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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
ICG
601
InterOcean Capital Group
Tennessee
$455K
IFO
602
Independent Family Office
New York
$454K
CCG
603
Cypress Capital Group
Florida
$454K +$55.3K +1,650 +13%
CAG
604
Csenge Advisory Group
Florida
$452K +$270K +8,060 +130%
TC
605
TAGStone Capital
North Carolina
$451K +$477K +14,230 New
CWM
606
Chemistry Wealth Management
New York
$449K +$19.1K +571 +4%
EW
607
Evoke Wealth
California
$447K
EWA
608
Evolution Wealth Advisors
Florida
$445K
PMG
609
ProVise Management Group
Florida
$443K -$25.3K -755 -5%
CSPIA
610
Cary Street Partners Investment Advisory
Virginia
$442K -$18.6K -556 -4%
SBH
611
Segall Bryant & Hamill
Illinois
$442K
BA
612
Bristlecone Advisors
Washington
$439K
FT
613
Fiduciary Trust
Massachusetts
$435K
HL
614
HeadInvest LLC
Maine
$435K +$17.8K +532 +4%
CA
615
CoreCap Advisors
Michigan
$434K -$43K -1,282 -9%
SNBOSCI
616
Security National Bank of Sioux City Iowa
Iowa
$431K
SC
617
Slow Capital
California
$431K +$101K +3,016 +28%
AP
618
Americana Partners
Texas
$424K
SCA
619
Stokes Capital Advisors
South Carolina
$422K -$1.3M -38,660 -74%
EWA
620
EP Wealth Advisors
California
$420K -$217K -6,484 -33%
JCM
621
Jacobi Capital Management
Pennsylvania
$418K +$603 +18 +0.1%
WBCM
622
Wilson & Boucher Capital Management
California
$415K
FFG
623
Fortem Financial Group
California
$413K -$905 -27 -0.2%
PA
624
Parallel Advisors
California
$412K -$229K -6,833 -34%
AUB
625
Atlantic Union Bankshares
Virginia
$412K -$49.2K -1,467 -10%

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.