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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
CPSC
801
Carl P. Sherr & Co
Massachusetts
$213K +$219K +6,485 New
HIMC
802
Heritage Investors Management Corp
Maryland
$212K
CRC
803
Curi RMB Capital
Illinois
$210K -$47K -1,390 -18%
OCPWS
804
One Charles Private Wealth Services
Massachusetts
$209K -$44.2K -1,307 -17%
SBL
805
Sargent Bickham Lagudis
Colorado
$209K +$88.9K +2,626 +71%
ACP
806
Ashfield Capital Partners
California
$207K -$8.46K -250 -4%
MIM
807
Macroview Investment Management
Maryland
$206K -$144K -4,244 -40%
TSWM
808
Tyler-Stone Wealth Management
Ohio
$206K +$338 +10 +0.2%
NFG
809
Nations Financial Group
Iowa
$205K -$30.8K -909 -13%
SWM
810
Segment Wealth Management
Texas
$205K
CAG
811
Csenge Advisory Group
Florida
$205K +$20K +592 +11%
DWM
812
Denver Wealth Management
Colorado
$202K +$208K +6,138 New
KWM
813
Keebeck Wealth Management
Illinois
$202K +$208K +6,141 New
JWCA
814
J.W. Coons Advisors
Ohio
$201K
BFA
815
Beacon Financial Advisory
Ohio
$201K +$21K +622 +11%
LWM
816
Liberty Wealth Management
California
$201K +$208K +6,138 New
AIC
817
Archer Investment Corporation
Indiana
$197K -$234K -6,900 -53%
TFP
818
Tilia Fiduciary Partners
North Carolina
$193K -$50K -1,477 -20%
ZIG
819
Zullo Investment Group
Pennsylvania
$189K -$93.1K -2,750 -32%
CT
820
Cambridge Trust
Massachusetts
$189K -$82.2K -2,428 -30%
ACA
821
Aptus Capital Advisors
Alabama
$187K -$28K -828 -13%
BC
822
Burleson & Co
California
$185K
BCV
823
Banque Cantonale Vaudoise
Switzerland
$183K
JHCP
824
Jackson Hole Capital Partners
Oklahoma
$182K
CFD
825
Creative Financial Designs
Indiana
$176K +$203 +6 +0.1%

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.