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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
Cerity Partners
76
Cerity Partners
New York
$10.8M +$7.22M +215,398 +171%
ANTB
77
AMG National Trust Bank
Colorado
$10.7M +$655K +19,532 +6%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$10.7M -$728K -21,717 -6%
MMA
79
Miracle Mile Advisors
California
$10.6M -$4.45M -132,619 -28%
JIP
80
Jaffetilchin Investment Partners
Florida
$10.2M +$533K +15,902 +5%
SFG
81
Sowa Financial Group
Rhode Island
$9.76M -$21.6K -645 -0.2%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$9.53M -$1.3M -38,822 -12%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$9.52M -$918K -27,383 -8%
AAS
84
Avantax Advisory Services
Texas
$9.3M -$687K -20,494 -7%
TPW
85
Tiller Private Wealth
Pennsylvania
$9.22M +$40.2K +1,200 +0.4%
FWP
86
Falcon Wealth Planning
California
$8.83M +$411K +12,273 +5%
CS
87
Credit Suisse
Switzerland
$8.74M +$513K +15,300 +6%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$8.7M -$3.95M -117,762 -30%
AllianceBernstein
89
AllianceBernstein
Tennessee
$8.59M +$292K +8,703 +3%
PFA
90
Pure Financial Advisors
California
$8.2M +$740K +22,065 +9%
SFP
91
Shepherd Financial Partners
Massachusetts
$8.03M -$4.59M -136,838 -35%
CCG
92
Chatham Capital Group
Georgia
$8.03M -$395K -11,795 -4%
CCMG
93
Clark Capital Management Group
Pennsylvania
$8.02M +$8.48M +253,087 New
OSNBOA
94
Old Second National Bank of Aurora
Illinois
$7.94M -$149K -4,453 -2%
HCM
95
HMS Capital Management
Tennessee
$7.75M -$278K -8,303 -3%
HNB
96
Huntington National Bank
Ohio
$7.66M
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$7.61M +$3.49M +104,035 +76%
GL
98
Graypoint LLC
New York
$7.59M +$443K +13,225 +6%
PAG
99
Private Advisor Group
New Jersey
$7.56M -$9.49M -282,976 -54%
CW
100
Connectus Wealth
Ohio
$7.55M +$6.61M +197,059 +480%

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.