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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
IC
426
Inscription Capital
Texas
$1.27M
CF
427
Centaurus Financial
California
$1.27M -$705K -19,166 -35%
B
428
Bensler
Washington
$1.26M +$1.28M +34,705 New
KA
429
Kovack Advisors
Florida
$1.26M -$86.2K -2,344 -6%
KS
430
Karpas Strategies
Connecticut
$1.26M +$89.4K +2,431 +8%
M&T Bank
431
M&T Bank
New York
$1.25M -$384K -10,450 -23%
HW
432
Hedeker Wealth
Illinois
$1.24M -$86.5K -2,352 -6%
NAG
433
Northstar Advisory Group
New Jersey
$1.24M -$18.3K -499 -1%
SG
434
StoneX Group
New York
$1.24M -$143K -3,879 -10%
RZH
435
Relyea Zuckerberg Hanson
Connecticut
$1.24M +$354K +9,619 +38%
HSA
436
HBK Sorce Advisory
Pennsylvania
$1.23M -$1.17M -31,828 -48%
SCG
437
Sonata Capital Group
Washington
$1.23M -$307K -8,344 -20%
PWMAG
438
Pinnacle Wealth Management Advisory Group
New Jersey
$1.23M -$4.41K -120 -0.4%
MIA
439
MMBG Investment Advisors
Florida
$1.23M -$662K -18,000 -35%
AWM
440
Altium Wealth Management
New York
$1.23M -$372K -10,107 -23%
B
441
Bellecapital
Switzerland
$1.23M +$1.58K +43 +0.1%
BKA
442
Brick & Kyle Associates
Pennsylvania
$1.22M -$1.23M -33,429 -50%
RVPG
443
Relative Value Partners Group
$1.21M +$58.2K +1,584 +5%
CAAS
444
Capital Asset Advisory Services
Michigan
$1.21M -$1.12M -30,470 -48%
SAM
445
Sawgrass Asset Management
Florida
$1.2M +$1.21M +32,920 New
ECM
446
Evergreen Capital Management
Washington
$1.19M -$52M -1,413,633 -98%
SCA
447
STALEY CAPITAL ADVISERS
Pennsylvania
$1.19M +$62.5K +1,700 +5%
AWA
448
Aletheian Wealth Advisors
Washington
$1.19M +$304K +8,266 +34%
MWA
449
Monograph Wealth Advisors
California
$1.19M
PBF
450
Petix & Botte Financial
California
$1.19M +$578K +15,725 +93%

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.