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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
LIA
351
LBMC Investment Advisors
Tennessee
$1.33M
CL
352
CPWM LLC
Washington
$1.33M +$7.01K +209 +0.5%
WSFS
353
Wilmington Savings Fund Society
Delaware
$1.33M -$10.1K -301 -0.7%
GDP
354
Great Diamond Partners
Maine
$1.33M +$1.41M +42,071 New
KWMG
355
King Wealth Management Group
Florida
$1.33M -$12.7K -379 -0.9%
AAS
356
Ameritas Advisory Services
Nebraska
$1.33M +$2.48K +74 +0.2%
FA
357
FC Advisory
Pennsylvania
$1.32M -$151K -4,502 -10%
WAP
358
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$175K +5,218 +14%
KFI
359
Key Financial Inc
Pennsylvania
$1.31M -$14.4K -430 -1%
RBC
360
Romano Brothers & Co
Illinois
$1.3M +$1.38M +41,064 New
SFS
361
Sowell Financial Services
Arkansas
$1.3M +$1.37M +40,924 New
EDRH
362
Edmond de Rothschild Holding
Switzerland
$1.29M
BOTW
363
Bank of the West
California
$1.28M -$48.4K -1,443 -3%
Mirae Asset Global Investments
364
Mirae Asset Global Investments
South Korea
$1.28M -$1.72M -51,384 -56%
FFBTD
365
First Financial Bank - Trust Division
Ohio
$1.27M -$314K -9,360 -19%
CWM
366
ClientFirst Wealth Management
Arkansas
$1.27M -$77.1K -2,300 -5%
EFS
367
Essex Financial Services
Connecticut
$1.27M +$36.6K +1,091 +3%
AWM
368
Abound Wealth Management
Tennessee
$1.26M -$592K -17,669 -31%
BEI
369
Benjamin Edwards Inc
Missouri
$1.25M -$30.4K -908 -2%
FNC
370
First National Corp
Massachusetts
$1.24M +$37.6K +1,122 +3%
EH
371
Equitable Holdings
New York
$1.24M -$42.7K -1,273 -3%
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$1.23M -$16.6K -494 -1%
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
$1.23M +$27K +805 +2%
EAMA
374
EFG Asset Management (Americas)
Florida
$1.23M +$91.6K +2,732 +8%
PWM
375
Perigon Wealth Management
California
$1.23M +$1.02M +30,357 +362%

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.