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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
LSA
901
Lansing Street Advisors
Pennsylvania
$16K +$201 +6 +1%
ADL
902
Asset Dedication LLC
California
$16K +$16.8K +500 New
M1FG
903
Mach-1 Financial Group
Arkansas
$14K
TC
904
Tacita Capital
Ontario, Canada
$14K
SWA
905
Sutton Wealth Advisors
Florida
$13K
GA
906
GoalVest Advisory
New York
$13K -$548K -16,356 -98%
MTIC
907
Missouri Trust & Investment Company
Missouri
$11K -$8.38K -250 -42%
GM
908
GeoWealth Management
Illinois
$11K -$302 -9 -3%
WCAMG
909
Woodard & Company Asset Management Group
North Carolina
$10K -$1.94K -58 -16%
GI
910
GS Investments
Minnesota
$10K
WAS
911
Winch Advisory Services
Wisconsin
$10K +$134 +4 +1%
AIL
912
AGF Investments LLC
Ontario, Canada
$10K +$1.24K +37 +13%
BWM
913
Baystate Wealth Management
Massachusetts
$9K -$49K -1,461 -83%
FM
914
Family Management
New York
$9K
HI
915
Hoey Investments
Pennsylvania
$9K
WA
916
WestEnd Advisors
North Carolina
$9K +$737 +22 +9%
ARMC
917
American Research & Management Company
Massachusetts
$8K -$13.4K -400 -60%
LCM
918
Logan Capital Management
Pennsylvania
$8K
SWM
919
Selective Wealth Management
Virginia
$7K
WAM
920
WFA Asset Management
Wisconsin
$6.46K +$6.84K +204 New
AIA
921
Angeles Investment Advisors
California
$6K
BL
922
Balentine LLC
Georgia
$6K
RG
923
Retirement Group
California
$5K -$22.6K -674 -80%
GGI
924
Godsey & Gibb Inc
Virginia
$5K
HDIM
925
Hanson & Doremus Investment Management
Vermont
$5K

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.