We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

990 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 460 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 4652 (+6)

0.28% less ownership

Funds ownership: 40.04%39.77% (-0.28%)

6% less funds holding

Funds holding: 1,048990 (-58)

15% less capital invested

Capital invested by funds: $7.11B → $6.04B (-$1.07B)

34% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 460

36% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 126

76% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $95.2M

Holders
990
Holders Change
-58
Holders Change %
-5.53%
% of All Funds
16.68%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
460
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
226
Montecito Bank & Trust
California
$2.88M -$4.85M -143,288 -62%
HFG
227
Heron Financial Group
New York
$2.87M -$307K -9,062 -9%
CG
228
Colony Group
Massachusetts
$2.85M +$120K +3,556 +4%
MM
229
Main Management
California
$2.82M
Prudential Financial
230
Prudential Financial
New Jersey
$2.81M -$279K -8,239 -9%
SC
231
Sierra Capital
Florida
$2.81M +$8.73K +258 +0.3%
HWA
232
HCR Wealth Advisors
California
$2.8M -$184K -5,428 -6%
BWA
233
Blodgett Wealth Advisors
California
$2.79M -$321K -9,483 -10%
SFI
234
SPC Financial Inc
Maryland
$2.75M -$316K -9,350 -10%
Comerica Bank
235
Comerica Bank
Texas
$2.72M -$1.61M -47,570 -37%
FWM
236
Finer Wealth Management
Massachusetts
$2.69M +$168K +4,969 +6%
WAM
237
Wakefield Asset Management
Colorado
$2.68M +$1.4M +41,407 +103%
MA
238
MONECO Advisors
Connecticut
$2.67M +$1.77M +52,417 +181%
MC
239
Mathes Company
New York
$2.67M +$23.7K +700 +0.9%
PIMG
240
Patriot Investment Management Group
Tennessee
$2.66M +$168K +4,976 +7%
CFP
241
Curran Financial Partners
South Carolina
$2.65M +$705K +20,832 +35%
BWA
242
BDO Wealth Advisors
Florida
$2.64M -$90.9K -2,687 -3%
LNC
243
Lincoln National Corp
Pennsylvania
$2.59M +$339K +10,029 +15%
TCM
244
Telos Capital Management
California
$2.58M +$158K +4,658 +6%
TYCC
245
Texas Yale Capital Corp
Florida
$2.58M +$1.58M +46,547 +146%
KOMWMG
246
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.57M +$2.65M +78,251 New
NB
247
NBT Bank
New York
$2.55M +$3.21K +95 +0.1%
JWBC
248
J.W. Burns & Co
New York
$2.53M -$602K -17,788 -19%
SIC
249
Salem Investment Counselors
North Carolina
$2.5M -$82.8K -2,447 -3%
NL
250
NVWM LLC
Pennsylvania
$2.48M +$126K +3,724 +5%

PFF Hedge Fund Activity: Q2 2022 in Review

990 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2022, worth a combined $6.04B — down 15% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PFF and 81 opened new positions — a net loss of 45 holders — while 460 trimmed existing stakes and 302 added.

The largest buyer was Eaton Vance Management, adding an estimated $50.1M. The largest seller was Bank of America, cutting an estimated $87M.

  • 990 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2022, down from 1,048 in Q1 2022.
  • Funds reported $6.04B of iShares Preferred and Income Securities ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 81 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2022 and 126 closed out, a net change of -45 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2022 was Eaton Vance Management, an estimated $50.1M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2022 was Bank of America, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2022.