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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
Bessemer Group
351
Bessemer Group
New Jersey
$1.54M +$14.4K +425 +0.9%
BOM
352
Bank of Marin
California
$1.53M +$21.9K +647 +1%
FA
353
FC Advisory
Pennsylvania
$1.52M +$41.2K +1,216 +3%
AWS
354
AJ Wealth Strategies
New York
$1.52M -$3.07M -90,607 -66%
VC
355
Vicus Capital
Pennsylvania
$1.49M +$149K +4,407 +11%
FF
356
Financial Futures
New Jersey
$1.47M -$4.48M -132,488 -75%
LFAS
357
Level Four Advisory Services
Texas
$1.46M -$268K -7,927 -15%
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$1.44M -$3.17M -93,702 -68%
RJT
359
Raymond James Trust
Florida
$1.44M +$49.2K +1,453 +3%
HTC
360
Haverford Trust Company
Pennsylvania
$1.42M +$74.5K +2,200 +5%
WPC
361
White Pine Capital
Minnesota
$1.41M -$188K -5,544 -11%
TAM
362
Tocqueville Asset Management
New York
$1.41M
TWC
363
TD Waterhouse Canada
Ontario, Canada
$1.4M -$247K -7,300 -15%
BP
364
Ballentine Partners
Massachusetts
$1.4M +$16.4K +485 +1%
CWM
365
ClientFirst Wealth Management
Arkansas
$1.4M +$33.8K +1,000 +2%
WSFS
366
Wilmington Savings Fund Society
Delaware
$1.39M -$28.7K -849 -2%
KWMG
367
King Wealth Management Group
Florida
$1.39M -$19.5K -575 -1%
Lido Advisors
368
Lido Advisors
California
$1.39M -$357K -10,559 -20%
LIA
369
LBMC Investment Advisors
Tennessee
$1.39M
KFI
370
Key Financial Inc
Pennsylvania
$1.39M -$69.4K -2,051 -5%
CL
371
CPWM LLC
Washington
$1.38M -$32.5K -961 -2%
PCIA
372
Prime Capital Investment Advisors
Kansas
$1.38M -$442K -13,069 -24%
BOTW
373
Bank of the West
California
$1.38M -$11.4K -337 -0.8%
AAS
374
Ameritas Advisory Services
Nebraska
$1.38M +$100K +2,969 +8%
IIM
375
Ipswich Investment Management
Massachusetts
$1.37M +$153K +4,525 +12%

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.