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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
MHS
851
M Holdings Securities
Oregon
$238K +$241K +6,547 New
MIM
852
Moseley Investment Management
Florida
$237K -$97.6K -2,655 -29%
CF
853
Clarity Financial
Texas
$236K -$57.2M -1,555,345 -100%
ACM
854
Avalon Capital Management
California
$236K +$256K +6,960 New
WSTAM
855
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$16.9K -460 -6%
HIMC
856
Heritage Investors Management Corp
Maryland
$235K
CSPAM
857
Cary Street Partners Asset Management
Virginia
$231K +$233K +6,345 New
SWM
858
Sugarloaf Wealth Management
Georgia
$230K -$70.3K -1,911 -23%
SAM
859
Summit Asset Management
Tennessee
$229K +$232K +6,297 New
TSWM
860
Tyler-Stone Wealth Management
Ohio
$227K -$19.1K -519 -8%
SWM
861
Segment Wealth Management
Texas
$227K
FHA
862
Flagship Harbor Advisors
Massachusetts
$226K +$9.01K +245 +4%
FPAS
863
Focus Partners Advisor Solutions
Missouri
$226K +$229K +6,215 New
FCM
864
Fortis Capital Management
Washington
$224K +$227K +6,160 New
JWCA
865
J.W. Coons Advisors
Ohio
$223K
RRA
866
Round Rock Advisors
Connecticut
$223K
NGA
867
Naples Global Advisors
Florida
$223K +$22.8K +620 +11%
WWMSC
868
Wagner Wealth Management (South Carolina)
South Carolina
$222K +$78.8K +2,142 +55%
COF
869
Capital One Financial
Virginia
$220K -$855K -23,266 -79%
IWP
870
Innova Wealth Partners
Pennsylvania
$220K
LRWA
871
Long Run Wealth Advisors
New York
$220K +$184 +5 +0.1%
CS
872
Comerica Securities
Michigan
$219K +$221K +6,021 New
BCP
873
Berkeley Capital Partners
Georgia
$218K +$1.4K +38 +0.6%
HIF
874
Hill Island Financial
Michigan
$217K -$6.32K -172 -3%
LWMG
875
Levy Wealth Management Group
Pennsylvania
$215K +$1.25K +34 +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.