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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
FSC
101
Full Sail Capital
Oklahoma
$7.47M -$670K -19,996 -8%
CCA
102
Checchi Capital Advisers
California
$7.44M +$7.22M +215,455 +1,100%
PAS
103
Park Avenue Securities
New York
$7.44M +$245K +7,299 +3%
MWA
104
Moser Wealth Advisors
Washington
$7.34M -$87.9K -2,623 -1%
GFG
105
Greystone Financial Group
Michigan
$7.21M +$461K +13,742 +6%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$7.21M -$149K -4,433 -2%
NCM
107
Northside Capital Management
Oregon
$7.19M -$41.9K -1,250 -0.5%
GCA
108
Greenwood Capital Associates
South Carolina
$7.14M +$44.6K +1,332 +0.6%
LCM
109
Liberty Capital Management
Michigan
$7.09M -$93.2K -2,779 -1%
FAP
110
Financial Advisory Partners
Florida
$6.93M +$116K +3,466 +2%
K
111
Kemper
Illinois
$6.86M
AWM
112
AE Wealth Management
Kansas
$6.57M -$76.6K -2,284 -1%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$6.54M
ASN
114
Advisory Services Network
Georgia
$6.5M -$292K -8,708 -4%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$6.5M -$1.1M -32,944 -14%
DWM
116
Dakota Wealth Management
Florida
$6.34M +$38.7K +1,154 +0.6%
AAM
117
Autus Asset Management
Arizona
$6.25M +$27.9K +832 +0.4%
CAM
118
Congress Asset Management
Massachusetts
$6.17M -$230K -6,869 -3%
GWM
119
Geneos Wealth Management
Colorado
$6.1M -$685K -20,444 -10%
USCWA
120
U.S. Capital Wealth Advisors
Texas
$6.05M -$212K -6,328 -3%
WDA
121
Wendell David Associates
New Hampshire
$6.02M -$1.14M -33,998 -15%
HFRG
122
Houlihan Financial Resource Group
Virginia
$5.93M +$6.31M +188,290 New
AWM
123
Angeles Wealth Management
California
$5.87M +$144K +4,294 +2%
CWS
124
Cypress Wealth Services
California
$5.81M -$42.7K -1,274 -0.7%
FW
125
FirstPurpose Wealth
Utah
$5.79M -$490K -14,618 -7%

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.