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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
SBH
626
Segall Bryant & Hamill
Illinois
$458K -$61.8K -1,826 -12%
BA
627
Bristlecone Advisors
Washington
$456K
SPFA
628
Summit Place Financial Advisors
New Jersey
$455K +$38.9K +1,150 +9%
FT
629
Fiduciary Trust
Massachusetts
$451K +$114K +3,383 +33%
PCA
630
Peddock Capital Advisors
Massachusetts
$449K -$244K -7,200 -35%
SNBOSCI
631
Security National Bank of Sioux City Iowa
Iowa
$448K
CWM
632
Chemistry Wealth Management
New York
$447K +$19.5K +576 +4%
NLP
633
Next Level Private
New York
$447K +$460K +13,592 New
IGWM
634
ICA Group Wealth Management
Colorado
$445K -$15K -443 -3%
AP
635
Americana Partners
Texas
$441K -$51.5K -1,522 -10%
RFN
636
RDA Financial Network
Iowa
$441K -$7.65K -226 -2%
KP
637
Keel Point
Alabama
$436K +$1.35K +40 +0.3%
HL
638
HeadInvest LLC
Maine
$434K
JCM
639
Jacobi Capital Management
Pennsylvania
$433K +$50.3K +1,486 +13%
SWA
640
SFMG Wealth Advisors
Texas
$432K +$68 +2 +0%
WBCM
641
Wilson & Boucher Capital Management
California
$431K -$13.5K -400 -3%
FFG
642
Fortem Financial Group
California
$429K -$139K -4,108 -24%
BB
643
Bell Bank
North Dakota
$428K +$7.78K +230 +2%
State Farm Mutual Automobile Insurance
644
State Farm Mutual Automobile Insurance
Illinois
$427K
IFA
645
Interactive Financial Advisors
Illinois
$426K -$101K -2,972 -19%
HCM
646
Highview Capital Management
Illinois
$425K -$1.53M -45,314 -78%
BWM
647
BerganKDV Wealth Management
Minnesota
$425K +$294K +8,680 +204%
MGIA
648
Moneta Group Investment Advisors
Missouri
$423K +$28.4K +839 +7%
BA
649
Bridge Advisory
California
$423K +$432K +12,773 New
CWM
650
Collaborative Wealth Management
Florida
$421K +$433K +12,805 New

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.