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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
BSA
451
Bull Street Advisors
Georgia
$1.17M
FNB
452
Farmers National Bank
Kentucky
$1.16M -$108K -2,938 -8%
MC
453
Moors & Cabot
Massachusetts
$1.16M -$115K -3,119 -9%
FMC
454
First Merchants Corp
Indiana
$1.16M -$11.8K -321 -1%
UL
455
Unionview LLC
Washington
$1.16M +$1.17M +31,916 New
TYCC
456
Texas Yale Capital Corp
Florida
$1.16M +$203K +5,522 +21%
IRC
457
Investors Research Corp
Georgia
$1.12M +$473K +12,863 +72%
SWM
458
SeaCrest Wealth Management
New York
$1.12M +$221 +6 +0%
RIA
459
Richwood Investment Advisors
Ohio
$1.12M -$41.6K -1,132 -4%
CA
460
Calton & Associates
Florida
$1.11M -$276K -7,501 -20%
HWA
461
Heritage Wealth Advisors
Virginia
$1.11M -$99.3K -2,700 -8%
JG
462
Jefferies Group
New York
$1.11M +$1.54K +42 +0.1%
RRWA
463
Rainey & Randall Wealth Advisors
Florida
$1.11M +$3.27K +89 +0.3%
VAM
464
Verity Asset Management
North Carolina
$1.1M +$55.4K +1,506 +5%
IF
465
Ironwood Financial
Arizona
$1.1M -$37.4K -1,018 -3%
PA
466
Parallel Advisors
California
$1.1M
NSIM
467
North Star Investment Management
Illinois
$1.1M -$771K -20,959 -41%
ST
468
Somerset Trust
Pennsylvania
$1.1M +$24.5K +665 +2%
TCA
469
Taconic Capital Advisors
New York
$1.09M
SLA
470
Silver Lake Advisory
Utah
$1.09M -$11.6K -316 -1%
DWMG
471
DB Wealth Management Group
California
$1.09M -$3.82K -104 -0.3%
CAM
472
Carret Asset Management
New York
$1.08M +$127K +3,453 +13%
SWP
473
Summit Wealth Partners
Florida
$1.08M -$497K -13,510 -31%
5L
474
55I LLC
Massachusetts
$1.08M -$371K -10,080 -25%
PGAM
475
Princeton Global Asset Management
New Jersey
$1.07M -$48.3K -1,313 -4%

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.