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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
MSWM
951
Mader & Shannon Wealth Management
Missouri
-$19M -578,013 Closed
QFA
952
Quattro Financial Advisors
Texas
-$12M -365,759 Closed
HIM
953
Hanlon Investment Management
New Jersey
-$9.96M -299,121 Closed
AIA
954
Acute Investment Advisory
Arizona
-$5.12M -155,806 Closed
PWPCM
955
Perella Weinberg Partners Capital Management
New York
-$4.95M -150,645 Closed
PI
956
PineBridge Investments
New York
-$4.93M -150,000 Closed
ASFA
957
All Season Financial Advisors
Colorado
-$4.28M -130,040 Closed
BMM
958
Berkshire Money Management
Massachusetts
-$3.69M -112,095 Closed
FFA
959
Fragasso Financial Advisors
Pennsylvania
-$3.19M -97,106 Closed
SCP
960
Shorepoint Capital Partners
Massachusetts
-$2.18M -66,200 Closed
PCM
961
Palisade Capital Management
New Jersey
-$1.76M -53,500 Closed
AIM
962
AHL Investment Management
Florida
-$1.66M -50,561 Closed
SA
963
Shilanski & Associates
Alaska
-$1.25M -38,115 Closed
MGI
964
MayTech Global Investments
New York
-$1.16M -35,235 Closed
CCM
965
Crabel Capital Management
California
-$1.02M -30,930 Closed
Barclays
966
Barclays
United Kingdom
-$999K -30,385 Closed
WI
967
WrapManager Inc
California
-$928K -28,233 Closed
CCP
968
Corient Capital Partners
California
-$919K -27,939 Closed
SCM
969
Stonehearth Capital Management
Massachusetts
-$810K -24,311 Closed
HG
970
Herbst Group
Connecticut
-$776K -23,510 Closed
LSA
971
Lion Street Advisors
Texas
-$750K -19,022 Closed
Qube Research & Technologies (QRT)
972
Qube Research & Technologies (QRT)
United Kingdom
-$619K -18,819 Closed
WPC
973
Waters Parkerson & Co
Louisiana
-$551K -16,748 Closed
ACM
974
Ascendant Capital Management
California
-$526K -16,000 Closed
F4L
975
Fortune 45 LLC
Louisiana
-$516K -15,703 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.