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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
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$1.22M -$176K -5,261 -12%
GPA
377
Guidance Point Advisors
Massachusetts
$1.22M +$12.8K +381 +1%
MFG
378
Magnus Financial Group
New York
$1.21M -$112K -3,349 -8%
BC
379
Bartlett & Co
Ohio
$1.21M -$101K -3,012 -7%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$1.21M -$101K -3,012 -7%
MCC
381
Money Concepts Capital
Florida
$1.21M +$6.84K +204 +0.5%
Lido Advisors
382
Lido Advisors
California
$1.18M -$165K -4,914 -12%
FHA
383
First Horizon Advisors
Tennessee
$1.17M -$36.4K -1,086 -3%
PAG
384
Private Advisory Group
Washington
$1.17M -$1.89M -56,274 -60%
VC
385
Vicus Capital
Pennsylvania
$1.17M -$280K -8,366 -19%
KBFS
386
Kohmann Bosshard Financial Services
Ohio
$1.16M +$1.23M +36,590 New
FIM
387
Freedom Investment Management
Connecticut
$1.16M -$140K -4,163 -10%
RWM
388
Ritholtz Wealth Management
New York
$1.15M -$92.9K -2,772 -7%
CCA
389
Clearwater Capital Advisors
Illinois
$1.14M -$22.1K -658 -2%
FA
390
Flagstar Advisors
New York
$1.14M +$30.3K +903 +3%
WA
391
Wealthstar Advisors
Texas
$1.11M -$16.6K -495 -1%
CSB
392
City State Bank
Iowa
$1.11M -$101K -3,000 -8%
HTC
393
Haverford Trust Company
Pennsylvania
$1.1M -$283K -8,452 -20%
PFT
394
Providence First Trust
Arizona
$1.1M -$33.5K -1,000 -3%
B
395
Bensler
Washington
$1.09M +$15.5K +461 +1%
AHC
396
Adell Harriman & Carpenter
Texas
$1.08M -$152K -4,533 -12%
BKA
397
Brick & Kyle Associates
Pennsylvania
$1.08M +$5.09K +152 +0.4%
RVPG
398
Relative Value Partners Group
$1.08M -$3.79K -113 -0.3%
IAN
399
Integrated Advisors Network
Texas
$1.07M -$25.3K -756 -2%
MIA
400
MMBG Investment Advisors
Florida
$1.07M

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.