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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
CBB
51
Citizens Business Bank
California
$22M +$3.06M +83,230 +16%
CTB
52
Country Trust Bank
Illinois
$20.7M
PAG
53
Private Advisor Group
New Jersey
$20.6M +$3.64M +99,073 +21%
AAS
54
Avantax Advisory Services
Texas
$20.1M -$648K -17,616 -3%
RIA
55
Regal Investment Advisors
Michigan
$19.6M +$5.63M +153,162 +40%
HighTower Advisors
56
HighTower Advisors
Illinois
$19.6M -$7.23M -196,558 -27%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$19.3M -$7.02M -190,961 -26%
Creative Planning
58
Creative Planning
Kansas
$18.9M +$7.25M +197,110 +61%
MML Investors Services
59
MML Investors Services
Massachusetts
$18.7M -$1.46M -39,765 -7%
IC
60
Intersect Capital
California
$18.3M +$89.4K +2,431 +0.5%
QWM
61
Quaker Wealth Management
New Jersey
$18.1M +$880K +23,936 +5%
KAS
62
Kestra Advisory Services
Texas
$18M -$584K -15,871 -3%
IA
63
IndexIQ Advisors
New York
$18M +$15.2M +413,724 +522%
JP Morgan Chase
64
JP Morgan Chase
New York
$17.5M -$161M -4,370,187 -90%
WBG
65
Wharton Business Group
Pennsylvania
$17.3M +$33.8K +920 +0.2%
GC
66
Guggenheim Capital
Illinois
$16.9M +$14.2M +387,050 +501%
BF
67
BOK Financial
Oklahoma
$16.8M +$275K +7,487 +2%
AssetMark Inc
68
AssetMark Inc
California
$16.5M -$6.14M -167,064 -27%
FBB
69
Fulton Breakefield Broenniman
Maryland
$16.5M +$1.39M +37,670 +9%
MA
70
MUFG Americas
New York
$16.1M -$1.34M -36,311 -8%
FSC
71
Full Sail Capital
Oklahoma
$15.8M +$1.06M +28,733 +7%
TC
72
TAP Consulting
Missouri
$15.4M +$2M +54,300 +15%
EWA
73
Exencial Wealth Advisors
Oklahoma
$15M +$633K +17,206 +4%
Marshall Wace
74
Marshall Wace
United Kingdom
$14.7M +$13.1M +356,600 +774%
NW
75
NewEdge Wealth
Pennsylvania
$14.6M +$23.6K +641 +0.2%

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.