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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
CPSC
1126
Carl P. Sherr & Co
Massachusetts
-$256K -6,485 Closed
BWA
1127
Beam Wealth Advisors
Louisiana
-$249K -6,316 Closed
GPA
1128
Guerra Pan Advisors
New Jersey
-$249K -6,305 Closed
VST
1129
Van Strum & Towne
California
-$248K -6,295 Closed
TDC
1130
Thompson Davis & Co
Virginia
-$247K -6,264 Closed
VCM
1131
Vivaldi Capital Management
Illinois
-$242K -6,141 Closed
TWP
1132
Tempus Wealth Planning
California
-$238K -6,029 Closed
CA
1133
CapWealth Advisors
Tennessee
-$237K -6,009 Closed
NCM
1134
Next Capital Management
New York
-$233K -5,917 Closed
LIM
1135
Leavell Investment Management
Alabama
-$230K -5,840 Closed
T
1136
TNF
Montana
-$218K -5,644 Closed
AHIA
1137
Andrew Hill Investment Advisors
Florida
-$221K -5,613 Closed
IIA
1138
IPG Investment Advisors
California
-$222K -5,607 Closed
LSPW
1139
Lake Street Private Wealth
Illinois
-$216K -5,476 Closed
WP
1140
WealthShield Partners
North Carolina
-$216K -5,471 Closed
AA
1141
Alesco Advisors
New York
-$213K -5,400 Closed
9WM
1142
9258 Wealth Management
Ohio
-$211K -5,349 Closed
NC
1143
NovaPoint Capital
Georgia
-$211K -5,342 Closed
PCS
1144
Personal CFO Solutions
New Jersey
-$208K -5,284 Closed
KCM
1145
KRS Capital Management
Michigan
-$207K -5,262 Closed
BFIM
1146
Beese Fulmer Investment Management
Ohio
-$207K -5,250 Closed
BRC
1147
Bell Rock Capital
Delaware
-$203K -5,222 Closed
PWA
1148
Primoris Wealth Advisors
Florida
-$205K -5,215 Closed
BS
1149
Boenning & Scattergood
Pennsylvania
-$203K -5,153 Closed
CWM
1150
Concentrum Wealth Management
California
-$201K -5,105 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.