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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
RFN
651
RDA Financial Network
Iowa
$496K -$52K -1,415 -9%
SNBOSCI
652
Security National Bank of Sioux City Iowa
Iowa
$496K
SIG
653
Spinnaker Investment Group
California
$493K -$46.6K -1,267 -9%
OCM
654
Orion Capital Management
California
$492K -$754K -20,515 -60%
WBCM
655
Wilson & Boucher Capital Management
California
$492K
MA
656
MKT Advisors
California
$488K -$32.9K -895 -6%
HGERS
657
Householder Group Estate & Retirement Specialist
Arizona
$488K +$27.5K +747 +6%
KBFS
658
Kohmann Bosshard Financial Services
Ohio
$483K +$487K +13,251 New
HL
659
HeadInvest LLC
Maine
$481K
SWA
660
SFMG Wealth Advisors
Texas
$479K
VHAM
661
Van Hulzen Asset Management
California
$477K +$10.6K +288 +2%
WEPOG
662
Wealth Enhancement & Preservation of GA
Georgia
$477K +$98.7K +2,685 +26%
CWM
663
Chemistry Wealth Management
New York
$474K +$479K +13,016 New
KM
664
Kalos Management
Georgia
$472K +$39.6K +1,078 +9%
PCM
665
Parsons Capital Management
Rhode Island
$471K -$70.2K -1,910 -13%
AIC
666
Archer Investment Corporation
Indiana
$470K
SW
667
StrongBox Wealth
Missouri
$468K -$1.51M -40,949 -76%
HWM
668
Hohimer Wealth Management
Washington
$467K -$41.5K -1,128 -8%
FFS
669
Founders Financial Securities
Maryland
$467K +$625 +17 +0.1%
BB
670
Bell Bank
North Dakota
$466K
ECG
671
Edge Capital Group
Georgia
$466K
SPFA
672
Summit Place Financial Advisors
New Jersey
$463K +$20.2K +550 +5%
WF
673
Warner Financial
Maryland
$462K +$625 +17 +0.1%
EWM
674
Endurance Wealth Management
Rhode Island
$461K -$20.8K -565 -4%
SG
675
Somerset Group
Minnesota
$461K

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.