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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
CPA
576
Cardiff Park Advisors
California
$685K +$3.57K +97 +0.5%
HIA
577
Harbor Investment Advisory
Maryland
$683K
WHC
578
Wulff, Hansen & Co
California
$683K +$67.4K +1,833 +11%
GA
579
GoalVest Advisory
New York
$680K +$687K +18,678 New
YIA
580
YHB Investment Advisors
Connecticut
$678K -$1.04M -28,400 -60%
LA
581
Latitude Advisors
Florida
$675K -$1.93M -52,414 -74%
WJA
582
Willis Johnson & Associates
Texas
$675K -$482K -13,117 -41%
LMKC
583
L.M. Kohn & Company
Ohio
$675K +$681K +18,533 New
AOWM
584
Alpha Omega Wealth Management
Virginia
$674K +$3.35K +91 +0.5%
ISL
585
Ingalls & Snyder LLC
New York
$674K +$239K +6,500 +54%
RWB
586
RMR Wealth Builders
New Jersey
$672K +$42.8K +1,165 +7%
SC
587
Seldon Capital
California
$670K
MCM
588
Maryland Capital Management
Maryland
$670K +$11.5K +312 +2%
CA
589
CGN Advisors
Kansas
$666K -$284K -7,722 -30%
EGA
590
E&G Advisors
Texas
$666K -$7.35K -200 -1%
TWM
591
Titus Wealth Management
California
$660K -$36.8K -1,000 -5%
SW
592
SkyOak Wealth
Michigan
$658K -$145K -3,956 -18%
DAS
593
Dynamic Advisor Solutions
Arizona
$653K +$127K +3,456 +24%
WFA
594
Websterrogers Financial Advisors
South Carolina
$647K +$658K +17,884 New
BAM
595
Brave Asset Management
New Jersey
$642K -$12.8M -349,039 -95%
BTWM
596
Baker Tilly Wealth Management
Wisconsin
$641K +$19.5K +530 +3%
ATPW
597
Ashton Thomas Private Wealth
Arizona
$637K -$586K -15,944 -48%
GLA
598
Good Life Advisors
Pennsylvania
$637K +$100K +2,730 +18%
CA
599
CoreCap Advisors
Michigan
$636K -$16.2K -441 -2%
AWE
600
Avidian Wealth Enterprises
Texas
$634K +$368 +10 +0.1%

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.