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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
FMII
826
Farmers & Merchants Investments Inc
Nebraska
$101K
TFGT
827
TS Financial Group (TSFG)
Illinois
$96K -$8.04K -240 -7%
JEST
828
JTC Employer Solutions Trustee
Jersey
$95K
HBW
829
Hazlett, Burt & Watson
West Virginia
$93K -$8.21K -245 -8%
GI
830
Gradient Investments
Minnesota
$91K
WFA
831
Wells Financial Advisors
Massachusetts
$91K
HPC
832
HM Payson & Co
Maine
$86K +$43.6K +1,300 +93%
GWANC
833
Guardian Wealth Advisors (North Carolina)
North Carolina
$78K
MFT
834
Moisand Fitzgerald Tamayo
Florida
$77K
BI
835
Bramshill Investments
Florida
$77K +$35.6K +1,062 +77%
PP
836
PrairieView Partners
Minnesota
$76K -$39.8K -1,187 -33%
MIM
837
Macroview Investment Management
Maryland
$73K -$132K -3,947 -63%
CWA
838
Clearview Wealth Advisors
Oregon
$73K +$1.01K +30 +1%
ANBT
839
American National Bank & Trust
Texas
$71K +$74.8K +2,230 New
CMANY
840
Capital Management Associates (New York)
New York
$68K
BFEC
841
Benjamin F. Edwards & Company
Missouri
$65K -$10.8K -322 -14%
TF
842
Tompkins Financial
New York
$64K
WWMSC
843
Wagner Wealth Management (South Carolina)
South Carolina
$63K
PP
844
Pacifica Partners
Canada
$57K -$2.58K -77 -4%
EW
845
Element Wealth
Mississippi
$57K +$804 +24 +1%
RA
846
Rise Advisors
New York
$54K -$2.98K -89 -5%
BFPW
847
BOK Financial Private Wealth
Colorado
$54K
UCB
848
United Community Bank
South Carolina
$51.8K +$54.8K +1,635 New
HNWAG
849
High Net Worth Advisory Group
Florida
$51K
TIM
850
Tortoise Investment Management
New York
$51K

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.