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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
SWM
776
Southern Wealth Management
Texas
$314K -$18.9K -515 -6%
APW
777
Austin Private Wealth
Texas
$314K
MWM
778
Meridian Wealth Management
Kentucky
$313K -$20.7K -564 -6%
CFB
779
Cullen/Frost Bankers
Texas
$313K -$8.79K -239 -3%
RFC
780
Regions Financial Corp
Alabama
$311K -$10.5K -286 -3%
SIA
781
Soltis Investment Advisors
Utah
$311K +$20.6K +560 +7%
ZIG
782
Zullo Investment Group
Pennsylvania
$310K -$139K -3,767 -31%
GP
783
Girard Partners
Pennsylvania
$310K -$1.1K -30 -0.4%
HWM
784
HB Wealth Management
Georgia
$309K -$809 -22 -0.3%
BWAM
785
Boyd Watterson Asset Management
Ohio
$308K -$3.13M -85,099 -91%
CFO
786
CVA Family Office
Colorado
$308K -$368 -10 -0.1%
NPF
787
Norris Perne & French
Michigan
$303K +$305K +8,306 New
RF
788
Resolute Financial
Massachusetts
$302K -$393K -10,685 -56%
BMCM
789
Bryn Mawr Capital Management
Pennsylvania
$302K -$97.1K -2,640 -24%
HWAM
790
Hennion & Walsh Asset Management
New Jersey
$299K -$74.5K -2,025 -20%
OFG
791
Omega Financial Group
California
$299K
CT
792
Cambridge Trust
Massachusetts
$299K +$104K +2,842 +53%
AWM
793
Aries Wealth Management
Maine
$299K +$301K +8,197 New
RMC
794
Resources Management Corp
Connecticut
$298K -$15.6K -425 -5%
JCM
795
Jacobsen Capital Management
Utah
$296K +$368 +10 +0.1%
CIC
796
Carnegie Investment Counsel
Ohio
$295K -$146K -3,961 -33%
CAC
797
Certified Advisory Corp
Florida
$295K +$89.2K +2,427 +43%
CWM
798
C2C Wealth Management
Arizona
$294K
NWA
799
Navis Wealth Advisors
New York
$291K
MAWCM
800
Mine & Arao Wealth Creation & Management
California
$289K +$1.36K +37 +0.5%

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.