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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
NC
851
NewSquare Capital
Pennsylvania
$49K -$20.7K -618 -29%
PB
852
Pinnacle Bancorp
Nebraska
$49K
WWP
853
WR Wealth Planners
Missouri
$48.7K
AF
854
Affiance Financial
Minnesota
$45K
BCMLT
855
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K
OLVIG
856
Oliver Lagore Vanvalin Investment Group
Michigan
$44K
TRCT
857
Tower Research Capital (TRC)
New York
$44K +$36.7K +1,095 +365%
WSC
858
Wellington Shields & Co
New York
$43K
PMFA
859
Plante Moran Financial Advisors
Michigan
$42K +$22.9K +682 +108%
TFS
860
TrustCore Financial Services
Tennessee
$39K
ICM
861
Islay Capital Management
Texas
$38K
PO
862
Private Ocean
California
$38K +$6.74K +201 +20%
BCPWM
863
Bradley & Co Private Wealth Management
Florida
$37K
PK
864
Pflug Koory
Nebraska
$37K +$369 +11 +0.9%
BAM
865
Bellevue Asset Management
Washington
$36K +$134 +4 +0.4%
BA
866
Ballast Advisors
Minnesota
$36K +$402 +12 +1%
HVM
867
Harvest Volatility Management
Connecticut
$32K
WB
868
Webster Bank
Connecticut
$32K +$15.1K +450 +77%
CC
869
Corsicana & Co
Texas
$29K
CP
870
Castleview Partners
Texas
$29K +$27.3K +814 +754%
OPW
871
Oxler Private Wealth
New York
$28.8K
LWA
872
Lowe Wealth Advisors
Maryland
$27K -$9.22K -275 -24%
BHWM
873
Beaird Harris Wealth Management
Texas
$27K +$3.35K +100 +13%
WT
874
Washington Trust
Rhode Island
$26K -$44.7K -1,334 -62%
S
875
Surevest
California
$26K

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.