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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
SWA
151
Sax Wealth Advisors
New Jersey
$4.07M -$606K -18,073 -12%
APA
152
American Portfolios Advisors
New York
$4.06M -$1.04M -31,112 -20%
VAS
153
Vestmark Advisory Solutions
Massachusetts
$4.02M +$56.9K +1,698 +1%
KFGK
154
Keystone Financial Group (Kentucky)
Kentucky
$3.97M -$31.5K -941 -0.7%
SIAP
155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.97M -$137K -4,100 -3%
V
156
Veritable
Delaware
$3.95M +$3.26M +97,355 +357%
HWM
157
Howard Wealth Management
Connecticut
$3.93M +$1.81M +53,983 +77%
MCM
158
McRae Capital Management
New Jersey
$3.88M -$251K -7,475 -6%
BRWA
159
B. Riley Wealth Advisors
Florida
$3.88M -$365K -10,898 -8%
MIAN
160
Mariner Independent Advisor Network
Kansas
$3.84M +$151K +4,500 +4%
ACIM
161
Azimuth Capital Investment Management
Michigan
$3.83M -$158K -4,700 -4%
BBL
162
Beck Bode LLC
Massachusetts
$3.83M +$11.9K +356 +0.3%
SC
163
SouthState Corp
Florida
$3.76M -$50.6K -1,511 -1%
IWA
164
IBEX Wealth Advisors
New Jersey
$3.75M +$630K +18,781 +19%
OC
165
Oppenheimer & Co
New York
$3.73M +$365K +10,894 +10%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$3.68M +$280K +8,342 +8%
IA
167
IFP Advisors
Florida
$3.64M +$44.1K +1,316 +1%
AC
168
Anson Capital
Georgia
$3.64M -$1.3M -38,719 -25%
GW
169
GW & Wade
Massachusetts
$3.63M +$1.36M +40,703 +55%
PWP
170
Private Wealth Partners
California
$3.56M
M&T Bank
171
M&T Bank
New York
$3.55M -$77.9K -2,325 -2%
PCM
172
Palouse Capital Management
Washington
$3.55M -$59.3K -1,770 -2%
OAM
173
Occidental Asset Management
California
$3.52M +$59.5K +1,775 +2%
ST
174
Sageworth Trust
Pennsylvania
$3.51M
NW
175
NewEdge Wealth
Pennsylvania
$3.5M -$2.38M -70,939 -39%

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.