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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
AMG
1051
Advisors Management Group
Wisconsin
-$24.7M -625,607 Closed
HVIA
1052
Hudson Valley Investment Advisors
New York
-$20.1M -511,011 Closed
WI
1053
WBI Investments
New Jersey
-$13.1M -333,323 Closed
PWAG
1054
Polaris Wealth Advisory Group
California
-$11.6M -294,794 Closed
ZIM
1055
Zacks Investment Management
Illinois
-$9.96M -252,570 Closed
MWM
1056
MinichMacGregor Wealth Management
New York
-$9.03M -229,012 Closed
PPA
1057
Parametric Portfolio Associates
Washington
-$7.64M -193,883 Closed
AC
1058
Avestar Capital
New York
-$6.79M -172,244 Closed
Voloridge Investment Management
1059
Voloridge Investment Management
Florida
-$6.78M -171,875 Closed
AFWM
1060
AMJ Financial Wealth Management
Virginia
-$6.23M -158,059 Closed
KOMWMG
1061
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.45M -138,084 Closed
Millennium Management
1062
Millennium Management
New York
-$5.24M -132,841 Closed
MLM
1063
Mount Lucas Management
Pennsylvania
-$5.04M -127,709 Closed
Man Group
1064
Man Group
United Kingdom
-$4.72M -119,776 Closed
SFG
1065
Summit Financial Group
West Virginia
-$4.34M -110,101 Closed
BCM
1066
BlueCrest Capital Management
Jersey
-$4.27M -108,294 Closed
CFC
1067
Client First Capital
California
-$3.93M -99,727 Closed
FTS
1068
Fifth Third Securities
Ohio
-$3.64M -92,428 Closed
PA
1069
PFG Advisors
Arizona
-$3.26M -82,566 Closed
LHC
1070
Little House Capital
Massachusetts
-$2.82M -71,579 Closed
MAM
1071
MMA Asset Management
Pennsylvania
-$2.61M -66,104 Closed
CWM
1072
Chronos Wealth Management
Florida
-$2.47M -62,530 Closed
PCM
1073
Palisade Capital Management
New Jersey
-$2.11M -53,500 Closed
HWIS
1074
Hancock Whitney Investment Services
Louisiana
-$2.02M -51,009 Closed
BMM
1075
Buffington Mohr McNeal
Idaho
-$1.81M -45,914 Closed

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.