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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
IAIM
276
Industrial Alliance Investment Management
Quebec, Canada
$2.05M -$37.1K -1,108 -2%
RA
277
RFG Advisory
Alabama
$2.05M -$2.39M -71,374 -52%
BOS
278
Bank of Stockton
California
$2.04M +$2.16M +64,550 New
CGH
279
CMG Global Holdings
Texas
$2.04M
CNFG
280
Creegan & Nassoura Financial Group
New Hampshire
$2.03M
LPIC
281
LeJeune Puetz Investment Counsel
Michigan
$2.02M +$14K +418 +0.7%
PFPT
282
Pinnacle Financial Partners (Tennessee)
Tennessee
$2M +$94K +2,803 +5%
AWM
283
Apollon Wealth Management
South Carolina
$1.99M +$8.11K +242 +0.4%
WT
284
Whittier Trust
California
$1.99M +$103K +3,076 +5%
BST
285
Bath Savings Trust
Maine
$1.95M +$253K +7,560 +14%
DWM
286
Destination Wealth Management
California
$1.95M -$412K -12,292 -17%
ST
287
Smithfield Trust
Pennsylvania
$1.94M -$3.88M -115,741 -65%
William Blair & Company
288
William Blair & Company
Illinois
$1.93M -$63.5K -1,895 -3%
MFG
289
Merit Financial Group
Georgia
$1.93M +$1.48M +44,298 +266%
RIA
290
Realta Investment Advisors
Delaware
$1.91M -$60.2K -1,796 -3%
RF
291
Robbins Farley
New Hampshire
$1.9M -$75.3K -2,245 -4%
Wolverine Trading
292
Wolverine Trading
Illinois
$1.89M -$3.78M -112,802 -65%
ACP
293
Aviance Capital Partners
Florida
$1.89M +$41.2K +1,229 +2%
YC
294
Yarbrough Capital
Tennessee
$1.88M
FNBOSM
295
First National Bank of South Miami
Florida
$1.87M -$37.6K -1,122 -2%
AWA
296
Arete Wealth Advisors
Illinois
$1.86M +$1.49M +44,412 +311%
GFPC
297
Global Financial Private Client
Florida
$1.84M +$124K +3,696 +7%
GAA
298
Global Assets Advisory
Florida
$1.81M +$1.99M +59,494 New
CAAM
299
Cornerstone Advisors Asset Management
Pennsylvania
$1.81M +$123K +3,661 +7%
CIBC World Market
300
CIBC World Market
Ontario, Canada
$1.81M -$514K -15,336 -21%

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.