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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
State Farm Mutual Automobile Insurance
626
State Farm Mutual Automobile Insurance
Illinois
$412K
HIP
627
HUB Investment Partners
Texas
$409K -$1.92M -57,254 -82%
FF
628
Financial Futures
New Jersey
$409K -$1.06M -31,684 -71%
IGWM
629
ICA Group Wealth Management
Colorado
$408K -$1.74K -52 -0.4%
SWA
630
SFMG Wealth Advisors
Texas
$404K +$34 +1 +0%
WF
631
Warner Financial
Maryland
$404K +$1.17K +35 +0.3%
SG
632
Somerset Group
Minnesota
$401K
WJWM
633
Williams Jones Wealth Management
New York
$401K +$50.3K +1,500 +13%
CH
634
Canton Hathaway
Rhode Island
$396K
EWM
635
Empirical Wealth Management
Washington
$395K +$138K +4,125 +49%
WCM
636
WealthBridge Capital Management
Ohio
$394K
BB
637
Bell Bank
North Dakota
$393K -$20.3K -607 -5%
GBT
638
Grove Bank & Trust
Florida
$393K +$416K +12,422 New
KP
639
Keel Point
Alabama
$391K -$3.42K -102 -0.8%
MP
640
McDonald Partners
Ohio
$389K -$291K -8,668 -41%
EWM
641
Endurance Wealth Management
Rhode Island
$389K -$3.35K -100 -0.8%
MGIA
642
Moneta Group Investment Advisors
Missouri
$386K -$22.7K -677 -5%
FNT
643
First Nebraska Trust
Nebraska
$385K
PCA
644
Peddock Capital Advisors
Massachusetts
$384K -$51.6K -1,540 -11%
CWM
645
Collaborative Wealth Management
Florida
$384K -$23K -685 -5%
BWM
646
BerganKDV Wealth Management
Minnesota
$380K -$31K -925 -7%
GVAG
647
Great Valley Advisor Group
Delaware
$377K -$247K -7,374 -38%
SPFA
648
Summit Place Financial Advisors
New Jersey
$377K -$65.4K -1,950 -14%
ES
649
ETF Store
Kansas
$376K -$5.8K -173 -1%
SIS
650
Sound Income Strategies
Florida
$372K -$12.2K -365 -3%

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.