We are live on ! Find out more
PFF icon

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
LFS
751
Legacy Financial Strategies
Kansas
$236K
NIC
752
Northwest Investment Counselors
Oregon
$235K -$1.94K -58 -0.8%
RF
753
Resolute Financial
Massachusetts
$234K +$3.29K +98 +1%
JWA
754
JFS Wealth Advisors
Pennsylvania
$233K +$101 +3 +0%
SC
755
Seldon Capital
California
$228K
IP
756
Investment Partners
Ohio
$228K +$241K +7,185 New
AAA
757
Adams Asset Advisors
Texas
$226K
TCM
758
Tran Capital Management
California
$225K
PMA
759
Prudent Man Advisors
Illinois
$223K
SMH
760
Sanders Morris Harris
Texas
$222K
RT
761
Rockland Trust
Massachusetts
$222K +$235K +7,003 New
TC
762
Titleist Capital
Texas
$220K -$2.04M -60,838 -90%
1CM
763
1492 Capital Management
Wisconsin
$220K
PCM
764
Princeton Capital Management
New Jersey
$219K
CCFM
765
Clear Creek Financial Management
Washington
$218K -$77.8K -2,322 -25%
WSTAM
766
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$4.79K -143 -2%
FF
767
Francis Financial
$218K
SIG
768
Stonegate Investment Group
Alabama
$218K
AA
769
Ancora Advisors
Ohio
$218K +$5.87K +175 +3%
TMWM
770
Taylor & Morgan Wealth Management
Michigan
$216K -$64.6K -1,928 -22%
HWMA
771
Heritage Wealth Management (Arizona)
Arizona
$214K
TF
772
TimeScale Financial
Massachusetts
$213K -$5.03K -150 -2%
PG
773
Proffitt & Goodson
Tennessee
$212K +$224K +6,689 New
FCFC
774
First Citizens Financial Corp
Iowa
$208K +$220K +6,553 New
LIA
775
LS Investment Advisors
Michigan
$207K

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.