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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
GIA
501
Gladstone Institutional Advisory
Florida
$758K -$1.76K -52 -0.2%
WANY
502
Wealthspire Advisors (New York)
New York
$758K +$780K +23,050 New
CA
503
Crewe Advisors
Utah
$753K +$529K +15,637 +215%
FMC
504
First Merchants Corp
Indiana
$751K -$308K -9,095 -28%
LSA
505
Lion Street Advisors
Texas
$750K -$25.4K -750 -4%
IWC
506
Integrated Wealth Concepts
Massachusetts
$747K -$167K -4,940 -18%
SEI Investments
507
SEI Investments
Pennsylvania
$740K -$144K -4,269 -16%
MA
508
Montag & Associates
Georgia
$739K -$16.9K -500 -2%
NA
509
Nottingham Advisors
New York
$737K +$3.38K +100 +0.4%
WTC
510
WhitTier Trust Company
Nevada
$710K +$318K +9,410 +77%
IWP
511
Icon Wealth Partners
Texas
$708K +$242K +7,149 +50%
TCBWMS
512
Texas Capital Bank Wealth Management Services
Texas
$706K -$508 -15 -0.1%
BWA
513
Beam Wealth Advisors
Louisiana
$703K +$724K +21,392 New
TCM
514
Triumph Capital Management
Colorado
$698K +$33.5K +990 +5%
CCA
515
Cadent Capital Advisors
Oklahoma
$697K +$6.19K +183 +0.9%
OHWP
516
Oak Harbor Wealth Partners
North Carolina
$695K -$86K -2,540 -11%
MHR
517
Matthew Hamilton Rosenberg
$694K +$128K +3,795 +22%
BC
518
Burney Company
Virginia
$693K -$68.4K -2,020 -9%
CA
519
Cumberland Advisors
Florida
$691K
HCM
520
Hilton Capital Management
New York
$690K -$11.7M -346,850 -94%
HCM
521
Hollencrest Capital Management
California
$690K -$175K -5,173 -20%
MP
522
McDonald Partners
Ohio
$689K -$12.7K -375 -2%
ECM
523
Evergreen Capital Management
Washington
$687K -$400K -11,821 -36%
BWP
524
Bernardo Wealth Planning
Pennsylvania
$687K +$14.6K +432 +2%
SRC
525
Sage Rhino Capital
California
$684K +$13.8K +407 +2%

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.