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iShares Preferred and Income Securities ETF

990 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 460 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 4652 (+6)

0.28% less ownership

Funds ownership: 40.04%39.77% (-0.28%)

6% less funds holding

Funds holding: 1,048990 (-58)

15% less capital invested

Capital invested by funds: $7.11B → $6.04B (-$1.07B)

34% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 460

36% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 126

76% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $95.2M

Holders
990
Holders Change
-58
Holders Change %
-5.53%
% of All Funds
16.68%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
460
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1001
Financial Architects (New Jersey)
New Jersey
-$2.18M -59,798 Closed
BMA
1002
Brooks Moore & Associates
Tennessee
-$2.11M -58,016 Closed
CWM
1003
Centric Wealth Management
Illinois
-$1.9M -52,200 Closed
WCA
1004
Westover Capital Advisors
Delaware
-$1.61M -44,314 Closed
DWT
1005
Dorsey & Whitney Trust
South Dakota
-$1.49M -40,800 Closed
BFWA
1006
Benchmark Financial Wealth Advisors
Florida
-$1.48M -40,607 Closed
TWA
1007
TPB Wealth Advisors
Texas
-$1.46M -39,955 Closed
AFS
1008
Aft Forsyth & Sober
Florida
-$1.44M -39,450 Closed
NCG
1009
Newport Capital Group
New Jersey
-$1.35M -37,063 Closed
HW
1010
Hedeker Wealth
Illinois
-$1.24M -34,146 Closed
TCA
1011
Taconic Capital Advisors
New York
-$1.09M -30,000 Closed
5L
1012
55I LLC
Massachusetts
-$1.08M -29,628 Closed
OFA
1013
Oak Family Advisors
Illinois
-$997K -27,363 Closed
RCWM
1014
Royal Capital Wealth Management
Indiana
-$919K -25,239 Closed
Betterment LLC
1015
Betterment LLC
New York
-$887K -24,359 Closed
ACM
1016
AlphaStar Capital Management
North Carolina
-$824K -22,629 Closed
I2I
1017
Insight 2811 Inc
Illinois
-$821K -22,543 Closed
YIA
1018
YHB Investment Advisors
Connecticut
-$678K -18,626 Closed
LA
1019
Latitude Advisors
Florida
-$675K -18,543 Closed
ERWM
1020
Elk River Wealth Management
Colorado
-$574K -15,759 Closed
CC
1021
Cypress Capital
Tennessee
-$532K -14,620 Closed
SIG
1022
Spinnaker Investment Group
California
-$493K -13,569 Closed
OCM
1023
Orion Capital Management
California
-$492K -13,520 Closed
KBFS
1024
Kohmann Bosshard Financial Services
Ohio
-$483K -13,251 Closed
KM
1025
Kalos Management
Georgia
-$472K -12,968 Closed

PFF Hedge Fund Activity: Q2 2022 in Review

990 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2022, worth a combined $6.04B — down 15% from $7.11B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PFF and 81 opened new positions — a net loss of 45 holders — while 460 trimmed existing stakes and 302 added.

The largest buyer was Eaton Vance Management, adding an estimated $50.1M. The largest seller was Bank of America, cutting an estimated $87M.

  • 990 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2022, down from 1,048 in Q1 2022.
  • Funds reported $6.04B of iShares Preferred and Income Securities ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 81 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2022 and 126 closed out, a net change of -45 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2022 was Eaton Vance Management, an estimated $50.1M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2022 was Bank of America, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2022.