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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
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$105K
1IA
852
1834 Investment Advisors
Wisconsin
$105K +$108K +3,200 New
HBW
853
Hazlett, Burt & Watson
West Virginia
$104K +$981 +29 +0.9%
WOSD
854
WFA of San Diego
California
$102K +$105K +3,104 New
JEST
855
JTC Employer Solutions Trustee
Jersey
$99K
WFA
856
Wells Financial Advisors
Massachusetts
$95K
GI
857
Gradient Investments
Minnesota
$94K -$4.3K -127 -4%
GWANC
858
Guardian Wealth Advisors (North Carolina)
North Carolina
$81K +$83.3K +2,462 New
MFT
859
Moisand Fitzgerald Tamayo
Florida
$80K +$73K +2,157 +790%
BFEC
860
Benjamin F. Edwards & Company
Missouri
$78K +$24K +710 +43%
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$7.31K +216 +10%
CWA
862
Clearview Wealth Advisors
Oregon
$75K +$914 +27 +1%
OSAM
863
O'Shaughnessy Asset Management
Connecticut
$73K -$1.05K -31 -1%
NC
864
NewSquare Capital
Pennsylvania
$71K -$38.1K -1,125 -34%
WT
865
Washington Trust
Rhode Island
$71K
CMANY
866
Capital Management Associates (New York)
New York
$70K
TF
867
Tompkins Financial
New York
$67K
HR
868
Howe & Rusling
New York
$67K +$49.3K +1,458 +247%
WWMSC
869
Wagner Wealth Management (South Carolina)
South Carolina
$66K -$138K -4,072 -67%
CI
870
CX Institutional
Indiana
$66K +$68.4K +2,020 New
PP
871
Pacifica Partners
Canada
$63K +$237 +7 +0.4%
ETI
872
Enterprise Trust & Investment
California
$62K
RIM
873
Rockbridge Investment Management
New York
$59.3K -$478K -14,139 -89%
RA
874
Rise Advisors
New York
$59K +$609 +18 +1%
EW
875
Element Wealth
Mississippi
$59K +$711 +21 +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.