We are live on ! Find out more
PFF icon

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
CA
426
CGN Advisors
Kansas
$947K +$55.1K +1,645 +6%
SWP
427
Summit Wealth Partners
Florida
$944K -$43.6K -1,300 -4%
RIA
428
Richwood Investment Advisors
Ohio
$943K -$25.6K -765 -3%
JC
429
JB Capital
Connecticut
$943K +$70K +2,087 +8%
FNB
430
Farmers National Bank
Kentucky
$942K -$49.7K -1,483 -5%
AAP
431
Arax Advisory Partners
Colorado
$942K -$605K -18,036 -38%
OFG
432
Orcam Financial Group
California
$939K +$1.31K +39 +0.1%
BWA
433
Beam Wealth Advisors
Louisiana
$929K +$267K +7,951 +37%
IWM
434
IHT Wealth Management
Illinois
$916K -$55.3K -1,649 -5%
IF
435
Ironwood Financial
Arizona
$910K -$52.4K -1,563 -5%
ATPW
436
Ashton Thomas Private Wealth
Arizona
$905K +$376K +11,228 +65%
SCG
437
Sonata Capital Group
Washington
$903K -$18.1K -539 -2%
SG
438
StoneX Group
New York
$900K +$28.3K +844 +3%
SLA
439
Silver Lake Advisory
Utah
$897K -$56.4K -1,683 -6%
PWLP
440
Prio Wealth Limited Partnership
Massachusetts
$895K
AWA
441
Aletheian Wealth Advisors
Washington
$890K -$173K -5,157 -16%
CHA
442
Carmichael Hill & Associates
Maryland
$883K -$51.4K -1,532 -5%
ZIM
443
Zacks Investment Management
Illinois
$876K +$927K +27,650 New
DJYG
444
David J. Yvars Group
Florida
$870K +$4.09K +122 +0.4%
AA
445
Aire Advisors
California
$868K +$99K +2,952 +12%
CAM
446
Carret Asset Management
New York
$865K -$2.82K -84 -0.3%
ZCA
447
Zeke Capital Advisors
Pennsylvania
$865K
SFP
448
Strategic Financial Partners
Oregon
$861K -$10.1K -300 -1%
HCM
449
Hall Capital Management
Rhode Island
$860K -$7.04K -210 -0.8%
MC
450
Moors & Cabot
Massachusetts
$859K -$98.9K -2,951 -10%

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.