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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
LWM
776
Laidlaw Wealth Management
New York
$206K
AFS
777
AFG Fiduciary Services
Massachusetts
$206K +$218K +6,502 New
CPSC
778
Carl P. Sherr & Co
Massachusetts
$205K
SSCA
779
South Shore Capital Advisors
Massachusetts
$204K -$20K -596 -8%
HIMC
780
Heritage Investors Management Corp
Maryland
$204K
HCA
781
Harbour Capital Advisors
Virginia
$202K -$9.22K -275 -4%
AA
782
Alesco Advisors
New York
$202K +$214K +6,390 New
ATC
783
Argent Trust Co
Tennessee
$200K -$324K -9,676 -60%
OCPWS
784
One Charles Private Wealth Services
Massachusetts
$200K +$536 +16 +0.3%
TSWM
785
Tyler-Stone Wealth Management
Ohio
$195K -$2.95K -88 -1%
ZIG
786
Zullo Investment Group
Pennsylvania
$188K +$6.33K +189 +3%
CFO
787
CVA Family Office
Colorado
$185K -$63.9K -1,905 -25%
SWM
788
Sugarloaf Wealth Management
Georgia
$185K +$52K +1,550 +36%
ACA
789
Aptus Capital Advisors
Alabama
$180K
BC
790
Burleson & Co
California
$178K
JHCP
791
Jackson Hole Capital Partners
Oklahoma
$175K
CA
792
Clearstead Advisors
Ohio
$173K +$15.9K +473 +9%
CFD
793
Creative Financial Designs
Indiana
$170K +$235 +7 +0.1%
BCV
794
Banque Cantonale Vaudoise
Switzerland
$168K -$9.59K -286 -5%
FRA
795
Front Row Advisors
California
$166K
CT
796
Colonial Trust
South Carolina
$164K +$174K +5,182 New
CIAS
797
Capital Investment Advisory Services
North Carolina
$161K +$34 +1 +0%
FWM
798
Focused Wealth Management
New York
$159K +$1.31K +39 +0.8%
WIM
799
Westside Investment Management
California
$159K +$146K +4,351 +43%
RPCA
800
Running Point Capital Advisors
California
$158K

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.