We are live on ! Find out more
PFF icon

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
CFP
176
Curran Financial Partners
South Carolina
$3.21M +$380K +12,219 +13%
SFG
177
Summit Financial Group
West Virginia
$3.21M +$24.6K +790 +0.8%
PFS
178
Prospera Financial Services
Texas
$3.21M -$68.5K -2,203 -2%
ClearBridge Investments
179
ClearBridge Investments
New York
$3.17M -$1.58M -50,750 -33%
FTS
180
Fifth Third Securities
Ohio
$3.16M -$844K -27,138 -21%
Citadel Advisors
181
Citadel Advisors
Florida
$3.13M +$3.19M +102,420 New
NW
182
NewEdge Wealth
Pennsylvania
$3.12M -$258K -8,286 -7%
GG
183
Golden Green
South Carolina
$3.12M +$40.2K +1,292 +1%
Prudential Financial
184
Prudential Financial
New Jersey
$3.08M +$222K +7,131 +8%
GWAM
185
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.08M -$1.18M -37,957 -27%
MA
186
Mutual Advisors
Nebraska
$3.07M +$1.07M +34,359 +52%
OIA
187
OneDigital Investment Advisors
Kansas
$2.99M -$312K -10,025 -9%
BRWA
188
B. Riley Wealth Advisors
Florida
$2.95M -$797K -25,624 -21%
MCM
189
McRae Capital Management
New Jersey
$2.94M -$815K -26,200 -21%
DAS
190
Dynamic Advisor Solutions
Arizona
$2.93M -$64.5K -2,072 -2%
WWM
191
Windsor Wealth Management
Indiana
$2.93M +$679K +21,825 +31%
MPCG
192
Matrix Private Capital Group
New York
$2.93M -$219K -7,026 -7%
DADC
193
D.A. Davidson & Co
Montana
$2.93M -$1.91M -61,359 -39%
NSB
194
Norway Savings Bank
Maine
$2.89M -$27.5K -885 -0.9%
WT
195
Whittier Trust
California
$2.87M +$970K +31,181 +50%
IA
196
IFP Advisors
Florida
$2.87M -$638K -20,513 -21%
NB
197
Northwest Bancshares
Pennsylvania
$2.85M -$528K -16,973 -15%
CAAM
198
Cornerstone Advisors Asset Management
Pennsylvania
$2.79M +$1.06M +34,103 +60%
SVWAG
199
Sound View Wealth Advisors Group
Georgia
$2.77M +$16.1K +517 +0.6%
LFAS
200
Level Four Advisory Services
Texas
$2.77M +$1.48M +47,567 +110%

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.