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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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$47.3M +$17.3M +470,895 +57%
SI
27
Stephens Inc
Arkansas
$47.1M +$7.98M +217,105 +20%
DCC
28
Dow Chemical Company
Michigan
$46.6M -$5.83M -158,500 -11%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$46M +$1.03M +28,000 +2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$44.3M -$1.61M -43,664 -3%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$42.7M +$4.15M +112,811 +11%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$41.3M
WF
33
Welch & Forbes
Massachusetts
$39.8M -$1.07M -29,143 -3%
CI
34
Conning Inc
Connecticut
$36.8M +$8.46M +230,000 +29%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$32.8M -$23.5M -639,597 -41%
EVM
36
Eaton Vance Management
Massachusetts
$30.9M -$2.25M -61,137 -7%
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$30.1M +$2.08M +56,445 +7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$29M +$463K +12,581 +2%
RJA
39
Raymond James & Associates
Florida
$28.8M -$6.83M -185,788 -19%
CWM
40
Congress Wealth Management
Massachusetts
$28.6M -$1.07M -29,070 -4%
IWS
41
Insight Wealth Strategies
California
$27.1M +$4.87M +132,529 +22%
SIM
42
Sadoff Investment Management
Wisconsin
$25.8M +$161K +4,375 +0.6%
SF
43
Synovus Financial
Georgia
$25.7M -$589K -16,014 -2%
Stifel Financial
44
Stifel Financial
Missouri
$24.4M -$6M -163,239 -20%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$23.9M -$3.94M -107,268 -14%
BFS
46
Bard Financial Services
Connecticut
$23.8M +$1.07M +29,150 +5%
RCI
47
RS Crum Inc
California
$23.7M +$466K +12,673 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$23.2M -$1.15M -31,334 -5%
FIB
49
First Interstate Bank
Montana
$22.9M -$45.7M -1,242,496 -66%
AWM
50
Affinity Wealth Management
Delaware
$22.7M +$751K +20,417 +3%

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.