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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
GWM
201
GSB Wealth Management
Connecticut
$2.76M +$494K +15,866 +21%
SPC
202
Sigma Planning Corp
Michigan
$2.75M -$83K -2,667 -3%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$2.75M -$197K -6,344 -7%
FIB
204
First Interstate Bank
Montana
$2.74M -$2.39M -76,833 -46%
CW
205
CreativeOne Wealth
Kansas
$2.69M +$163K +5,231 +6%
BCI
206
Brinker Capital Investments
Pennsylvania
$2.68M -$237K -7,632 -8%
GC
207
Guggenheim Capital
Illinois
$2.68M +$164K +5,270 +6%
PC
208
Prairiewood Capital
North Dakota
$2.68M +$587K +18,874 +27%
MCM
209
Manchester Capital Management
Vermont
$2.65M +$947K +30,454 +54%
AG
210
Appleton Group
Wisconsin
$2.63M +$2.68M +86,225 New
RA
211
Rockingstone Advisors
Massachusetts
$2.62M +$2.67M +85,941 New
SSW
212
Smith Shellnut Wilson
Mississippi
$2.62M -$366K -11,751 -12%
NL
213
NVWM LLC
Pennsylvania
$2.55M -$106K -3,407 -4%
IBOK
214
Independence Bank of Kentucky
Kentucky
$2.53M +$498K +16,010 +24%
SFI
215
SPC Financial Inc
Maryland
$2.51M -$340K -10,915 -12%
RBFC
216
Roman Butler Fullerton & Co
Missouri
$2.51M -$957K -30,763 -29%
DBIA
217
Dumont & Blake Investment Advisors
New Jersey
$2.5M -$341K -10,948 -12%
MMRF
218
Michelson Medical Research Foundation
California
$2.5M +$2.55M +81,970 New
MCC
219
Money Concepts Capital
Florida
$2.49M +$1.35M +43,377 +114%
GKWIM
220
Gerber Kawasaki Wealth & Investment Management
California
$2.47M +$1.89M +60,689 +300%
NA
221
NewEdge Advisors
Louisiana
$2.45M -$20.7K -664 -0.5%
KOMWMG
222
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.43M +$25.7K +826 +1%
GAA
223
Global Assets Advisory
Florida
$2.42M +$619K +19,903 +33%
TCM
224
Telos Capital Management
California
$2.42M -$188K -6,047 -7%
PAG
225
Private Advisory Group
Washington
$2.4M +$1.3M +41,734 +113%

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.