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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
PAG
476
Powers Advisory Group
Illinois
$753K +$1.98K +59 +0.2%
SEI Investments
477
SEI Investments
Pennsylvania
$750K +$30.7K +917 +4%
ACA
478
Atlas Capital Advisors
Wyoming
$748K -$41.6K -1,241 -5%
EL
479
EQ LLC
Washington
$742K +$838 +25 +0.1%
SWM
480
SeaCrest Wealth Management
New York
$741K -$285K -8,511 -27%
FCA
481
FinTrust Capital Advisors
South Carolina
$738K -$102K -3,031 -11%
BJL
482
Brighton Jones LLC
Washington
$736K -$847K -25,273 -52%
DC
483
Davenport & Co
Virginia
$736K -$98.7K -2,944 -11%
BCA
484
Bay Colony Advisors
Massachusetts
$734K -$25K -746 -3%
GRP
485
Global Retirement Partners
California
$732K +$25.3K +755 +3%
DCM
486
Delta Capital Management
New Jersey
$729K -$26.8K -800 -3%
PTC
487
Private Trust Company
Ohio
$717K -$80.7K -2,406 -10%
IWC
488
Integrated Wealth Concepts
Massachusetts
$717K -$2.55K -76 -0.3%
GIA
489
Gladstone Institutional Advisory
Florida
$711K -$20.9K -624 -3%
SAMC
490
Spectrum Asset Management (Connecticut)
Connecticut
$705K -$4.5M -134,191 -86%
TCM
491
Triumph Capital Management
Colorado
$700K +$29.2K +870 +4%
NA
492
Nottingham Advisors
New York
$694K -$16.8K -500 -2%
AMBIA
493
Allen Mooney & Barnes Investment Advisors
Georgia
$687K -$47.5K -1,416 -6%
CAAS
494
Capital Asset Advisory Services
Michigan
$685K -$114K -3,386 -14%
CAM
495
Cresset Asset Management
Illinois
$682K -$119K -3,542 -14%
VAM
496
Verity Asset Management
North Carolina
$669K +$708K +21,134 New
MSFS
497
Main Street Financial Solutions
Pennsylvania
$667K -$350K -10,431 -33%
BC
498
Burney Company
Virginia
$666K -$2.04K -61 -0.3%
CA
499
Cumberland Advisors
Florida
$665K
HCM
500
Hilton Capital Management
New York
$665K

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.