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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
PIA
201
Powell Investment Advisors
Florida
$3.44M -$716K -21,159 -17%
SFG
202
Summit Financial Group
West Virginia
$3.44M +$3.54M +104,486 New
SHFA
203
SS&H Financial Advisors
Michigan
$3.4M -$643K -19,000 -16%
WS
204
Wedbush Securities
California
$3.37M -$407K -12,016 -10%
BCM
205
Brookstone Capital Management
Illinois
$3.35M -$2.62M -77,549 -43%
DJSG
206
D.J. St. Germain
Massachusetts
$3.33M +$74.6K +2,204 +2%
IWA
207
IBEX Wealth Advisors
New Jersey
$3.28M -$64.9K -1,918 -2%
SPC
208
Sigma Planning Corp
Michigan
$3.26M -$344K -10,168 -9%
SFG
209
StrategIQ Financial Group
Indiana
$3.24M +$292K +8,640 +10%
OIA
210
OneDigital Investment Advisors
Kansas
$3.21M -$491K -14,495 -13%
FFA
211
Fragasso Financial Advisors
Pennsylvania
$3.19M +$3.29M +97,106 New
PWW
212
Pettyjohn Wood & White
Virginia
$3.17M -$147K -4,353 -4%
GAM
213
Grandview Asset Management
Pennsylvania
$3.12M -$338K -9,987 -10%
NSB
214
Norway Savings Bank
Maine
$3.11M -$44K -1,301 -1%
LFASL
215
Lugano Financial Advisors SA (LFA)
Switzerland
$3.1M +$419K +12,395 +15%
PAG
216
Private Advisory Group
Washington
$3.06M -$120K -3,547 -4%
UCFA
217
United Capital Financial Advisors
Texas
$3.05M -$115K -3,400 -4%
AFG
218
Albion Financial Group
Utah
$3.03M -$290K -8,581 -9%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.02M -$30.2K -893 -1%
DE
220
Day & Ennis
Georgia
$3.02M -$1.64M -48,590 -35%
Mirae Asset Global Investments
221
Mirae Asset Global Investments
South Korea
$3.02M +$16.2K +480 +0.5%
DBIA
222
Dumont & Blake Investment Advisors
New Jersey
$3M +$116K +3,428 +4%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$2.96M -$4.47K -132 -0.1%
CA
224
Corrado Advisors
New Jersey
$2.96M -$117K -3,444 -4%
MA
225
Mutual Advisors
Nebraska
$2.91M -$684K -20,211 -19%

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.