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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
CC
976
Corsicana & Co
Texas
$34K
ARMC
977
American Research & Management Company
Massachusetts
$33K
LS
978
Leelyn Smith
Illinois
$33K +$184 +5 +0.6%
SAM
979
S.A. Mason
Michigan
$30K -$34.1K -928 -53%
S
980
Surevest
California
$30K
MTIC
981
Missouri Trust & Investment Company
Missouri
$29K
CWP
982
Concord Wealth Partners
Virginia
$29K +$184 +5 +0.6%
EWM
983
Evermay Wealth Management
Virginia
$26K
OFG
984
Oxford Financial Group
Indiana
$25K
HI
985
Hudock Inc
Pennsylvania
$24K
GIA
986
GHP Investment Advisors
Colorado
$23K +$23K +625 New
ME
987
McIlrath & Eck
Washington
$23K +$23.1K +627 New
CBT
988
CoreFirst Bank & Trust
Kansas
$22K
WB
989
Webster Bank
Connecticut
$21K -$24.9K -677 -54%
HR
990
Howe & Rusling
New York
$21K
SQA
991
Simon Quick Advisors
New Jersey
$21K
PMFA
992
Plante Moran Financial Advisors
Michigan
$21K +$110 +3 +0.5%
GLLW
993
Graves Light Lenhart Wealth
Virginia
$20K
BAM
994
Byrne Asset Management
New Jersey
$19K
MWM
995
Mascoma Wealth Management
New Hampshire
$19K
BWL
996
Bogart Wealth LLC
Virginia
$19K +$18.9K +515 New
HA
997
Herold Advisors
New York
$18.3K +$18.4K +501 New
PA
998
PSI Advisors
Florida
$18K -$9.3K -253 -34%
CAL
999
Capital Analysts LLC
Pennsylvania
$18K -$37 -1 -0.2%
HCM
1000
Horrell Capital Management
Arkansas
$18K

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.