We are live on ! Find out more
PFF icon

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
RPCA
901
Running Point Capital Advisors
California
$182K +$184K +5,000 New
ECM
902
Elgethun Capital Management
South Dakota
$181K -$80.2K -2,182 -30%
TFGT
903
TS Financial Group (TSFG)
Illinois
$178K +$221 +6 +0.1%
UB
904
UMB Bank
Missouri
$177K
EL
905
EMFO LLC
Florida
$165K
OC
906
Oakworth Capital
Alabama
$162K
EWM
907
EPG Wealth Management
Georgia
$162K +$552 +15 +0.3%
WSCM
908
Wellington Shields Capital Management
New York
$159K +$160K +4,361 New
BWM
909
BerganKDV Wealth Management
Minnesota
$155K -$319K -8,680 -67%
PP
910
PrairieView Partners
Minnesota
$151K +$109K +2,957 +246%
EIP
911
Ellis Investment Partners
Pennsylvania
$150K +$65.9K +1,792 +76%
LF
912
Lee Financial
Texas
$146K
Nomura Asset Management
913
Nomura Asset Management
Japan
$145K +$147K +3,986 New
SCA
914
Stonebridge Capital Advisors
Minnesota
$143K +$17.6K +480 +14%
MFA
915
McClarren Financial Advisors
Pennsylvania
$140K +$882 +24 +0.6%
SBL
916
Sargent Bickham Lagudis
Colorado
$135K
Allianz Asset Management
917
Allianz Asset Management
Germany
$135K +$136K +3,700 New
HWA
918
HHM Wealth Advisors
Tennessee
$134K
LSA
919
Lansing Street Advisors
Pennsylvania
$131K +$136K +3,707 New
FF
920
FourThought Financial
Florida
$129K +$39.3K +1,070 +43%
CAGAS
921
Capital Advisory Group Advisory Services
Minnesota
$126K -$3.2M -86,944 -96%
PO
922
Private Ocean
California
$123K -$300K -8,150 -71%
GT
923
Glenmede Trust
Pennsylvania
$123K -$281K -7,631 -69%
AA
924
Addison Advisors
Vermont
$123K +$82.6K +2,247 +201%
CCM
925
Cribstone Capital Management
Maine
$122K +$123K +3,350 New

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.