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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
CCA
526
Checchi Capital Advisers
California
$681K
AIS
527
AM Investment Strategies
Tennessee
$680K -$194K -5,736 -22%
TH
528
TCTC Holdings
Texas
$679K -$249K -7,348 -26%
WCM
529
Windsor Capital Management
Arizona
$674K -$4.63M -136,767 -87%
RWB
530
RMR Wealth Builders
New Jersey
$674K +$69.1K +2,043 +11%
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$672K -$33.3K -985 -5%
SXL
532
Summit X LLC
Missouri
$666K +$3.76K +111 +0.6%
RCA
533
Ranch Capital Advisors
Florida
$660K -$38.3K -1,133 -5%
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$660K +$104K +3,073 +18%
HCP
535
Hexagon Capital Partners
Arkansas
$659K +$1.22K +36 +0.2%
Mackenzie Financial
536
Mackenzie Financial
Ontario, Canada
$656K -$96.8K -2,861 -13%
PA
537
Parallel Advisors
California
$653K -$356K -10,515 -35%
EWA
538
EP Wealth Advisors
California
$649K +$114K +3,373 +21%
AWM
539
Altium Wealth Management
New York
$634K -$486K -14,355 -43%
GVAG
540
Great Valley Advisor Group
Delaware
$634K +$653K +19,282 New
TCA
541
Transcend Capital Advisors
New Jersey
$633K -$142K -4,195 -18%
LC
542
Lindbrook Capital
California
$631K +$388K +11,454 +148%
SFP
543
Sterling Financial Planning
New Jersey
$630K -$10.2K -301 -2%
HGERS
544
Householder Group Estate & Retirement Specialist
Arizona
$626K +$191K +5,657 +42%
CPA
545
Cardiff Park Advisors
California
$624K +$5.96K +176 +0.9%
DIA
546
Dana Investment Advisors
Wisconsin
$623K -$8.63K -255 -1%
PWP
547
Perfromance Wealth Partners
Illinois
$620K -$12.7K -375 -2%
Qube Research & Technologies (QRT)
548
Qube Research & Technologies (QRT)
United Kingdom
$619K +$314K +9,287 +97%
BTI
549
Blue Trust Inc
Georgia
$619K +$575K +17,000 New
NWM
550
Northwest Wealth Management
Iowa
$618K -$81.8K -2,417 -11%

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.