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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
MWA
101
Moser Wealth Advisors
Washington
$6.98M -$92.9K -2,986 -1%
GCA
102
Greenwood Capital Associates
South Carolina
$6.98M +$95.9K +3,084 +1%
NCM
103
Northside Capital Management
Oregon
$6.94M
CW
104
Connectus Wealth
Ohio
$6.92M -$366K -11,781 -5%
Renaissance Technologies
105
Renaissance Technologies
New York
$6.84M +$6.97M +224,200 New
WW
106
Westshore Wealth
California
$6.61M +$6.13M +196,926 +1,000%
K
107
Kemper
Illinois
$6.61M
Franklin Resources
108
Franklin Resources
California
$6.56M +$2.31M +74,365 +53%
BFG
109
Bleakley Financial Group
New Jersey
$6.55M +$6.68M +214,681 New
FAP
110
Financial Advisory Partners
Florida
$6.45M -$232K -7,466 -3%
Cerity Partners
111
Cerity Partners
New York
$6.45M -$4.05M -130,146 -38%
FWP
112
Falcon Wealth Planning
California
$6.39M -$2.16M -69,561 -25%
AWM
113
AE Wealth Management
Kansas
$6.23M -$99.8K -3,209 -2%
LCM
114
Liberty Capital Management
Michigan
$6.13M -$711K -22,871 -10%
RWG
115
Ratio Wealth Group
Colorado
$6.02M +$2.73M +87,621 +80%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$5.91M -$405K -13,019 -6%
FW
117
FirstPurpose Wealth
Utah
$5.64M +$61.8K +1,986 +1%
AWM
118
Angeles Wealth Management
California
$5.63M -$31.4K -1,010 -0.5%
AAM
119
Autus Asset Management
Arizona
$5.59M -$449K -14,426 -7%
CWS
120
Cypress Wealth Services
California
$5.52M -$148K -4,766 -3%
JIP
121
Jaffetilchin Investment Partners
Florida
$5.52M -$4.42M -142,137 -44%
QIM
122
Quest Investment Management
Oregon
$5.51M -$3.11K -100 -0.1%
TB
123
Treynor Bancshares
Iowa
$5.43M +$57.3K +1,842 +1%
GWM
124
Geneos Wealth Management
Colorado
$5.34M -$550K -17,669 -9%
Corient Private Wealth
125
Corient Private Wealth
Florida
$5.18M +$6.07M +194,984 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.