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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
FA
876
Faithward Advisors
Pennsylvania
$26K +$6.24K +186 +29%
KFS
877
Kelly Financial Services
Massachusetts
$25.4K +$26.9K +801 New
LDFR
878
Lehman & Derafelo Financial Resources
Pennsylvania
$25K
Bank of Montreal
879
Bank of Montreal
Ontario, Canada
$24.9K +$474K +14,137 +2%
CT
880
Cambridge Trust
Massachusetts
$24K -$168K -5,018 -87%
SAM
881
S.A. Mason
Michigan
$23K -$2.88K -86 -10%
EWM
882
Evermay Wealth Management
Virginia
$23K
JWM
883
Janiczek Wealth Management
Colorado
$23K
LFG
884
Larson Financial Group
Missouri
$23K +$24K +716 New
OFG
885
Oxford Financial Group
Indiana
$22K
DIP
886
DT Investment Partners
Pennsylvania
$21K -$2M -59,653 -99%
AWM
887
AllSquare Wealth Management
New York
$20K
BNP Paribas Financial Markets
888
BNP Paribas Financial Markets
France
$19.8K +$1.24K +37 +6%
HR
889
Howe & Rusling
New York
$19K -$48.9K -1,458 -71%
CBT
890
CoreFirst Bank & Trust
Kansas
$19K
S
891
SignatureFD
Georgia
$18K
BAM
892
Byrne Asset Management
New Jersey
$17K
MWM
893
Mascoma Wealth Management
New Hampshire
$17K
LS
894
Leelyn Smith
Illinois
$17K +$168 +5 +0.9%
BWL
895
Bogart Wealth LLC
Virginia
$16K
CAL
896
Capital Analysts LLC
Pennsylvania
$16K
HCM
897
Horrell Capital Management
Arkansas
$16K
PWMG
898
Prestige Wealth Management Group
New Jersey
$16K
PA
899
PSI Advisors
Florida
$16K
TFA
900
Transamerica Financial Advisors
Florida
$16K

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.