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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
BFG
651
Beacon Financial Group
Texas
$370K
GJIC
652
Gamble Jones Investment Counsel
California
$370K +$13.4K +400 +4%
FNWM
653
Financial Network Wealth Management
Utah
$369K -$6.37K -190 -2%
HWM
654
Hohimer Wealth Management
Washington
$369K
SCM
655
Schnieders Capital Management
California
$369K
MFA
656
Mayflower Financial Advisors
Massachusetts
$369K +$32.1K +959 +9%
RFN
657
RDA Financial Network
Iowa
$368K -$60.3K -1,798 -13%
CWM
658
Cordatus Wealth Management
Pennsylvania
$364K -$25.5K -760 -6%
CB
659
Cadence Bank
Mississippi
$364K +$385K +11,481 New
PCM
660
Parsons Capital Management
Rhode Island
$362K
TWA
661
TCI Wealth Advisors
Arizona
$359K -$4.39K -131 -1%
UL
662
Unionview LLC
Washington
$359K +$97.9K +2,922 +35%
TF
663
TIAA FSB
Florida
$354K +$133K +3,965 +55%
PFC
664
Phocas Financial Corp
California
$351K +$8.38K +250 +2%
FFA
665
Founders Financial Alliance
North Carolina
$350K -$125K -3,716 -25%
ACM
666
AlphaStar Capital Management
North Carolina
$349K +$370K +11,025 New
BFA
667
Bragg Financial Advisors
North Carolina
$348K +$23.5K +700 +7%
PCWA
668
Pacific Capital Wealth Advisors
California
$345K +$670 +20 +0.2%
JAG
669
Journey Advisory Group
Kentucky
$342K -$124K -3,700 -26%
COCM
670
Charter Oak Capital Management
New Hampshire
$342K -$47.3K -1,410 -12%
BPA
671
Beacon Pointe Advisors
California
$341K -$144K -4,283 -28%
LWP
672
Lumature Wealth Partners
Georgia
$340K
FTUS
673
Flow Traders U.S.
New York
$338K +$357K +10,661 New
HKIMG
674
Hutchens & Kramer Investment Management Group
Indiana
$336K +$1.17K +35 +0.3%
LWMG
675
Levy Wealth Management Group
Pennsylvania
$333K +$352K +10,500 New

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.