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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
ClearBridge Investments
151
ClearBridge Investments
New York
$5.12M -$67.7K -2,000 -1%
GWAM
152
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.11M -$205K -6,043 -4%
NA
153
NewEdge Advisors
Louisiana
$5.09M -$722K -21,343 -12%
AC
154
Anson Capital
Georgia
$5.05M +$619K +18,301 +14%
HH
155
Hilltop Holdings
Texas
$5.04M -$1.01M -29,745 -16%
PWPCM
156
Perella Weinberg Partners Capital Management
New York
$4.95M
PI
157
PineBridge Investments
New York
$4.93M +$1.69M +50,000 +50%
FPS
158
Fieldpoint Private Securities
Connecticut
$4.86M -$238K -7,045 -5%
RA
159
RFG Advisory
Alabama
$4.84M +$475K +14,035 +11%
SWA
160
Sax Wealth Advisors
New Jersey
$4.82M -$570K -16,852 -10%
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$4.76M -$62.6K -1,850 -1%
GG
162
Golden Green
South Carolina
$4.7M -$151K -4,455 -3%
Franklin Resources
163
Franklin Resources
California
$4.7M +$72.6K +2,144 +2%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$4.53M +$869K +25,677 +23%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$4.48M -$3.15M -92,954 -41%
SDAM
166
Shulman DeMeo Asset Management
New York
$4.41M -$30.2K -892 -0.7%
BRWA
167
B. Riley Wealth Advisors
Florida
$4.38M -$1.89M -55,850 -30%
FTS
168
Fifth Third Securities
Ohio
$4.35M +$4.48M +132,243 New
SWP
169
Stratos Wealth Partners
Ohio
$4.29M -$183K -5,412 -4%
MCM
170
McRae Capital Management
New Jersey
$4.28M -$423K -12,509 -9%
ASFA
171
All Season Financial Advisors
Colorado
$4.28M +$1.53M +45,322 +53%
SIAP
172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.25M +$3.15K +93 +0.1%
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
$4.15M +$948 +28 +0%
Cerity Partners
174
Cerity Partners
New York
$4.14M +$355K +10,485 +9%
SPIA
175
Steward Partners Investment Advisory
New York
$4.13M -$225K -6,654 -5%

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.