We are live on ! Find out more
PFF icon

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
BFIC
1001
Bedell Frazier Investment Counselling
California
-$217K -6,608 Closed
CRC
1002
Curi RMB Capital
Illinois
-$210K -6,401 Closed
ACP
1003
Ashfield Capital Partners
California
-$207K -6,300 Closed
NFG
1004
Nations Financial Group
Iowa
-$205K -6,244 Closed
SWM
1005
Segment Wealth Management
Texas
-$205K -6,230 Closed
KWM
1006
Keebeck Wealth Management
Illinois
-$202K -6,141 Closed
DWM
1007
Denver Wealth Management
Colorado
-$202K -6,138 Closed
LWM
1008
Liberty Wealth Management
California
-$201K -6,138 Closed
JWCA
1009
J.W. Coons Advisors
Ohio
-$201K -6,125 Closed
BFA
1010
Beacon Financial Advisory
Ohio
-$201K -6,117 Closed
AIC
1011
Archer Investment Corporation
Indiana
-$197K -6,000 Closed
PSC
1012
Piper Sandler & Co
Minnesota
-$164K -5,000 Closed
FBC
1013
Fairfield, Bush & Co
Connecticut
-$137K -4,175 Closed
CCM
1014
Chilton Capital Management
Texas
-$124K -3,783 Closed
BW
1015
Bison Wealth
Georgia
-$110K -3,345 Closed
1IA
1016
1834 Investment Advisors
Wisconsin
-$105K -3,200 Closed
WOSD
1017
WFA of San Diego
California
-$102K -3,104 Closed
PFGIA
1018
Patriot Financial Group Insurance Agency
Massachusetts
-$77K -2,339 Closed
OSAM
1019
O'Shaughnessy Asset Management
Connecticut
-$73K -2,226 Closed
CI
1020
CX Institutional
Indiana
-$66K -2,020 Closed
RIM
1021
Rockbridge Investment Management
New York
-$59.3K -1,802 Closed
CWP
1022
Concord Wealth Partners
Virginia
-$53K -1,600 Closed
BSB
1023
Bangor Savings Bank
Maine
-$49K -1,500 Closed
CLOS
1024
Compagnie Lombard Odier SCmA
Switzerland
-$49K -1,500 Closed
AIA
1025
Armor Investment Advisors
North Carolina
-$47K -1,430 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.