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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
CWM
726
C2C Wealth Management
Arizona
$271K +$335 +10 +0.1%
SAS
727
Stelac Advisory Services
New York
$270K +$15.4K +460 +6%
BWAM
728
Boyd Watterson Asset Management
Ohio
$268K
NPF
729
Norris Perne & French
Michigan
$263K
HWM
730
HB Wealth Management
Georgia
$262K -$680K -20,298 -71%
BLC
731
Brown, Lisle/Cummings
Rhode Island
$260K
ST
732
Sabal Trust
Florida
$260K -$110K -3,292 -29%
FPAS
733
Focus Partners Advisor Solutions
Missouri
$260K +$24.3K +725 +10%
BA
734
Bridge Advisory
California
$257K -$156K -4,665 -37%
RCG
735
Regatta Capital Group
California
$254K
CIA
736
Capital Investment Advisors
Georgia
$254K +$15.9K +474 +6%
MWM
737
Meridian Wealth Management
Kentucky
$253K -$8.01K -239 -3%
RSWM
738
Robertson Stephens Wealth Management
California
$253K -$5.53K -165 -2%
MAWCM
739
Mine & Arao Wealth Creation & Management
California
$253K -$637 -19 -0.2%
NWA
740
Navis Wealth Advisors
New York
$253K
SWMP
741
Signature Wealth Management Partners
New Jersey
$252K +$1.14K +34 +0.4%
SFA
742
Sequoia Financial Advisors
Ohio
$251K -$55.2K -1,648 -17%
ST
743
Spinnaker Trust
Maine
$250K -$7.84M -233,879 -97%
CC
744
Callan Capital
California
$250K +$265K +7,900 New
RMC
745
Resources Management Corp
Connecticut
$243K +$58.8K +1,755 +30%
OC
746
Oarsman Capital
Wisconsin
$243K +$257K +7,672 New
BWP
747
Balboa Wealth Partners
Arizona
$240K +$254K +7,571 New
NFSG
748
Newbridge Financial Services Group
Florida
$239K +$872 +26 +0.3%
CSA
749
Cottage Street Advisors
Massachusetts
$237K -$74.2K -2,215 -23%
ECG
750
Edge Capital Group
Georgia
$236K -$25.5K -760 -9%

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.