iShares Preferred and Income Securities ETF
977 hedge funds and large institutions have $5.04B invested in iShares Preferred and Income Securities ETF in 2022 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 252 increasing their positions, 465 reducing their positions, and 97 closing their positions.
46% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 97
3% more funds holding
Funds holding: 950 → 977 (+27)
0.34% less ownership
Funds ownership: 39.1% → 38.77% (-0.34%)
10% less capital invested
Capital invested by funds: $5.6B → $5.04B (-$560M)
27% less funds holding in top 10
Funds holding in top 10: 52 → 38 (-14)
46% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 465
87% less call options, than puts
Call options by funds: $8.93M | Put options by funds: $66.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.5M |
| 2 |
Cohen & Steers
New York
|
+$51.6M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$28.5M |
| 4 |
Barclays
London,
United Kingdom
|
+$27.9M |
| 5 |
Rockefeller Capital Management
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$171M |
| 2 |
HF
HRT Financial
New York
|
-$61.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$34.7M |
| 4 |
BlackRock
New York
|
-$22.7M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$20.5M |
PFF Hedge Fund Activity: Q4 2022 in Review
977 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2022, worth a combined $5.04B — down 10% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new PFF positions and 97 closed out — a net gain of 45 holders — while 252 added to existing stakes and 465 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 $5.04B of iShares Preferred and Income Securities ETF stock for Q4 2022, down 10% 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.