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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
NEAM
801
New England Asset Management
Connecticut
$158K +$134K +4,000 +400%
ECM
802
Elgethun Capital Management
South Dakota
$157K -$4.96K -148 -3%
PGAM
803
Princeton Global Asset Management
New Jersey
$155K -$250K -7,444 -60%
UB
804
UMB Bank
Missouri
$155K
LF
805
Lee Financial
Texas
$154K +$27.8K +830 +21%
CAGAS
806
Capital Advisory Group Advisory Services
Minnesota
$154K +$117K +3,480 +250%
LFASL
807
Lugano Financial Advisors SA (LFA)
Switzerland
$152K -$2.99M -89,347 -95%
EWM
808
EPG Wealth Management
Georgia
$152K +$161K +4,811 New
EIP
809
Ellis Investment Partners
Pennsylvania
$146K +$18.3K +546 +13%
RWIA
810
Roger Wittlin Investment Advisory
California
$146K +$155K +4,630 New
EL
811
EMFO LLC
Florida
$144K
Simplex Trading
812
Simplex Trading
Illinois
$136K +$144K +4,306 New
FF
813
FourThought Financial
Florida
$131K
TFP
814
Tilia Fiduciary Partners
North Carolina
$130K -$53.6K -1,599 -28%
SFO
815
Standard Family Office
South Dakota
$127K +$134K +4,000 New
Nomura Asset Management
816
Nomura Asset Management
Japan
$126K
MFA
817
McClarren Financial Advisors
Pennsylvania
$125K +$133K +3,964 New
SCA
818
Stonebridge Capital Advisors
Minnesota
$123K +$168 +5 +0.1%
OC
819
Oakworth Capital
Alabama
$119K
FMP
820
Financial Management Professionals
Texas
$116K +$11.8K +352 +11%
SBL
821
Sargent Bickham Lagudis
Colorado
$115K -$90.8K -2,708 -43%
WSCM
822
Wellington Shields Capital Management
New York
$115K +$14.2K +423 +13%
AA
823
Addison Advisors
Vermont
$107K
GT
824
Glenmede Trust
Pennsylvania
$107K
CTA
825
Colonial Trust Advisors
South Carolina
$106K +$113K +3,360 New

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.