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iShares Preferred and Income Securities ETF

1,048 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 367 increasing their positions, 428 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.33% less ownership

Funds ownership: 42.37%40.04% (-2.3%)

5% less funds holding

Funds holding: 1,1021,048 (-54)

14% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 428

19% less capital invested

Capital invested by funds: $8.75B → $7.11B (-$1.64B)

28% less funds holding in top 10

Funds holding in top 10: 6446 (-18)

29% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 135

86% less call options, than puts

Call options by funds: $20.8M | Put options by funds: $153M

Holders
1,048
Holders Change
-54
Holders Change %
-4.9%
% of All Funds
16.53%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
367
Reduced
428
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisory Group
Washington
$3.52M +$421K +11,447 +13%
HFG
227
Heron Financial Group
New York
$3.51M -$266K -7,238 -7%
UCFA
228
United Capital Financial Advisors
Texas
$3.51M -$80.2K -2,181 -2%
NSB
229
Norway Savings Bank
Maine
$3.49M +$156K +4,234 +5%
JWBC
230
J.W. Burns & Co
New York
$3.45M -$155K -4,220 -4%
BWA
231
Blodgett Wealth Advisors
California
$3.44M -$277K -7,537 -7%
Prudential Financial
232
Prudential Financial
New Jersey
$3.42M +$1.83M +49,768 +113%
WWM
233
Western Wealth Management
Colorado
$3.41M +$1.47M +39,934 +74%
CA
234
Corrado Advisors
New Jersey
$3.4M -$528K -14,355 -13%
SFI
235
SPC Financial Inc
Maryland
$3.39M +$48.2K +1,310 +1%
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.38M -$17.8K -484 -0.5%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$3.32M +$1.37M +37,143 +69%
HWA
238
HCR Wealth Advisors
California
$3.3M -$73.4K -1,995 -2%
SVWAG
239
Sound View Wealth Advisors Group
Georgia
$3.28M -$199K -5,400 -6%
SFG
240
StrategIQ Financial Group
Indiana
$3.27M +$299K +8,145 +10%
FWP
241
FAS Wealth Partners
Kansas
$3.23M -$147K -4,002 -4%
FAIM
242
Financial Advocates Investment Management
Washington
$3.23M +$2.33M +63,342 +249%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$3.23M -$1.63M -44,315 -33%
DBIA
244
Dumont & Blake Investment Advisors
New Jersey
$3.2M +$22.8K +619 +0.7%
MCC
245
Money Concepts Capital
Florida
$3.15M +$1.83M +49,733 +135%
Wolverine Trading
246
Wolverine Trading
Illinois
$3.14M +$1.96M +53,249 +161%
MM
247
Main Management
California
$3.12M -$5.16M -140,294 -62%
SC
248
Sierra Capital
Florida
$3.1M +$7.17K +195 +0.2%
ASFA
249
All Season Financial Advisors
Colorado
$3.08M +$559K +15,207 +22%
EH
250
Equitable Holdings
New York
$3.03M -$800K -21,756 -21%

PFF Hedge Fund Activity: Q1 2022 in Review

1,048 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2022, worth a combined $7.11B — down 19% from $8.75B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of PFF and 96 opened new positions — a net loss of 39 holders — while 428 trimmed existing stakes and 367 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $17.3M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 1,048 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2022, down from 1,102 in Q4 2021.
  • Funds reported $7.11B of iShares Preferred and Income Securities ETF stock for Q1 2022, down 19% quarter-over-quarter.
  • 96 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2022 and 135 closed out, a net change of -39 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $17.3M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2022 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.