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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
SFO
1051
Standard Family Office
South Dakota
-$127K -4,000 Closed
SBL
1052
Sargent Bickham Lagudis
Colorado
-$115K -3,635 Closed
WSCM
1053
Wellington Shields Capital Management
New York
-$115K -3,628 Closed
WFA
1054
Wells Financial Advisors
Massachusetts
-$91K -2,880 Closed
BI
1055
Bramshill Investments
Florida
-$77K -2,440 Closed
WWMSC
1056
Wagner Wealth Management (South Carolina)
South Carolina
-$63K -2,000 Closed
UCB
1057
United Community Bank
South Carolina
-$51.8K -1,635 Closed
WSC
1058
Wellington Shields & Co
New York
-$43K -1,350 Closed
LDFR
1059
Lehman & Derafelo Financial Resources
Pennsylvania
-$25K -800 Closed
LFG
1060
Larson Financial Group
Missouri
-$23K -716 Closed
BNP Paribas Financial Markets
1061
BNP Paribas Financial Markets
France
-$19.8K -624 Closed
LSA
1062
Lansing Street Advisors
Pennsylvania
-$16K -501 Closed
ADL
1063
Asset Dedication LLC
California
-$16K -500 Closed
M1FG
1064
Mach-1 Financial Group
Arkansas
-$14K -483 Closed
TC
1065
Tacita Capital
Ontario, Canada
-$14K -450 Closed
GA
1066
GoalVest Advisory
New York
-$13K -417 Closed
BWM
1067
Baystate Wealth Management
Massachusetts
-$9K -289 Closed
SWM
1068
Selective Wealth Management
Virginia
-$7K -233 Closed
WAM
1069
WFA Asset Management
Wisconsin
-$6.46K -204 Closed
TAM
1070
Townsend Asset Management
North Carolina
-$5K -161 Closed
HDIM
1071
Hanson & Doremus Investment Management
Vermont
-$5K -153 Closed
MS
1072
Mizuho Securities
Japan
-$3K -80 Closed
IHWM
1073
Iron Horse Wealth Management
Iowa
+$218 +7 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.