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
AWA
1
Arete Wealth Advisors
Illinois
$1.77B -$17.9K -577 -1%
Bank of America
2
Bank of America
North Carolina
$521M -$6.5M -209,007 -1%
Morgan Stanley
3
Morgan Stanley
New York
$373M +$66.5M +2,137,472 +21%
Wells Fargo
4
Wells Fargo
California
$201M -$34.7M -1,116,870 -14%
AB
5
Aozora Bank
Japan
$197M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$187M +$1.48M +47,436 +0.8%
LPL Financial
7
LPL Financial
California
$155M -$8.59M -276,042 -5%
UBS Group
8
UBS Group
Switzerland
$142M -$5.24M -168,347 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$113M -$5.01M -160,929 -4%
BlackRock
10
BlackRock
New York
$97.9M -$22.7M -731,093 -19%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$94.6M -$4.8M -154,413 -5%
Mariner
12
Mariner
Kansas
$81.1M +$457K +14,696 +0.6%
US Bancorp
13
US Bancorp
Minnesota
$78.3M -$171M -5,496,217 -68%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$72.2M -$14.6M -469,779 -17%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$66.9M -$793K -25,502 -1%
SW
16
SVB Wealth
Massachusetts
$65.3M -$7.17M -230,620 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$60.4M +$3.29M +105,661 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$55.7M +$5.15M +165,541 +10%
Truist Financial
19
Truist Financial
North Carolina
$54.4M -$5.55M -178,573 -9%
Cohen & Steers
20
Cohen & Steers
New York
$52M +$51.6M +1,659,611 +3,813%
Goldman Sachs
21
Goldman Sachs
New York
$51M -$16.2M -521,808 -24%
Ameriprise
22
Ameriprise
Minnesota
$47.1M +$3.59M +115,394 +8%
EWM
23
Edge Wealth Management
New York
$46.7M -$5.68M -182,759 -11%
Deutsche Bank
24
Deutsche Bank
Germany
$45.8M +$972K +31,244 +2%
KeyBank National Association
25
KeyBank National Association
Ohio
$41M -$5.11M -164,429 -11%

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.