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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
BHWA
276
Beacon Harbor Wealth Advisors
Virginia
$2.62M -$49.3K -1,340 -2%
NL
277
NVWM LLC
Pennsylvania
$2.62M -$211K -5,733 -7%
JPLA
278
Joseph P. Lucia & Associates
New York
$2.61M -$12.5K -339 -0.5%
CFGF
279
Compass Financial Group (Florida)
Florida
$2.58M -$5.59K -152 -0.2%
Asset Management One
280
Asset Management One
Japan
$2.56M -$196K -5,332 -7%
CW
281
CreativeOne Wealth
Kansas
$2.56M -$278K -7,548 -10%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$2.54M -$253K -6,872 -9%
MCM
283
Manchester Capital Management
Vermont
$2.54M +$721K +19,606 +39%
KIA
284
KCM Investment Advisors
California
$2.51M -$139K -3,769 -5%
LNC
285
Lincoln National Corp
Pennsylvania
$2.5M -$239K -6,501 -9%
TA
286
TrueWealth Advisors
Alabama
$2.49M
MOS
287
MGO One Seven
Ohio
$2.48M +$93.8K +2,550 +4%
LAM
288
LifePro Asset Management
California
$2.46M +$842K +22,905 +51%
WB
289
WesBanco Bank
West Virginia
$2.44M +$32.9K +894 +1%
OA
290
Operose Advisors
Wisconsin
$2.42M -$419K -11,387 -15%
CGH
291
CMG Global Holdings
Texas
$2.39M +$6.25K +170 +0.3%
CHC
292
City Holding Co
West Virginia
$2.38M -$14.7K -400 -0.6%
PTCG
293
Pring Turner Capital Group
California
$2.36M -$20.1K -548 -0.8%
MFG
294
MidWestOne Financial Group
Iowa
$2.36M +$265K +7,213 +13%
TC
295
Titleist Capital
Texas
$2.36M +$457K +12,427 +24%
CSB
296
City State Bank
Iowa
$2.35M -$115K -3,125 -5%
CNFG
297
Creegan & Nassoura Financial Group
New Hampshire
$2.35M -$4.6K -125 -0.2%
FWA
298
FOCUS Wealth Advisors
Texas
$2.34M -$35K -952 -1%
CST
299
Charles Schwab Trust
Nevada
$2.34M -$1.1M -29,792 -32%
RIA
300
Realta Investment Advisors
Delaware
$2.31M -$129K -3,498 -5%

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.