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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
QCG
926
Quadrant Capital Group
Ohio
$5K
TFA
927
Toth Financial Advisory
Virginia
$5K
TAM
928
Townsend Asset Management
North Carolina
$5K
AIM
929
Anchor Investment Management
South Carolina
$4.75K
TC
930
Truvestments Capital
Florida
$4K -$42K -1,252 -90%
BBHC
931
Brown Brothers Harriman & Co
New York
$4K
PCTC
932
Perkins Coie Trust Company
Washington
$4K
PSB
933
Piscataqua Savings Bank
New Hampshire
$4K
VCM
934
Versant Capital Management
Arizona
$4K
WTA
935
Washington Trust Advisors
Massachusetts
$4K
WWM
936
Wolff Wiese Magana
California
$4K
MS
937
Mizuho Securities
Japan
$3K +$34 +1 +1%
RCM
938
Raleigh Capital Management
North Carolina
$3K +$34 +1 +1%
PCA
939
Providence Capital Advisors
North Carolina
$3K +$704 +21 +32%
MOS
940
MGO One Seven
Ohio
$2.54K -$17.4K -520 -0.9%
HWA
941
HHM Wealth Advisors
Tennessee
$2K -$121K -3,600 -98%
CAM
942
Costello Asset Management
Pennsylvania
$2K
SC
943
Solstein Capital
California
$2K
FGAM
944
Financial Gravity Asset Management
Texas
$1.13K -$168 -5 -3%
NMG
945
New Millennium Group
Utah
$1K -$34 -1 -5%
FHC
946
First Heartland Consultants
Missouri
$465 +$2.04K +61 +0.4%
PWP
947
Principle Wealth Partners
Connecticut
$430 -$49.3K -1,472 -10%
BSSFA
948
Baron Silver Stevens Financial Advisors
Florida
$115 +$406K +12,120 New
CPSAC
949
Chas P. Smith & Associates (CPS)
Florida
-$38.8M -1,178,765 Closed
CCWA
950
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$34M -1,034,254 Closed

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.