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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
B
401
Bellecapital
Switzerland
$1.07M
SWM
402
Spire Wealth Management
Virginia
$1.06M -$220K -6,554 -16%
KFP
403
KMG Fiduciary Partners
Ohio
$1.06M +$30.8K +920 +3%
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.05M -$93.9K -2,800 -8%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$1.05M -$321K -9,564 -23%
NAG
406
Northstar Advisory Group
New Jersey
$1.04M -$1.64K -49 -0.1%
NSIM
407
North Star Investment Management
Illinois
$1.04M +$303K +9,040 +38%
NEPWA
408
New England Private Wealth Advisors
Massachusetts
$1.04M -$678K -20,219 -38%
MWA
409
Monograph Wealth Advisors
California
$1.03M
TCM
410
Traynor Capital Management
Pennsylvania
$1.03M +$43.7K +1,305 +4%
SAM
411
Sawgrass Asset Management
Florida
$1.01M -$16.8K -500 -2%
IIM
412
Ipswich Investment Management
Massachusetts
$995K -$344K -10,250 -25%
CA
413
Calton & Associates
Florida
$994K +$78.8K +2,352 +8%
DA
414
Detalus Advisors
Missouri
$990K +$157K +4,694 +18%
HI
415
Harbour Investments
Wisconsin
$989K
PA
416
Pinnacle Associates
New York
$979K -$344K -10,270 -25%
RRWA
417
Rainey & Randall Wealth Advisors
Florida
$976K +$6.2K +185 +0.6%
ST
418
Somerset Trust
Pennsylvania
$975K +$18.1K +541 +2%
BSA
419
Bull Street Advisors
Georgia
$974K -$25.1K -750 -2%
RWA
420
Redmont Wealth Advisors
Illinois
$966K -$1.07M -32,020 -51%
HWA
421
Heritage Wealth Advisors
Virginia
$965K -$47.8K -1,425 -4%
SCA
422
STALEY CAPITAL ADVISERS
Pennsylvania
$956K -$83.8K -2,500 -8%
KA
423
Kovack Advisors
Florida
$954K -$113K -3,376 -10%
LWAC
424
Laurel Wealth Advisors (California)
California
$950K -$21.6K -644 -2%
BCM
425
Bowie Capital Management
Texas
$950K

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.