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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
GJIC
676
Gamble Jones Investment Counsel
California
$371K +$32.1K +950 +9%
WJWM
677
Williams Jones Wealth Management
New York
$367K
APA
678
Astoria Portfolio Advisors
New York
$363K -$465K -13,731 -55%
TCM
679
TD Capital Management
Tennessee
$360K +$2.71K +80 +0.7%
PCWA
680
Pacific Capital Wealth Advisors
California
$358K -$40.4K -1,194 -10%
FIA
681
Foundations Investment Advisors
Arizona
$357K +$24.1K +711 +7%
PFC
682
Phocas Financial Corp
California
$356K +$10.2K +300 +3%
FFWM
683
Future Financial Wealth Management
Ohio
$355K
LWP
684
Lumature Wealth Partners
Georgia
$353K
MFA
685
Mayflower Financial Advisors
Massachusetts
$352K +$141K +4,162 +64%
SC
686
Slow Capital
California
$348K -$26.1K -772 -7%
HKIMG
687
Hutchens & Kramer Investment Management Group
Indiana
$347K -$15.9K -469 -4%
MCA
688
MSH Capital Advisors
Arizona
$346K +$14.1K +418 +4%
OIA
689
Optimum Investment Advisors
Illinois
$345K
AWA
690
AmeriServ Wealth Advisors
Pennsylvania
$344K
KMWM
691
Keudell/Morrison Wealth Management
Oregon
$344K
DOA
692
D'Orazio & Associates
Virginia
$343K
CPO
693
Cerity Partners OCIO
New York
$342K -$50.2K -1,483 -12%
KCPG
694
Kavar Capital Partners Group
Kansas
$340K +$350K +10,350 New
BFA
695
Bragg Financial Advisors
North Carolina
$339K +$10.2K +300 +3%
CCB
696
Country Club Bank
Missouri
$336K -$6.31M -186,358 -95%
FFS
697
Founders Financial Securities
Maryland
$336K -$88.7K -2,621 -20%
Citadel Advisors
698
Citadel Advisors
Florida
$336K +$345K +10,204 New
ABC
699
Associated Banc-Corp
Wisconsin
$334K -$14.5K -429 -4%
KL
700
KilterHowling LLC
Colorado
$332K -$30.5K -901 -8%

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.