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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
VT
1151
Vise Technologies
New York
-$201K -5,100 Closed
ACG
1152
Allen Capital Group
Nebraska
-$197K -4,992 Closed
GCM
1153
Goldstream Capital Management
Hong Kong
-$181K -4,595 Closed
WOSD
1154
WFA of San Diego
California
-$153K -3,869 Closed
AII
1155
AGF Investments Inc
Ontario, Canada
-$102K -2,595 Closed
WFS
1156
Widmann Financial Services
Maryland
-$98K -2,500 Closed
RI
1157
Rinkey Investments
California
-$64K -1,650 Closed
TC
1158
Truvestments Capital
Florida
-$59K -1,503 Closed
CIA
1159
Choate Investment Advisors
Massachusetts
-$59K -1,500 Closed
CWS
1160
Confluence Wealth Services
Pennsylvania
-$49K -1,268 Closed
TLFA
1161
True Link Financial Advisors
California
-$96K -1,215 Closed
RPCONE
1162
Retirement Planning Company of New England
Rhode Island
-$43K -1,100 Closed
SF
1163
SBK Financial
Virginia
-$37K -950 Closed
CG
1164
Cutler Group
California
-$25.7K -700 Closed
WBC
1165
West Branch Capital
Massachusetts
-$23K -582 Closed
FFG
1166
Ford Financial Group
California
-$20 -524 Closed
TCWM
1167
Total Clarity Wealth Management
Illinois
-$16K -413 Closed
DWP
1168
Destiny Wealth Partners
Florida
-$16K -400 Closed
EWM
1169
Elmwood Wealth Management
California
-$12K -300 Closed
CFCI
1170
Comprehensive Financial Consultants Institutional
Indiana
-$8K -240 Closed
SFM
1171
Signet Financial Management
New Jersey
-$9K -219 Closed
RP
1172
Rice Partnership
Hawaii
-$7K -187 Closed
FCB
1173
First Command Bank
Texas
-$7K -176 Closed
FCFS
1174
First Command Financial Services
Texas
-$7K -176 Closed
MIM
1175
MTM Investment Management
South Carolina
-$6K -163 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.