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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
FNT
251
First National Trust
Pennsylvania
$2.48M +$66K +1,951 +3%
JWCA
252
J.W. Cole Advisors
Florida
$2.46M -$1.06M -31,180 -29%
WWM
253
Western Wealth Management
Colorado
$2.45M -$652K -19,264 -21%
GW
254
GW & Wade
Massachusetts
$2.43M -$28.6K -845 -1%
DWM
255
Destination Wealth Management
California
$2.42M -$55.6K -1,642 -2%
MFG
256
MidWestOne Financial Group
Iowa
$2.42M +$294K +8,702 +13%
GWM
257
GSB Wealth Management
Connecticut
$2.42M -$12.7K -374 -0.5%
CB
258
Community Bank
New York
$2.4M -$273K -8,075 -10%
BHWA
259
Beacon Harbor Wealth Advisors
Virginia
$2.4M +$35.4K +1,047 +1%
CW
260
CreativeOne Wealth
Kansas
$2.39M +$76.2K +2,251 +3%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$2.38M +$87.3K +2,579 +4%
TA
262
TFG Advisers
Michigan
$2.38M -$49.6K -1,466 -2%
HIP
263
HUB Investment Partners
Texas
$2.31M -$289K -8,534 -11%
LCWP
264
Legacy Capital Wealth Partners
Arkansas
$2.31M +$245K +7,239 +12%
HWM
265
Howard Wealth Management
Connecticut
$2.3M -$1.82M -53,728 -43%
JPLA
266
Joseph P. Lucia & Associates
New York
$2.29M -$68.3K -2,017 -3%
IBOK
267
Independence Bank of Kentucky
Kentucky
$2.27M -$1M -29,550 -30%
BB
268
Busey Bank
Illinois
$2.27M -$102K -3,008 -4%
TC
269
Titleist Capital
Texas
$2.23M +$103K +3,030 +5%
AI
270
Atria Investments
North Carolina
$2.19M +$818K +24,167 +57%
PTCG
271
Pring Turner Capital Group
California
$2.19M +$62.6K +1,850 +3%
SCP
272
Shorepoint Capital Partners
Massachusetts
$2.18M +$2.24M +66,200 New
IAIM
273
Industrial Alliance Investment Management
Quebec, Canada
$2.16M +$510K +15,071 +30%
DCM
274
Donaldson Capital Management
Indiana
$2.16M -$319K -9,434 -13%
WB
275
WesBanco Bank
West Virginia
$2.16M -$45.2K -1,336 -2%

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.