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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
TYCC
326
Texas Yale Capital Corp
Florida
$1.56M -$976K -29,109 -37%
WC
327
Whitney & Co
New York
$1.56M
IRC
328
Investors Research Corp
Georgia
$1.56M +$268K +8,004 +19%
FFN
329
Focus Financial Network
Minnesota
$1.55M -$78.1K -2,330 -5%
Northern Trust
330
Northern Trust
Illinois
$1.54M -$528K -15,757 -25%
BSW
331
Buckingham Strategic Wealth
Missouri
$1.53M -$83.8K -2,499 -5%
AF
332
Advisornet Financial
Minnesota
$1.52M -$40.7K -1,215 -2%
IFG
333
Independent Financial Group
California
$1.51M -$100K -2,995 -6%
CA
334
Crewe Advisors
Utah
$1.51M +$830K +24,747 +108%
BAM
335
Banta Asset Management
California
$1.5M
AHIA
336
Andrew Hill Investment Advisors
Florida
$1.5M +$1.59M +47,300 New
Bessemer Group
337
Bessemer Group
New Jersey
$1.49M +$9.22K +275 +0.6%
PCIA
338
Prime Capital Investment Advisors
Kansas
$1.48M +$157K +4,679 +11%
TWM
339
Tradition Wealth Management
Minnesota
$1.47M -$62.5K -1,866 -4%
AWS
340
AJ Wealth Strategies
New York
$1.46M
RZH
341
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$284K -8,473 -16%
WPC
342
White Pine Capital
Minnesota
$1.4M +$38K +1,133 +3%
BIP
343
Bouvel Investment Partners
Pennsylvania
$1.38M +$1.46M +43,511 New
Cohen & Steers
344
Cohen & Steers
New York
$1.38M -$5.03M -150,074 -78%
LFAS
345
Level Four Advisory Services
Texas
$1.37M -$42K -1,252 -3%
BP
346
Ballentine Partners
Massachusetts
$1.36M +$18.7K +558 +1%
TAM
347
Tocqueville Asset Management
New York
$1.36M
RJT
348
Raymond James Trust
Florida
$1.35M -$40.8K -1,216 -3%
SWA
349
Stratos Wealth Advisors
Ohio
$1.34M -$604K -18,011 -30%
BOM
350
Bank of Marin
California
$1.34M -$148K -4,408 -9%

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.