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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
SFS
1076
Sowell Financial Services
Arkansas
-$1.64M -41,549 Closed
AP
1077
Advisors Preferred
Maryland
-$1.6M -40,900 Closed
SSWM
1078
Smith Salley Wealth Management
North Carolina
-$1.52M -38,685 Closed
BIP
1079
Blueprint Investment Partners
North Carolina
-$1.26M -31,892 Closed
MWA
1080
Meridian Wealth Advisors
Texas
-$1.19M -30,166 Closed
RBCM
1081
Raub Brock Capital Management
California
-$1.16M -29,800 Closed
EWM
1082
Evercore Wealth Management
New York
-$1.17M -29,650 Closed
CC
1083
Claybrook Capital
Massachusetts
-$1.04M -26,380 Closed
MYIA
1084
Mount Yale Investment Advisors
Colorado
-$940K -23,840 Closed
AFC
1085
AFT Forsyth & Company
Florida
-$924K -23,429 Closed
CWM
1086
Curi Wealth Management
North Carolina
-$873K -22,144 Closed
VCM
1087
Virtue Capital Management
Tennessee
-$840K -21,316 Closed
BG
1088
Benedetti & Gucer
Georgia
-$825K -20,931 Closed
SA
1089
Stonebridge Advisors
Connecticut
-$823K -20,877 Closed
AAIM
1090
Asset Advisors Investment Management
Georgia
-$811K -20,575 Closed
IIC
1091
Integrated Investment Consultants
Michigan
-$769K -19,500 Closed
Capital Fund Management (CFM)
1092
Capital Fund Management (CFM)
France
-$738K -18,719 Closed
WPW
1093
Waldron Private Wealth
Pennsylvania
-$730K -18,539 Closed
MCM
1094
Monument Capital Management
Virginia
-$689K -17,472 Closed
WPC
1095
Wedmont Private Capital
Pennsylvania
-$643K -16,555 Closed
Fayez Sarofim & Co
1096
Fayez Sarofim & Co
Texas
-$645K -16,346 Closed
HHRDM
1097
H&H Retirement Design & Management
Nevada
-$558K -15,576 Closed
SWA
1098
Stratos Wealth Advisors
Ohio
-$614K -15,571 Closed
FIM
1099
Fernwood Investment Management
Massachusetts
-$591K -14,990 Closed
BSSFA
1100
Baron Silver Stevens Financial Advisors
Florida
-$566K -14,373 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.