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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$14M -$215K -5,840 -1%
PI
77
Parkside Investments
Illinois
$13.9M +$655K +17,808 +5%
HCM
78
Hilton Capital Management
New York
$13.4M -$59.5M -1,617,369 -81%
CAN
79
Cetera Advisor Networks
California
$13.1M +$817K +22,207 +7%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$13M +$121K +3,281 +0.9%
AIA
81
Avalon Investment & Advisory
Texas
$12.8M +$175K +4,770 +1%
SWIG
82
Strategic Wealth Investment Group
Kentucky
$12.8M +$1.47M +39,880 +13%
HNB
83
Huntington National Bank
Ohio
$12.4M
CA
84
Cetera Advisors
Colorado
$12.4M +$1.15M +31,257 +10%
ANTB
85
AMG National Trust Bank
Colorado
$12M +$20.9K +568 +0.2%
ACH
86
ArrowMark Colorado Holdings
Colorado
$11.6M
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$11.5M +$11.2M +305,436 +2,849%
MMA
88
Miracle Mile Advisors
California
$11.3M -$6.59M -179,340 -37%
SFG
89
Sowa Financial Group
Rhode Island
$11.2M +$231K +6,284 +2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$10.9M +$327K +8,904 +3%
HIM
91
Hanlon Investment Management
New Jersey
$10.9M
Neuberger Berman Group
92
Neuberger Berman Group
New York
$10.9M -$474K -12,896 -4%
BWFA
93
Baltimore-Washington Financial Advisors
Maryland
$10.8M -$3.02M -82,161 -23%
AP
94
Atwood & Palmer
Missouri
$10.6M -$1.47M -39,883 -12%
JIP
95
Jaffetilchin Investment Partners
Florida
$10.5M -$18.1M -492,825 -61%
FWP
96
Falcon Wealth Planning
California
$10.2M +$1.77M +48,025 +21%
AWS
97
Atria Wealth Solutions
New York
$9.95M +$10M +273,235 New
CCG
98
Chatham Capital Group
Georgia
$9.8M -$623K -16,945 -6%
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$9.78M -$14.9M -405,957 -60%
DWM
100
Dakota Wealth Management
Florida
$9.74M -$1.42M -38,610 -13%

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.