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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
WPC
576
Waters Parkerson & Co
Louisiana
$551K
FWIA
577
Fort Washington Investment Advisors
Ohio
$548K
MFG
578
Merit Financial Group
Georgia
$547K +$27.6K +817 +5%
KPWS
579
Kestra Private Wealth Services
Texas
$546K -$361K -10,653 -39%
SW
580
SkyOak Wealth
Michigan
$543K -$52.6K -1,555 -9%
AMM
581
American Money Management
California
$537K -$18.3K -540 -3%
MCA
582
Magnolia Capital Advisors
Mississippi
$537K -$7.55K -223 -1%
PBF
583
Petix & Botte Financial
California
$531K -$555K -16,387 -50%
OPS
584
Orion Portfolio Solutions
Nebraska
$531K -$197K -5,825 -26%
GLA
585
Good Life Advisors
Pennsylvania
$531K -$45.7K -1,349 -8%
BAM
586
Brave Asset Management
New Jersey
$530K -$50.8K -1,500 -9%
SAS
587
Sanford Advisory Services
Michigan
$529K -$16.8K -496 -3%
ATC
588
Argent Trust Co
Tennessee
$526K -$390K -11,532 -42%
AWE
589
Avidian Wealth Enterprises
Texas
$526K -$48.4K -1,431 -8%
ACM
590
Ascendant Capital Management
California
$526K +$541K +16,000 New
SSW
591
Stone Summit Wealth
Florida
$524K -$178K -5,246 -25%
CSIA
592
Charles Schwab Investment Advisory
California
$518K +$187K +5,528 +54%
F4L
593
Fortune 45 LLC
Louisiana
$516K -$28.4K -838 -5%
TWM
594
Titus Wealth Management
California
$509K -$89.5K -2,644 -15%
BCM
595
Bluefin Capital Management
New York
$509K +$523K +15,455 New
GFS
596
GYL Financial Synergies
Connecticut
$505K +$15.8K +467 +3%
JAG
597
Journey Advisory Group
Kentucky
$504K +$157K +4,650 +47%
BL
598
BCWM LLC
Kansas
$499K -$36.1K -1,068 -7%
HSA
599
HBK Sorce Advisory
Pennsylvania
$497K -$635K -18,769 -55%
FB
600
Fulton Bank
Pennsylvania
$497K

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.