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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
KMWM
676
Keudell/Morrison Wealth Management
Oregon
$332K
GP
677
Girard Partners
Pennsylvania
$325K +$71.9K +2,145 +26%
PWMAG
678
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$286K -8,520 -45%
ABC
679
Associated Banc-Corp
Wisconsin
$322K
FFWM
680
Future Financial Wealth Management
Ohio
$321K
NGA
681
Naples Global Advisors
Florida
$320K +$120K +3,570 +55%
MCA
682
MSH Capital Advisors
Arizona
$319K -$14.7K -439 -4%
WCM
683
Windsor Capital Management
Arizona
$319K -$350K -10,436 -51%
FIA
684
Foundations Investment Advisors
Arizona
$319K -$28K -835 -8%
UBV
685
United Bank (Virginia)
Virginia
$319K +$20.5K +613 +6%
AWA
686
Amplius Wealth Advisors
Pennsylvania
$317K
OIA
687
Optimum Investment Advisors
Illinois
$316K -$16.8K -500 -5%
MIM
688
Merrion Investment Management
New Jersey
$316K
SDJVC
689
St. Denis J. Villere & Co
Louisiana
$316K
IHL
690
Investment House LLC
California
$313K
WMA
691
Wealth Management Associates
New Jersey
$309K -$168 -5 -0.1%
CPO
692
Cerity Partners OCIO
New York
$308K -$22.5K -671 -6%
RI
693
Ridgewood Investments
New Jersey
$307K
CPIA
694
Cornell Pochily Investment Advisors
New York
$305K -$14.7K -440 -4%
IP
695
Ignite Planners
California
$305K +$4.16K +124 +1%
OFG
696
Omega Financial Group
California
$304K +$603 +18 +0.2%
Brown Advisory
697
Brown Advisory
Maryland
$303K
CS
698
Comerica Securities
Michigan
$300K -$159K -4,757 -33%
SIC
699
Samalin Investment Counsel
New York
$300K +$3.25K +97 +1%
SWP
700
Strategic Wealth Partners
Ohio
$299K +$46K +1,373 +17%

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.