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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
CG
251
Colony Group
Massachusetts
$3.02M -$820K -22,300 -21%
BWA
252
BDO Wealth Advisors
Florida
$3.02M -$2.62M -71,127 -46%
AIA
253
Acute Investment Advisory
Arizona
$3.01M +$3.04M +82,593 New
PSUF
254
People's United Financial
Connecticut
$3M -$51.9K -1,412 -2%
LFASL
255
Lugano Financial Advisors SA (LFA)
Switzerland
$2.98M -$202K -5,501 -6%
CB
256
Community Bank
New York
$2.95M +$37.7K +1,025 +1%
MC
257
Mathes Company
New York
$2.93M +$73.5K +2,000 +3%
FA
258
Fagan Associates
New York
$2.93M -$49.2K -1,338 -2%
HIP
259
HUB Investment Partners
Texas
$2.87M -$80.5K -2,190 -3%
SIC
260
Salem Investment Counselors
North Carolina
$2.85M +$197K +5,354 +7%
NB
261
NBT Bank
New York
$2.82M -$34K -925 -1%
FWM
262
Finer Wealth Management
Massachusetts
$2.8M +$647K +17,595 +30%
CT
263
Coastline Trust
Rhode Island
$2.79M -$120K -3,265 -4%
MAWAG
264
Mid-American Wealth Advisory Group
Missouri
$2.78M -$468K -12,739 -14%
PIMG
265
Patriot Investment Management Group
Tennessee
$2.76M +$77.9K +2,119 +3%
DWM
266
Destination Wealth Management
California
$2.75M -$30.2K -820 -1%
DCM
267
Donaldson Capital Management
Indiana
$2.74M -$65.9K -1,793 -2%
GW
268
GW & Wade
Massachusetts
$2.72M -$48.8K -1,328 -2%
AWM
269
Apollon Wealth Management
South Carolina
$2.71M -$149K -4,056 -5%
TCM
270
Telos Capital Management
California
$2.69M -$83.7K -2,275 -3%
GWM
271
GSB Wealth Management
Connecticut
$2.69M +$60.2K +1,637 +2%
Cohen & Steers
272
Cohen & Steers
New York
$2.69M -$1M -27,255 -27%
TA
273
TFG Advisers
Michigan
$2.68M +$129K +3,500 +5%
FNT
274
First National Trust
Pennsylvania
$2.67M -$3.19M -86,642 -54%
BB
275
Busey Bank
Illinois
$2.62M -$571K -15,523 -18%

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.