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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
TWA
401
TPB Wealth Advisors
Texas
$1.46M +$47.1K +1,281 +3%
MCM
402
MV Capital Management
Maryland
$1.45M +$893K +24,291 +156%
BEI
403
Benjamin Edwards Inc
Missouri
$1.45M -$1M -27,284 -41%
AFS
404
Aft Forsyth & Sober
Florida
$1.44M -$6.62M -180,000 -82%
PPP
405
Private Portfolio Partners
New Jersey
$1.43M -$15.7K -427 -1%
FIM
406
Freedom Investment Management
Connecticut
$1.42M +$20.1K +547 +1%
First Manhattan
407
First Manhattan
New York
$1.42M
AAS
408
Ameritas Advisory Services
Nebraska
$1.42M +$159K +4,322 +13%
Bank of Nova Scotia
409
Bank of Nova Scotia
Ontario, Canada
$1.41M -$4.83M -131,300 -77%
PFT
410
Providence First Trust
Arizona
$1.41M
BRWM
411
B. Riley Wealth Management
Tennessee
$1.4M -$218K -5,916 -13%
DJYG
412
David J. Yvars Group
Florida
$1.37M -$276K -7,497 -17%
FNC
413
First National Corp
Massachusetts
$1.37M -$590K -16,058 -30%
IIM
414
Ipswich Investment Management
Massachusetts
$1.35M -$191K -5,200 -12%
NCG
415
Newport Capital Group
New Jersey
$1.35M
CCA
416
Clearwater Capital Advisors
Illinois
$1.34M -$24.4K -664 -2%
EAMA
417
EFG Asset Management (Americas)
Florida
$1.31M +$273K +7,422 +26%
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31M
RWM
419
Ritholtz Wealth Management
New York
$1.31M +$266K +7,240 +25%
SA
420
Shilanski & Associates
Alaska
$1.31M -$226K -6,140 -15%
DC
421
Davenport & Co
Virginia
$1.29M +$37.3K +1,014 +3%
MGI
422
MayTech Global Investments
New York
$1.28M
CCP
423
Corient Capital Partners
California
$1.28M
WA
424
Wealthstar Advisors
Texas
$1.28M -$86.6K -2,354 -6%
TWA
425
TCI Wealth Advisors
Arizona
$1.28M +$12.1K +330 +1%

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.