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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
PCA
551
Peddock Capital Advisors
Massachusetts
$760K -$242K -6,582 -24%
GEA
552
Glen Eagle Advisors
New Jersey
$759K -$4.38K -119 -0.6%
CIC
553
Cutler Investment Counsel
Oregon
$758K +$765K +20,806 New
PA
554
Procyon Advisors
Connecticut
$757K -$166K -4,512 -18%
OFG
555
Orcam Financial Group
California
$750K -$189K -5,151 -20%
BWP
556
Bernardo Wealth Planning
Pennsylvania
$746K +$753K +20,491 New
BPA
557
Beacon Pointe Advisors
California
$745K +$752K +20,448 New
SRC
558
Sage Rhino Capital
California
$742K +$76.8K +2,088 +11%
BNP Paribas Financial Markets
559
BNP Paribas Financial Markets
France
$740K +$570K +15,504 +321%
TCM
560
Triumph Capital Management
Colorado
$737K +$744K +20,239 New
KPCM
561
Kings Point Capital Management
New York
$736K
HCP
562
Hexagon Capital Partners
Arkansas
$729K +$294 +8 +0%
SXL
563
Summit X LLC
Missouri
$729K +$102K +2,776 +16%
BCM
564
Bowie Capital Management
Texas
$728K +$735K +20,000 New
LSA
565
Lion Street Advisors
Texas
$722K -$3.68K -100 -0.5%
SMC
566
Smith, Moore & Co
Missouri
$713K -$36.3K -987 -5%
CCA
567
Checchi Capital Advisers
California
$713K
SFP
568
Sterling Financial Planning
New Jersey
$709K +$4.34K +118 +0.6%
AWM
569
Atticus Wealth Management
Florida
$707K +$57K +1,549 +9%
VA
570
Valmark Advisers
Ohio
$704K -$29.7K -808 -4%
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$704K +$299K +8,129 +73%
PWP
572
Perfromance Wealth Partners
Illinois
$700K -$184 -5 -0%
DIA
573
Dana Investment Advisors
Wisconsin
$700K +$56.8K +1,545 +9%
QFA
574
Quattro Financial Advisors
Texas
$693K +$42.8K +1,165 +7%
KCA
575
Karn Couzens & Associates
Connecticut
$685K -$149K -4,041 -18%

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.