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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
KFI
376
Key Financial Inc
Pennsylvania
$1.6M -$120K -3,275 -7%
CAAM
377
Cornerstone Advisors Asset Management
Pennsylvania
$1.59M +$306K +8,323 +24%
AF
378
Allworth Financial
California
$1.58M -$43.1K -1,172 -3%
WSFS
379
Wilmington Savings Fund Society
Delaware
$1.57M -$55.2K -1,500 -3%
CL
380
CPWM LLC
Washington
$1.56M +$7.68K +209 +0.5%
TAM
381
Tocqueville Asset Management
New York
$1.56M
KWMG
382
King Wealth Management Group
Florida
$1.56M +$226K +6,143 +17%
AI
383
Atria Investments
North Carolina
$1.55M +$242K +6,587 +18%
RJT
384
Raymond James Trust
Florida
$1.54M +$298K +8,097 +24%
BOTW
385
Bank of the West
California
$1.54M -$27.5K -748 -2%
LIA
386
LBMC Investment Advisors
Tennessee
$1.54M -$16.3K -444 -1%
HFA
387
High Falls Advisors
New York
$1.53M -$223K -6,063 -13%
BP
388
Ballentine Partners
Massachusetts
$1.53M +$9.63K +262 +0.6%
GKWIM
389
Gerber Kawasaki Wealth & Investment Management
California
$1.51M -$459K -12,470 -23%
TCM
390
Traynor Capital Management
Pennsylvania
$1.51M -$834K -22,688 -35%
CWM
391
ClientFirst Wealth Management
Arkansas
$1.51M -$7.35K -200 -0.5%
SRC
392
Shufro Rose & Co
New York
$1.5M +$566K +15,400 +60%
HTC
393
Haverford Trust Company
Pennsylvania
$1.49M +$31.1K +845 +2%
DWT
394
Dorsey & Whitney Trust
South Dakota
$1.49M -$2.13K -58 -0.1%
VC
395
Vicus Capital
Pennsylvania
$1.49M +$1.19M +32,453 +390%
EDRH
396
Edmond de Rothschild Holding
Switzerland
$1.48M +$276K +7,507 +23%
BFWA
397
Benchmark Financial Wealth Advisors
Florida
$1.48M +$132K +3,599 +10%
1832 Asset Management
398
1832 Asset Management
Ontario, Canada
$1.47M -$28.5K -776 -2%
EFS
399
Essex Financial Services
Connecticut
$1.47M -$273K -7,432 -16%
WAM
400
Wakefield Asset Management
Colorado
$1.46M +$1.48M +40,161 New

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.