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iShares Preferred and Income Securities ETF

950 hedge funds and large institutions have $5.57B invested in iShares Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 284 increasing their positions, 429 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 39.77%39.09% (-0.67%)

2% less funds holding in top 10

Funds holding in top 10: 5251 (-1)

4% less funds holding

Funds holding: 990950 (-40)

8% less capital invested

Capital invested by funds: $6.04B → $5.57B (-$475M)

31% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 90

34% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 429

70% less call options, than puts

Call options by funds: $20.7M | Put options by funds: $69.3M

Holders
950
Holders Change
-40
Holders Change %
-4.04%
% of All Funds
16.37%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
0.88%
New
62
Increased
284
Reduced
429
Closed
90
Calls
$20.7M
Puts
$69.3M
Net Calls
-$48.6M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
226
Patriot Investment Management Group
Tennessee
$2.56M +$3.85K +115 +0.1%
FWM
227
Finer Wealth Management
Massachusetts
$2.56M -$37.4K -1,115 -1%
CA
228
Corrado Advisors
New Jersey
$2.53M -$335K -9,995 -11%
NP
229
NorthRock Partners
Minnesota
$2.52M +$2.67M +79,560 New
CG
230
Colony Group
Massachusetts
$2.51M -$244K -7,280 -8%
MA
231
MONECO Advisors
Connecticut
$2.51M -$73K -2,178 -3%
KOMWMG
232
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.5M +$22.1K +659 +0.8%
NB
233
NBT Bank
New York
$2.46M
LNC
234
Lincoln National Corp
Pennsylvania
$2.44M -$62.3K -1,859 -2%
BWA
235
BDO Wealth Advisors
Florida
$2.43M -$123K -3,662 -5%
MBT
236
Montecito Bank & Trust
California
$2.42M -$374K -11,151 -13%
FNT
237
First National Trust
Pennsylvania
$2.41M +$23.5K +700 +0.9%
MFG
238
MidWestOne Financial Group
Iowa
$2.4M +$74K +2,207 +3%
BWA
239
Blodgett Wealth Advisors
California
$2.39M -$316K -9,430 -11%
WEPOG
240
Wealth Enhancement & Preservation of GA
Georgia
$2.37M +$2.2M +65,520 +709%
GWM
241
GSB Wealth Management
Connecticut
$2.36M +$33.1K +986 +1%
CCT
242
Capital City Trust
Florida
$2.35M +$311K +9,264 +14%
SC
243
Sierra Capital
Florida
$2.32M -$405K -12,072 -14%
WWM
244
Western Wealth Management
Colorado
$2.31M -$56.5K -1,686 -2%
TA
245
TFG Advisers
Michigan
$2.26M -$28.2K -840 -1%
LCWP
246
Legacy Capital Wealth Partners
Arkansas
$2.24M +$24.3K +724 +1%
JWBC
247
J.W. Burns & Co
New York
$2.23M -$217K -6,479 -8%
WWM
248
Windsor Wealth Management
Indiana
$2.19M +$463K +13,821 +25%
AIP
249
Ameritas Investment Partners
Nebraska
$2.19M +$227K +6,782 +11%
PC
250
Prairiewood Capital
North Dakota
$2.18M -$1.53M -45,562 -40%

PFF Hedge Fund Activity: Q3 2022 in Review

950 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2022, worth a combined $5.57B — down 7.9% from $6.04B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of PFF and 62 opened new positions — a net loss of 28 holders — while 429 trimmed existing stakes and 284 added.

The largest buyer was HRT Financial, adding an estimated $62.7M. The largest seller was Eaton Vance Management, cutting an estimated $49.6M.

  • 950 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2022, down from 990 in Q2 2022.
  • Funds reported $5.57B of iShares Preferred and Income Securities ETF stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 62 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2022 and 90 closed out, a net change of -28 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2022 was HRT Financial, an estimated $62.7M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2022 was Eaton Vance Management, an estimated $49.6M sold.

Based on aggregated 13F filings for Q3 2022.