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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
GIA
526
Gladstone Institutional Advisory
Florida
$842K +$63.5K +1,728 +8%
BC
527
Burney Company
Virginia
$841K +$35.5K +966 +4%
AMBIA
528
Allen Mooney & Barnes Investment Advisors
Georgia
$839K +$847K +23,043 New
MA
529
Montag & Associates
Georgia
$836K -$933K -25,361 -52%
Mackenzie Financial
530
Mackenzie Financial
Ontario, Canada
$831K +$5.18K +141 +0.6%
ACM
531
AlphaStar Capital Management
North Carolina
$824K +$118K +3,222 +17%
I2I
532
Insight 2811 Inc
Illinois
$821K +$30K +817 +4%
FHA
533
First Horizon Advisors
Tennessee
$817K -$734K -19,963 -47%
NA
534
Nottingham Advisors
New York
$813K
DCM
535
Delta Capital Management
New Jersey
$808K +$13K +353 +2%
GRP
536
Global Retirement Partners
California
$807K +$892K +24,249 New
BCA
537
Bay Colony Advisors
Massachusetts
$805K +$256K +6,962 +46%
I
538
INVST
Indiana
$802K +$1.99K +54 +0.2%
OPS
539
Orion Portfolio Solutions
Nebraska
$801K -$1.13M -30,794 -58%
FLPIM
540
F.L. Putnam Investment Management
Massachusetts
$787K -$365K -9,922 -31%
TCBWMS
541
Texas Capital Bank Wealth Management Services
Texas
$783K +$11.4K +309 +1%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$780K -$10.1K -276 -1%
MP
543
McDonald Partners
Ohio
$777K +$784K +21,328 New
NWM
544
Northwest Wealth Management
Iowa
$773K +$780K +21,215 New
RCA
545
Ranch Capital Advisors
Florida
$772K +$12.9K +352 +2%
KFP
546
KMG Fiduciary Partners
Ohio
$771K +$778K +21,158 New
CA
547
Cumberland Advisors
Florida
$765K
CCA
548
Cadent Capital Advisors
Oklahoma
$765K +$40.4K +1,099 +6%
CFG
549
Citizens Financial Group
Rhode Island
$761K +$96.3K +2,619 +14%
SSW
550
Stone Summit Wealth
Florida
$761K +$181K +4,915 +30%

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.