closed
SMH
1038
Sanders Morris Harris
Texas
-$222K -7,000 Closed
1CM
1039
1492 Capital Management
Wisconsin
-$220K -6,936 Closed
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
-$218K -6,877 Closed
FCFC
1041
First Citizens Financial Corp
Iowa
-$208K -6,553 Closed
LIA
1042
LS Investment Advisors
Michigan
-$207K -6,550 Closed
LWM
1043
Laidlaw Wealth Management
New York
-$206K -6,511 Closed
AFS
1044
AFG Fiduciary Services
Massachusetts
-$206K -6,502 Closed
HCA
1045
Harbour Capital Advisors
Virginia
-$202K -6,487 Closed
CPSC
1046
Carl P. Sherr & Co
Massachusetts
-$205K -6,485 Closed
AA
1047
Alesco Advisors
New York
-$202K -6,390 Closed
OCPWS
1048
One Charles Private Wealth Services
Massachusetts
-$200K -6,318 Closed
EIP
1049
Ellis Investment Partners
Pennsylvania
-$146K -4,628 Closed
Simplex Trading
1050
Simplex Trading
Illinois
-$136K -4,306 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.