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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
KS
526
Karpas Strategies
Connecticut
$600K -$526K -15,687 -45%
SFP
527
Sterling Financial Planning
New Jersey
$600K -$7.38K -220 -1%
First Manhattan
528
First Manhattan
New York
$596K -$513K -15,300 -45%
HCM
529
Hollencrest Capital Management
California
$595K -$73.8K -2,201 -10%
BTI
530
Blue Trust Inc
Georgia
$595K +$37K +1,105 +7%
SW
531
SkyOak Wealth
Michigan
$595K +$76.3K +2,275 +14%
TCA
532
Transcend Capital Advisors
New Jersey
$593K -$17.9K -535 -3%
DIA
533
Dana Investment Advisors
Wisconsin
$593K -$7.34K -219 -1%
LMKC
534
L.M. Kohn & Company
Ohio
$593K +$268 +8 +0%
WJA
535
Willis Johnson & Associates
Texas
$589K +$1.74K +52 +0.3%
RCA
536
Ranch Capital Advisors
Florida
$586K -$52.5K -1,565 -8%
PWP
537
Perfromance Wealth Partners
Illinois
$584K -$13.7K -410 -2%
AWM
538
Axxcess Wealth Management
California
$584K +$618K +18,428 New
PA
539
Procyon Advisors
Connecticut
$581K -$1.41K -42 -0.2%
EGA
540
E&G Advisors
Texas
$579K
AOWM
541
Alpha Omega Wealth Management
Virginia
$578K -$5.26K -157 -0.9%
MCM
542
Maryland Capital Management
Maryland
$576K +$15.1K +450 +3%
Kayne Anderson Rudnick Investment Management
543
Kayne Anderson Rudnick Investment Management
California
$574K -$68.4K -2,041 -10%
SMC
544
Smith, Moore & Co
Missouri
$574K +$5.09K +152 +0.8%
VA
545
Valmark Advisers
Ohio
$572K +$7.61K +227 +1%
AWM
546
Atticus Wealth Management
Florida
$571K
BC
547
Barrett & Company
Rhode Island
$566K +$622K +18,547 New
CF
548
Centaurus Financial
California
$563K -$456K -13,599 -43%
WPC
549
Wedmont Private Capital
Pennsylvania
$558K +$591K +17,622 New
SS
550
Sunbelt Securities
Texas
$554K -$223K -6,650 -28%

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.