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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
CBN
751
Cadence Bank NA
Texas
$351K -$5.85K -159 -2%
CIA
752
Capital Investment Advisors
Georgia
$349K +$92.9K +2,527 +36%
Brown Advisory
753
Brown Advisory
Maryland
$348K +$352K +9,562 New
Qube Research & Technologies (QRT)
754
Qube Research & Technologies (QRT)
United Kingdom
$347K +$350K +9,532 New
NFSG
755
Newbridge Financial Services Group
Florida
$340K -$68.5K -1,862 -17%
GG
756
GenWealth Group
New Jersey
$340K
SIC
757
Samalin Investment Counsel
New York
$339K -$22.2K -603 -6%
UBV
758
United Bank (Virginia)
Virginia
$339K
CCFM
759
Clear Creek Financial Management
Washington
$339K +$7.35K +200 +2%
BRM
760
Boston Research & Management
Massachusetts
$339K +$343K +9,316 New
STA
761
Summit Trail Advisors
New York
$337K -$35.6K -967 -9%
TMWM
762
Taylor & Morgan Wealth Management
Michigan
$336K +$147 +4 +0%
Allspring Global Investments
763
Allspring Global Investments
North Carolina
$335K -$985K -26,800 -74%
RCAG
764
Rehmann Capital Advisory Group
Michigan
$335K +$993 +27 +0.3%
FWM
765
Frontier Wealth Management
Missouri
$334K +$368 +10 +0.1%
BLC
766
Brown, Lisle/Cummings
Rhode Island
$332K -$79.8K -2,170 -19%
WP
767
WealthSource Partners
California
$331K -$113K -3,072 -25%
GA
768
Greytown Advisors
Florida
$331K +$334K +9,080 New
T
769
TRUADVICE
Florida
$328K +$362K +9,858 New
MAG
770
Mayfair Advisory Group
Alabama
$322K -$7.35K -200 -2%
IP
771
Ignite Planners
California
$321K -$9.85K -268 -3%
WAG
772
Winthrop Advisory Group
Massachusetts
$320K
RI
773
Ridgewood Investments
New Jersey
$320K +$27.6K +750 +9%
TSS
774
Two Sigma Securities
New York
$320K +$323K +8,784 New
Financial Engines Advisors
775
Financial Engines Advisors
California
$317K +$99.1K +2,696 +45%

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.