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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
BWM
876
Baystate Wealth Management
Massachusetts
$58K -$24.4K -722 -29%
BFPW
877
BOK Financial Private Wealth
Colorado
$56K +$57.8K +1,708 New
HNWAG
878
High Net Worth Advisory Group
Florida
$53K -$33.8K -1,000 -38%
TIM
879
Tortoise Investment Management
New York
$53K
CWP
880
Concord Wealth Partners
Virginia
$53K +$27.5K +813 +103%
PB
881
Pinnacle Bancorp
Nebraska
$51K +$52.5K +1,550 New
WWP
882
WR Wealth Planners
Missouri
$50.6K
CLOS
883
Compagnie Lombard Odier SCmA
Switzerland
$49K
BSB
884
Bangor Savings Bank
Maine
$49K +$50.8K +1,500 New
BCMLT
885
Beacon Capital Management LLC (Tennessee)
Tennessee
$48K
AF
886
Affiance Financial
Minnesota
$47K
AIA
887
Armor Investment Advisors
North Carolina
$47K
CAGAS
888
Capital Advisory Group Advisory Services
Minnesota
$46K -$70.1K -2,070 -60%
HPC
889
HM Payson & Co
Maine
$46K -$3.38K -100 -7%
OLVIG
890
Oliver Lagore Vanvalin Investment Group
Michigan
$46K -$169 -5 -0.4%
TC
891
Truvestments Capital
Florida
$46K +$47.1K +1,392 New
BI
892
Bramshill Investments
Florida
$45K -$4.78M -141,346 -99%
BMD
893
Better Money Decisions
New Mexico
$45K +$46.5K +1,375 New
WSC
894
Wellington Shields & Co
New York
$44K +$45.7K +1,350 New
TFS
895
TrustCore Financial Services
Tennessee
$41K
VRM
896
Vectors Research Management
New York
$40K +$4.23K +125 +11%
ICM
897
Islay Capital Management
Texas
$39K
PK
898
Pflug Koory
Nebraska
$39K +$338 +10 +0.9%
BCPWM
899
Bradley & Co Private Wealth Management
Florida
$38K
LWA
900
Lowe Wealth Advisors
Maryland
$37K

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.