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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
MSFS
426
Main Street Financial Solutions
Pennsylvania
$1.04M +$144K +4,254 +16%
CF
427
Centaurus Financial
California
$1.03M -$119K -3,526 -10%
FNB
428
Farmers National Bank
Kentucky
$1.03M -$25.1K -742 -2%
TCM
429
Traynor Capital Management
Pennsylvania
$1.03M -$347K -10,252 -25%
SWP
430
Summit Wealth Partners
Florida
$1.02M +$47.6K +1,408 +5%
CCM
431
Crabel Capital Management
California
$1.02M -$4.61M -136,297 -82%
CST
432
Charles Schwab Trust
Nevada
$1.01M -$1.13M -33,492 -52%
LWAC
433
Laurel Wealth Advisors (California)
California
$1.01M +$64K +1,890 +7%
RRWA
434
Rainey & Randall Wealth Advisors
Florida
$1.01M +$5.52K +163 +0.5%
IWM
435
IHT Wealth Management
Illinois
$1M +$450K +13,291 +77%
RIA
436
Richwood Investment Advisors
Ohio
$1M -$4.74K -140 -0.5%
Barclays
437
Barclays
United Kingdom
$999K -$3.15M -93,015 -75%
IF
438
Ironwood Financial
Arizona
$996K +$68 +2 +0%
ST
439
Somerset Trust
Pennsylvania
$995K +$4.06K +120 +0.4%
BHWM
440
Bar Harbor Wealth Management
New Hampshire
$995K +$218K +6,450 +27%
IC
441
Inscription Capital
Texas
$992K -$162K -4,800 -14%
MC
442
Moors & Cabot
Massachusetts
$989K -$63.4K -1,874 -6%
HI
443
Harbour Investments
Wisconsin
$989K +$1.02M +30,074 New
SLA
444
Silver Lake Advisory
Utah
$987K +$812 +24 +0.1%
BCM
445
Bowie Capital Management
Texas
$986K +$338K +10,000 +50%
APP
446
Avantax Planning Partners
Iowa
$976K -$1.06M -31,345 -51%
OFG
447
Orcam Financial Group
California
$974K +$306K +9,035 +44%
EIP
448
Easterly Investment Partners
Massachusetts
$967K
CHA
449
Carmichael Hill & Associates
Maryland
$967K +$55.1K +1,628 +6%
SCG
450
Sonata Capital Group
Washington
$955K -$164K -4,837 -14%

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.