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
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$5.76M -$2.24M -66,724 -27%
QIM
127
Quest Investment Management
Oregon
$5.71M
TB
128
Treynor Bancshares
Iowa
$5.58M +$274K +8,160 +5%
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$5.46M +$88.2K +2,631 +2%
BFC
130
Blue Fin Capital
Rhode Island
$5.35M +$9.22K +275 +0.2%
FIB
131
First Interstate Bank
Montana
$5.28M -$12.4M -368,846 -69%
JGIA
132
Jackson Grant Investment Advisers
Connecticut
$5.15M +$61.1K +1,823 +1%
PA
133
Perennial Advisors
New York
$4.99M -$539K -16,083 -9%
ONB
134
Old National Bancorp
Indiana
$4.98M +$5.27M +157,277 New
ClearBridge Investments
135
ClearBridge Investments
New York
$4.9M -$29K -866 -0.6%
DADC
136
D.A. Davidson & Co
Montana
$4.86M -$17.6K -524 -0.3%
ISWM
137
Independent Solutions Wealth Management
New York
$4.83M -$143K -4,279 -3%
CF
138
Clarity Financial
Texas
$4.82M +$5.1M +152,130 New
AWS
139
Arkfeld Wealth Strategies
Nebraska
$4.79M -$115K -3,444 -2%
CFO
140
Collective Family Office
Pennsylvania
$4.69M -$260K -7,751 -5%
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$4.63M +$55.3K +1,650 +1%
SCI
142
Stableford Capital II
Arizona
$4.53M -$163K -4,856 -3%
NA
143
NewEdge Advisors
Louisiana
$4.51M -$413K -12,333 -8%
Franklin Resources
144
Franklin Resources
California
$4.45M -$77.9K -2,323 -2%
GWAM
145
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.39M -$557K -16,614 -11%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4.27M -$107K -3,184 -2%
SDAM
147
Shulman DeMeo Asset Management
New York
$4.23M -$17.3K -516 -0.4%
GTAM
148
Global Trust Asset Management
Florida
$4.19M +$385K +11,472 +9%
SPIA
149
Steward Partners Investment Advisory
New York
$4.17M +$202K +6,028 +5%
FTS
150
Fifth Third Securities
Ohio
$4.14M -$52.9K -1,578 -1%

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.