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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
IGWM
676
ICA Group Wealth Management
Colorado
$461K +$492K +13,389 New
FHC
677
First Heartland Consultants
Missouri
$457K +$174K +4,726 +60%
SCM
678
Schnieders Capital Management
California
$456K
CH
679
Canton Hathaway
Rhode Island
$455K
AIP
680
Almanack Investment Partners
Pennsylvania
$455K +$70.6K +1,921 +18%
FNT
681
First Nebraska Trust
Nebraska
$455K -$18.5K -504 -4%
SIS
682
Sound Income Strategies
Florida
$453K -$157K -4,273 -26%
KP
683
Keel Point
Alabama
$452K -$1.66K -45 -0.4%
AWM
684
Axxcess Wealth Management
California
$449K -$501K -13,616 -52%
WTC
685
WhitTier Trust Company
Nevada
$444K
FNBT
686
FineMark National Bank & Trust
Florida
$442K -$62K -1,687 -12%
FFA
687
Founders Financial Alliance
North Carolina
$440K -$36.7K -997 -8%
PCWA
688
Pacific Capital Wealth Advisors
California
$440K +$368 +10 +0.1%
MGIA
689
Moneta Group Investment Advisors
Missouri
$438K +$184 +5 +0%
UMC
690
United Maritime Capital
New York
$437K -$441K -12,000 -50%
EWA
691
Evolution Wealth Advisors
Florida
$436K -$324K -8,800 -42%
NWMG
692
National Wealth Management Group
Ohio
$435K +$439K +11,939 New
FNWM
693
Financial Network Wealth Management
Utah
$434K +$3.38K +92 +0.8%
KCIA
694
Kingsbury Capital Investment Advisors
Illinois
$434K +$438K +11,914 New
CPO
695
Cerity Partners OCIO
New York
$433K +$37 +1 +0%
CAMG
696
CWA Asset Management Group
Florida
$430K -$66.6K -1,810 -13%
HF
697
Halpern Financial
Virginia
$427K +$431K +11,727 New
ACK
698
Andrew C. Karlinski
$426K -$328K -8,910 -43%
JCM
699
Jacobi Capital Management
Pennsylvania
$426K -$11.6K -316 -3%
DBT
700
Dubuque Bank & Trust
Iowa
$423K -$2.76K -75 -0.6%

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.