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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
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$5.18M -$88K -2,830 -2%
CCG
127
Chatham Capital Group
Georgia
$5.18M -$2.61M -83,791 -33%
KC
128
Kades & Cheifetz
Pennsylvania
$5.09M +$5.19M +166,776 New
WDA
129
Wendell David Associates
New Hampshire
$5.07M -$744K -23,930 -13%
HFRG
130
Houlihan Financial Resource Group
Virginia
$5.06M -$911K -29,274 -16%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$4.98M +$5.07M +163,132 New
GW
132
GW & Wade
Massachusetts
$4.95M +$1.48M +47,717 +42%
SPIA
133
Steward Partners Investment Advisory
New York
$4.84M +$836K +26,889 +20%
AWS
134
Arkfeld Wealth Strategies
Nebraska
$4.82M -$180K -5,775 -4%
USCWA
135
U.S. Capital Wealth Advisors
Texas
$4.77M -$1.08M -34,626 -18%
BFC
136
Blue Fin Capital
Rhode Island
$4.73M -$435K -13,991 -8%
CAM
137
Congress Asset Management
Massachusetts
$4.71M -$1.26M -40,633 -21%
PA
138
Perennial Advisors
New York
$4.71M -$109K -3,514 -2%
BAM
139
BOS Asset Management
Illinois
$4.69M +$4.78M +153,571 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$4.67M +$567K +18,228 +14%
RA
141
RFG Advisory
Alabama
$4.64M +$2.23M +71,761 +107%
MMA
142
Miracle Mile Advisors
California
$4.52M -$5.76M -185,133 -56%
AWM
143
Apollon Wealth Management
South Carolina
$4.41M +$2.54M +81,707 +130%
HCM
144
HMS Capital Management
Tennessee
$4.41M -$3.11M -100,115 -41%
PCM
145
Palouse Capital Management
Washington
$4.22M -$251K -8,084 -7%
TPW
146
Tiller Private Wealth
Pennsylvania
$4.17M -$4.81M -154,485 -53%
Millennium Management
147
Millennium Management
New York
$4.16M +$4.24M +136,234 New
CFMC
148
Curbstone Financial Management Corp
New Hampshire
$4.13M -$346K -11,130 -8%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$572K +18,392 +18%
VAS
150
Vestmark Advisory Solutions
Massachusetts
$4.08M +$208K +6,679 +5%

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.