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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
FAM
326
Flaharty Asset Management
Florida
$1.76M -$59.9K -1,769 -3%
RZH
327
Relyea Zuckerberg Hanson
Connecticut
$1.76M +$623K +18,422 +52%
CAAM
328
Cornerstone Advisors Asset Management
Pennsylvania
$1.76M +$338K +9,980 +23%
PCM
329
Palisade Capital Management
New Jersey
$1.76M +$1.81M +53,500 New
AWM
330
Accel Wealth Management
Iowa
$1.75M -$2.77K -82 -0.2%
KWM
331
Kingsview Wealth Management
Oregon
$1.74M -$193K -5,706 -10%
CC
332
Cornerstone Capital
California
$1.73M +$115K +3,390 +7%
SCA
333
Stokes Capital Advisors
South Carolina
$1.71M +$35K +1,034 +2%
HFA
334
High Falls Advisors
New York
$1.7M +$327K +9,671 +23%
FFN
335
Focus Financial Network
Minnesota
$1.69M -$149K -4,403 -8%
SCA
336
Snowden Capital Advisors
New York
$1.68M +$87.2K +2,578 +5%
IFG
337
Independent Financial Group
California
$1.67M -$2.42M -71,422 -58%
BSW
338
Buckingham Strategic Wealth
Missouri
$1.67M +$158K +4,667 +10%
AIM
339
AHL Investment Management
Florida
$1.66M +$1.23M +36,280 +254%
APWA
340
Atlas Private Wealth Advisors
New Jersey
$1.65M -$121K -3,569 -7%
BAM
341
Baldrige Asset Management
Pennsylvania
$1.63M +$5.99K +177 +0.4%
FFBTD
342
First Financial Bank - Trust Division
Ohio
$1.63M -$5.99K -177 -0.4%
JIC
343
Joel Isaacson & Co
New York
$1.63M +$41.4K +1,223 +3%
AF
344
Advisornet Financial
Minnesota
$1.62M -$407K -12,016 -20%
WC
345
Whitney & Co
New York
$1.62M -$10.1K -299 -0.6%
BJL
346
Brighton Jones LLC
Washington
$1.59M +$38.7K +1,144 +2%
SRC
347
Shufro Rose & Co
New York
$1.59M +$237K +7,000 +17%
TWM
348
Tradition Wealth Management
Minnesota
$1.58M -$130K -3,833 -7%
AAP
349
Arax Advisory Partners
Colorado
$1.57M -$151K -4,473 -9%
BAM
350
Banta Asset Management
California
$1.55M -$12.8K -377 -0.8%

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.