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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
ACIM
176
Azimuth Capital Investment Management
Michigan
$4.13M +$4.25M +125,695 New
VAS
177
Vestmark Advisory Solutions
Massachusetts
$4.12M +$4.24M +125,189 New
RWG
178
Ratio Wealth Group
Colorado
$4M -$2.06M -60,881 -33%
LAM
179
LifePro Asset Management
California
$3.99M +$1.82M +53,823 +80%
GTAM
180
Global Trust Asset Management
Florida
$3.98M -$2.9M -85,588 -41%
BBL
181
Beck Bode LLC
Massachusetts
$3.96M +$4.08M +120,475 New
SC
182
SouthState Corp
Florida
$3.95M -$317K -9,370 -7%
PFS
183
Prospera Financial Services
Texas
$3.87M -$1.49M -44,094 -27%
MIAN
184
Mariner Independent Advisor Network
Kansas
$3.87M +$365K +10,775 +10%
PC
185
Prairiewood Capital
North Dakota
$3.76M +$3.87M +114,474 New
PCM
186
Palouse Capital Management
Washington
$3.74M +$143K +4,225 +4%
DI
187
Disciplined Investments
Oklahoma
$3.71M -$35.1K -1,037 -0.9%
NB
188
Northwest Bancshares
Pennsylvania
$3.69M -$140K -4,143 -4%
PWP
189
Private Wealth Partners
California
$3.69M +$28.4K +840 +0.8%
BMM
190
Berkshire Money Management
Massachusetts
$3.69M +$3.79M +112,095 New
ST
191
Sageworth Trust
Pennsylvania
$3.64M
IAS
192
IMA Advisory Services
Colorado
$3.61M -$23.7K -699 -0.6%
OAM
193
Occidental Asset Management
California
$3.6M +$2.8M +82,864 +311%
IA
194
IFP Advisors
Florida
$3.59M
RBFC
195
Roman Butler Fullerton & Co
Missouri
$3.55M -$95.7K -2,828 -3%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$3.55M -$501K -14,803 -12%
MPCG
197
Matrix Private Capital Group
New York
$3.54M -$64.5K -1,905 -2%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$3.53M -$10.2K -300 -0.3%
OC
199
Oppenheimer & Co
New York
$3.52M -$2.89M -85,356 -44%
SSW
200
Smith Shellnut Wilson
Mississippi
$3.44M -$66.1K -1,953 -2%

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.