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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
LAM
451
LifePro Asset Management
California
$841K -$3.18M -94,904 -78%
MA
452
Montag & Associates
Georgia
$837K +$133K +3,972 +18%
VFM
453
Valley Financial Management
New York
$832K +$881K +26,274 New
RIG
454
RiverFront Investment Group
Virginia
$828K -$58.7K -1,751 -6%
FMC
455
First Merchants Corp
Indiana
$825K +$107K +3,203 +14%
BIA
456
Benchmark Investment Advisors
Illinois
$818K +$84.1K +2,510 +11%
PP
457
Prudential plc
United Kingdom
$814K
EWA
458
EverSource Wealth Advisors
Alabama
$814K +$855K +25,499 +11,135%
AF
459
Allworth Financial
California
$813K -$299K -8,929 -26%
BHWM
460
Bar Harbor Wealth Management
New Hampshire
$813K -$154K -4,585 -15%
EIP
461
Easterly Investment Partners
Massachusetts
$813K -$126K -3,750 -13%
FAT
462
First American Trust
California
$810K -$51.2K -1,527 -6%
WAM
463
Weatherly Asset Management
California
$802K -$268 -8 -0%
PPP
464
Private Portfolio Partners
New Jersey
$792K -$73.8K -2,201 -8%
VPIM
465
Vanguard Personalized Indexing Management
California
$782K +$828K +24,700 New
FCM
466
Fortis Capital Management
Washington
$771K -$11.8K -352 -1%
OPS
467
Orion Portfolio Solutions
Nebraska
$769K +$272K +8,109 +50%
CFA
468
Compass Financial Advisors
Indiana
$768K -$27.2K -812 -3%
LWA
469
Lineweaver Wealth Advisors
Ohio
$768K +$2.11K +63 +0.3%
MLA
470
My Legacy Advisors
Oregon
$766K -$23.3K -696 -3%
Koshinski Asset Management
471
Koshinski Asset Management
Illinois
$763K -$17.4K -520 -2%
I
472
INVST
Indiana
$761K
CAL
473
Capital Advisors Ltd
Ohio
$760K -$88.6K -2,642 -10%
JG
474
Jefferies Group
New York
$757K
DWMG
475
DB Wealth Management Group
California
$754K +$24.3K +724 +3%

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.