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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
CIC
701
Carnegie Investment Counsel
Ohio
$298K +$44.1K +1,316 +16%
OCM
702
Objective Capital Management
Ohio
$296K -$107K -3,200 -25%
GG
703
GenWealth Group
New Jersey
$296K
WMA
704
West Michigan Advisors
Michigan
$296K +$48.9K +1,460 +19%
BI
705
Ballast Inc
Kentucky
$294K
WP
706
WealthSpring Partners
California
$294K +$311K +9,280 New
KL
707
KilterHowling LLC
Colorado
$294K -$27.5K -819 -8%
CAMG
708
CWA Asset Management Group
Florida
$290K -$79.9K -2,385 -21%
GA
709
Greytown Advisors
Florida
$288K +$503 +15 +0.2%
MCA
710
Millennium Capital Advisors
Arkansas
$287K -$8.38K -250 -3%
WAM
711
Worth Asset Management
Texas
$287K -$94.9K -2,830 -24%
DBT
712
Dubuque Bank & Trust
Iowa
$286K
FLA
713
Financial Life Advisors
Texas
$284K +$301K +8,965 New
ACK
714
Andrew C. Karlinski
$283K -$92.3K -2,753 -24%
LP
715
Lloyd Park
Illinois
$283K +$2.85K +85 +1%
FNBT
716
FineMark National Bank & Trust
Florida
$281K -$16.2K -482 -5%
WAG
717
Winthrop Advisory Group
Massachusetts
$280K +$495K +14,762 +168%
FLPIM
718
F.L. Putnam Investment Management
Massachusetts
$277K -$7.66M -228,656 -96%
WP
719
WealthSource Partners
California
$277K +$31.5K +940 +12%
AG
720
Ascent Group
Virginia
$276K +$43.3K +1,291 +17%
MAG
721
Mayfair Advisory Group
Alabama
$275K
FAIM
722
Financial Advocates Investment Management
Washington
$274K -$1.8M -53,582 -86%
FAG
723
Fortitude Advisory Group
Washington
$273K -$1.57K -47 -0.5%
HCM
724
Highview Capital Management
Illinois
$272K -$145K -4,325 -33%
CFB
725
Cullen/Frost Bankers
Texas
$272K

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.