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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
HA
301
HFG Advisors
Ohio
$1.78M +$31.1K +927 +2%
MCM
302
Manchester Capital Management
Vermont
$1.78M -$18.3K -547 -1%
DSC
303
Duncker Streett & Co
Missouri
$1.78M +$2.48K +74 +0.1%
SRC
304
Shufro Rose & Co
New York
$1.78M +$268K +8,000 +17%
FANJ
305
Financial Architects (New Jersey)
New Jersey
$1.78M +$1.88M +56,086 New
IA
306
IFG Advisory
Georgia
$1.76M -$2.35K -70 -0.1%
NCM
307
Noesis Capital Mangement
Florida
$1.73M -$36.9K -1,100 -2%
CT
308
Coastline Trust
Rhode Island
$1.72M -$284K -8,469 -14%
ACM
309
Antonetti Capital Management
Florida
$1.71M
FHB
310
First Hawaiian Bank
Hawaii
$1.69M -$74.4K -2,219 -4%
AWM
311
Accel Wealth Management
Iowa
$1.69M -$3.32K -99 -0.2%
CT
312
Caldwell Trust
Florida
$1.65M -$63.7K -1,900 -4%
SCA
313
Snowden Capital Advisors
New York
$1.63M +$22K +657 +1%
Asset Management One
314
Asset Management One
Japan
$1.63M -$294K -8,772 -15%
XF
315
XML Financial
Maryland
$1.62M -$182K -5,418 -10%
HFA
316
High Falls Advisors
New York
$1.62M -$19.5K -582 -1%
FAM
317
Flaharty Asset Management
Florida
$1.61M -$89.5K -2,670 -5%
CANC
318
Culbertson A N & Co
Virginia
$1.61M -$126K -3,765 -7%
CC
319
Cornerstone Capital
California
$1.6M -$70.2K -2,095 -4%
CFGS
320
Concourse Financial Group Securities
Alabama
$1.59M -$204K -6,087 -11%
APWA
321
Atlas Private Wealth Advisors
New Jersey
$1.59M -$369 -11 -0%
BAM
322
Baldrige Asset Management
Pennsylvania
$1.59M +$13.2K +395 +0.8%
CPIG
323
Chicago Partners Investment Group
Illinois
$1.58M -$108K -3,207 -6%
JIC
324
Joel Isaacson & Co
New York
$1.58M +$12.5K +374 +0.8%
KWM
325
Kingsview Wealth Management
Oregon
$1.58M -$99.5K -2,967 -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.