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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
JPLA
251
Joseph P. Lucia & Associates
New York
$2.18M -$28K -835 -1%
CB
252
Community Bank
New York
$2.16M -$162K -4,825 -7%
EW
253
Enzi Wealth
Texas
$2.15M +$2.26M +67,489 New
PWM
254
Peterson Wealth Management
Nevada
$2.15M +$2.27M +67,764 New
LI
255
LMCG Investments
Massachusetts
$2.13M +$2.26M +67,360 New
BB
256
Busey Bank
Illinois
$2.13M -$54.9K -1,639 -2%
AI
257
Atria Investments
North Carolina
$2.13M +$18.2K +544 +0.8%
PWW
258
Pettyjohn Wood & White
Virginia
$2.13M -$983K -29,338 -30%
PTCG
259
Pring Turner Capital Group
California
$2.13M +$13.6K +405 +0.6%
IBOK
260
Independence Bank of Kentucky
Kentucky
$2.12M -$75.4K -2,250 -3%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$2.11M +$132K +3,950 +6%
MA
262
Mutual Advisors
Nebraska
$2.1M -$742K -22,149 -25%
MC
263
Mathes Company
New York
$2.1M -$503K -15,000 -18%
TA
264
TrueWealth Advisors
Alabama
$2.08M +$90.4K +2,698 +4%
CTC
265
Central Trust Company
Missouri
$2.08M +$121K +3,600 +6%
DCM
266
Donaldson Capital Management
Indiana
$2.07M -$9.96K -297 -0.5%
CHC
267
City Holding Co
West Virginia
$2.07M +$7.17K +214 +0.3%
Bank of New York Mellon
268
Bank of New York Mellon
New York
$2.07M +$355K +10,590 +19%
PA
269
PFG Advisors
Arizona
$2.07M +$2.19M +65,320 New
HH
270
Hilltop Holdings
Texas
$2.07M -$2.95M -88,116 -57%
FWA
271
FOCUS Wealth Advisors
Texas
$2.07M -$12.7K -379 -0.6%
WB
272
WesBanco Bank
West Virginia
$2.06M -$25.7K -768 -1%
N
273
Nuveen
North Carolina
$2.06M +$191K +5,697 +10%
JWCA
274
J.W. Cole Advisors
Florida
$2.05M -$336K -10,035 -13%
FWP
275
FAS Wealth Partners
Kansas
$2.05M +$114K +3,404 +6%

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.