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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
GP
751
Girard Partners
Pennsylvania
$267K -$13.4K -395 -5%
CIC
752
Carnegie Investment Counsel
Ohio
$266K
SAS
753
Stelac Advisory Services
New York
$265K -$95.7K -2,829 -26%
SWP
754
Strategic Wealth Partners
Ohio
$265K +$29.5K +871 +12%
RMAM
755
Raab & Moskowitz Asset Management
New Jersey
$265K +$273K +8,068 New
NWA
756
Navis Wealth Advisors
New York
$263K
MAWCM
757
Mine & Arao Wealth Creation & Management
California
$263K +$2.4K +71 +0.9%
RMC
758
Resources Management Corp
Connecticut
$261K -$76.8K -2,270 -28%
VWA
759
V Wealth Advisors
Kansas
$261K +$269K +7,955 New
SWMP
760
Signature Wealth Management Partners
New Jersey
$260K +$981 +29 +0.4%
WMA
761
West Michigan Advisors
Michigan
$259K +$4.33K +128 +2%
WP
762
WealthSource Partners
California
$256K -$43.6K -1,289 -14%
HCM
763
Hengehold Capital Management
Ohio
$256K +$263K +7,771 New
CFO
764
CVA Family Office
Colorado
$255K -$24.2K -715 -8%
RCG
765
Regatta Capital Group
California
$254K -$91.4K -2,700 -26%
SCA
766
Strategic Capital Advisers
Colorado
$254K +$135 +4 +0.1%
CIA
767
Capital Investment Advisors
Georgia
$248K -$68.9K -2,037 -21%
NFSG
768
Newbridge Financial Services Group
Florida
$247K -$61.9K -1,828 -20%
FPAS
769
Focus Partners Advisor Solutions
Missouri
$247K +$43.4K +1,282 +21%
NIC
770
Northwest Investment Counselors
Oregon
$246K -$134K -3,949 -35%
LFS
771
Legacy Financial Strategies
Kansas
$245K
JWA
772
JFS Wealth Advisors
Pennsylvania
$242K -$12.9K -381 -5%
RF
773
Resolute Financial
Massachusetts
$240K -$33.4K -988 -12%
TF
774
TIAA FSB
Florida
$237K +$244K +7,200 New
SC
775
Seldon Capital
California
$236K -$379K -11,208 -61%

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.