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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
GWSA
151
Global Wealth Strategies & Associates
Colorado
$4.06M +$4.13M +132,905 New
ONB
152
Old National Bancorp
Indiana
$4.03M -$782K -25,141 -16%
SDAM
153
Shulman DeMeo Asset Management
New York
$4.03M -$54.8K -1,761 -1%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$3.94M +$108K +3,487 +2%
OA
155
Operose Advisors
Wisconsin
$3.93M +$1.33M +42,788 +50%
KFGK
156
Keystone Financial Group (Kentucky)
Kentucky
$3.82M -$2.05K -66 -0.1%
ASN
157
Advisory Services Network
Georgia
$3.75M -$2.56M -82,421 -40%
OC
158
Oppenheimer & Co
New York
$3.75M +$151K +4,861 +4%
HWM
159
Howard Wealth Management
Connecticut
$3.69M -$104K -3,359 -3%
ECM
160
Evergreen Capital Management
Washington
$3.68M +$3.12M +100,247 +496%
BBL
161
Beck Bode LLC
Massachusetts
$3.65M -$40.3K -1,296 -1%
SWA
162
Sax Wealth Advisors
New Jersey
$3.65M -$280K -9,007 -7%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$3.58M +$32.9K +1,059 +0.9%
SC
164
SouthState Corp
Florida
$3.54M -$78.8K -2,534 -2%
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.51M -$321K -10,314 -8%
JGIA
166
Jackson Grant Investment Advisers
Connecticut
$3.46M -$1.53M -49,276 -30%
HH
167
Hilltop Holdings
Texas
$3.45M +$1.48M +47,548 +73%
DI
168
Disciplined Investments
Oklahoma
$3.4M +$87.5K +2,814 +3%
OAM
169
Occidental Asset Management
California
$3.36M -$34.2K -1,100 -1%
M&T Bank
170
M&T Bank
New York
$3.28M -$145K -4,649 -4%
SFG
171
StrategIQ Financial Group
Indiana
$3.28M +$150K +4,829 +5%
MA
172
Modus Advisors
Minnesota
$3.27M +$3.33M +107,020 New
IWA
173
IBEX Wealth Advisors
New Jersey
$3.26M -$366K -11,778 -10%
PFA
174
Pathway Financial Advisers
Indiana
$3.24M +$3.3M +106,213 New
CFO
175
Collective Family Office
Pennsylvania
$3.22M -$1.32M -42,524 -29%

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.