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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
WS
201
Wedbush Securities
California
$3M -$262K -7,814 -8%
Prudential Financial
202
Prudential Financial
New Jersey
$2.97M +$276K +8,239 +10%
SFI
203
SPC Financial Inc
Maryland
$2.95M +$318K +9,500 +11%
SIC
204
Salem Investment Counselors
North Carolina
$2.95M +$573K +17,108 +23%
CFP
205
Curran Financial Partners
South Carolina
$2.95M +$416K +12,425 +15%
DBIA
206
Dumont & Blake Investment Advisors
New Jersey
$2.94M +$55.1K +1,645 +2%
SPC
207
Sigma Planning Corp
Michigan
$2.94M -$213K -6,368 -6%
WAM
208
Wakefield Asset Management
Colorado
$2.87M +$299K +8,911 +11%
AFG
209
Albion Financial Group
Utah
$2.86M -$63.1K -1,883 -2%
GAM
210
Grandview Asset Management
Pennsylvania
$2.84M -$180K -5,364 -6%
SVWAG
211
Sound View Wealth Advisors Group
Georgia
$2.8M -$53.1K -1,585 -2%
HFG
212
Heron Financial Group
New York
$2.77M
NL
213
NVWM LLC
Pennsylvania
$2.76M +$385K +11,497 +15%
UCFA
214
United Capital Financial Advisors
Texas
$2.75M -$207K -6,172 -7%
SHFA
215
SS&H Financial Advisors
Michigan
$2.73M -$577K -17,200 -17%
OA
216
Operose Advisors
Wisconsin
$2.73M +$683K +20,380 +31%
TCM
217
Telos Capital Management
California
$2.71M +$231K +6,899 +9%
HWA
218
HCR Wealth Advisors
California
$2.7M -$2.11K -63 -0.1%
MM
219
Main Management
California
$2.69M -$22.6K -675 -0.8%
DE
220
Day & Ennis
Georgia
$2.66M -$266K -7,942 -9%
BAM
221
Belpointe Asset Management
Nevada
$2.65M +$946K +28,210 +51%
CW
222
CreativeOne Wealth
Kansas
$2.63M +$350K +10,454 +14%
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63M -$303K -9,043 -10%
GC
224
Guggenheim Capital
Illinois
$2.62M -$10.1M -301,511 -78%
Comerica Bank
225
Comerica Bank
Texas
$2.56M +$126K +3,751 +5%

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.