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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
WIM
576
WealthPlan Investment Management
Nebraska
$504K +$533K +15,889 New
VVP
577
Venture Visionary Partners
Ohio
$503K +$59.8K +1,785 +13%
CSIA
578
Charles Schwab Investment Advisory
California
$500K +$670 +20 +0.1%
AMM
579
American Money Management
California
$498K -$20.1K -600 -4%
SAS
580
Sanford Advisory Services
Michigan
$497K -$13.3K -396 -2%
MHR
581
Matthew Hamilton Rosenberg
$496K -$179K -5,348 -25%
HCP
582
Hexagon Capital Partners
Arkansas
$493K -$151K -4,490 -22%
FFS
583
Founders Financial Securities
Maryland
$492K +$178K +5,308 +52%
CFG
584
Citizens Financial Group
Rhode Island
$490K -$105K -3,136 -17%
FB
585
Fulton Bank
Pennsylvania
$479K
VHAM
586
Van Hulzen Asset Management
California
$478K +$235 +7 +0%
LWANC
587
Laurel Wealth Advisors (North Carolina)
North Carolina
$476K -$98.9K -2,950 -16%
WFAG
588
Wescott Financial Advisory Group
Pennsylvania
$475K
CSIC
589
Clifford Swan Investment Counsel
California
$469K -$670 -20 -0.1%
RC
590
Reik & Co
New York
$467K
AT
591
American Trust
Kentucky
$467K +$494K +14,733 New
DG
592
DMC Group
Alabama
$465K -$3.39K -101 -0.7%
MA
593
MKT Advisors
California
$464K +$101 +3 +0%
GFS
594
GYL Financial Synergies
Connecticut
$463K -$24.8K -739 -5%
AWE
595
Avidian Wealth Enterprises
Texas
$462K -$46.6K -1,389 -9%
HIA
596
Harbor Investment Advisory
Maryland
$461K -$6.7K -200 -1%
SC
597
Stolper & Co
Oklahoma
$460K +$17.7K +528 +4%
RG
598
Rathbones Group
United Kingdom
$459K -$8.41K -251 -2%
AWA
599
AmeriServ Wealth Advisors
Pennsylvania
$458K +$134K +4,000 +38%
GWSG
600
GPS Wealth Strategies Group
Colorado
$456K +$536 +16 +0.1%

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.