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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
SC
501
Scotia Capital
Ontario, Canada
$664K +$703K +20,966 New
CCA
502
Cadent Capital Advisors
Oklahoma
$663K -$8.75K -261 -1%
WTC
503
WhitTier Trust Company
Nevada
$661K -$25.1K -749 -3%
AIS
504
AM Investment Strategies
Tennessee
$658K +$2.82K +84 +0.4%
HSA
505
HBK Sorce Advisory
Pennsylvania
$657K +$189K +5,632 +37%
TH
506
TCTC Holdings
Texas
$654K -$1.01K -30 -0.1%
OHWP
507
Oak Harbor Wealth Partners
North Carolina
$650K -$20.4K -610 -3%
BWP
508
Bernardo Wealth Planning
Pennsylvania
$649K +$24.4K +727 +3%
RWB
509
RMR Wealth Builders
New Jersey
$648K -$1.04K -31 -0.2%
SBIA
510
Sheaff Brock Investment Advisors
Indiana
$648K +$469 +14 +0.1%
SXL
511
Summit X LLC
Missouri
$647K +$6.44K +192 +1%
ECM
512
Evergreen Capital Management
Washington
$641K -$21.9K -653 -3%
GKWIM
513
Gerber Kawasaki Wealth & Investment Management
California
$640K +$87.2K +2,600 +15%
BRM
514
Boston Research & Management
Massachusetts
$640K +$109K +3,254 +19%
TCM
515
TD Capital Management
Tennessee
$640K +$311K +9,271 +85%
TNBTD
516
Trustmark National Bank Trust Department
Mississippi
$638K -$98.2K -2,929 -13%
AP
517
Atwood & Palmer
Missouri
$635K -$247K -7,372 -27%
IWA
518
Icon Wealth Advisors
Texas
$633K +$670K +19,975 New
APA
519
Astoria Portfolio Advisors
New York
$632K +$299K +8,918 +81%
Mackenzie Financial
520
Mackenzie Financial
Ontario, Canada
$631K -$1.48K -44 -0.2%
WW
521
Westshore Wealth
California
$624K -$157K -4,698 -19%
APP
522
Avantax Planning Partners
Iowa
$619K -$340K -10,139 -34%
CPA
523
Cardiff Park Advisors
California
$608K +$6.74K +201 +1%
SSW
524
Stone Summit Wealth
Florida
$608K +$110K +3,295 +21%
LC
525
Lindbrook Capital
California
$607K

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.