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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
VHAM
601
Van Hulzen Asset Management
California
$496K +$66.8K +1,974 +15%
PWP
602
Principle Wealth Partners
Connecticut
$495K +$12.9K +382 +3%
BPA
603
Beacon Pointe Advisors
California
$494K -$183K -5,418 -26%
CA
604
CoreCap Advisors
Michigan
$493K -$83.6K -2,469 -14%
WFAG
605
Wescott Financial Advisory Group
Pennsylvania
$493K +$508K +15,000 New
CSIC
606
Clifford Swan Investment Counsel
California
$487K
HIA
607
Harbor Investment Advisory
Maryland
$486K -$135K -4,000 -21%
MA
608
MKT Advisors
California
$486K -$10.1K -298 -2%
PMG
609
ProVise Management Group
Florida
$485K
RG
610
Rathbones Group
United Kingdom
$485K
FFA
611
Founders Financial Alliance
North Carolina
$485K +$90.8K +2,683 +22%
RC
612
Reik & Co
New York
$485K +$111K +3,285 +29%
DG
613
DMC Group
Alabama
$484K +$1.05K +31 +0.2%
DAS
614
Dynamic Advisor Solutions
Arizona
$480K -$113K -3,338 -19%
FHC
615
First Heartland Consultants
Missouri
$480K +$69.6K +2,058 +16%
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$477K -$303K -8,960 -38%
AUB
617
Atlantic Union Bankshares
Virginia
$476K -$40.2K -1,187 -8%
GWSG
618
GPS Wealth Strategies Group
Colorado
$473K +$102 +3 +0%
ICG
619
InterOcean Capital Group
Tennessee
$473K +$487K +14,376 New
AWA
620
Arete Wealth Advisors
Illinois
$470K +$101K +2,970 +26%
CS
621
Comerica Securities
Michigan
$467K +$277K +8,197 +136%
EW
622
Evoke Wealth
California
$464K
VVP
623
Venture Visionary Partners
Ohio
$464K +$812 +24 +0.2%
EWA
624
Evolution Wealth Advisors
Florida
$462K +$70.5K +2,083 +17%
SC
625
Stolper & Co
Oklahoma
$460K +$1.39K +41 +0.3%

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.