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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
GFG
101
Greystone Financial Group
Michigan
$9.73M -$4.56M -124,106 -32%
CS
102
Credit Suisse
Switzerland
$9.5M +$1.22M +33,300 +15%
William Blair & Company
103
William Blair & Company
Illinois
$9.14M -$2.26M -61,435 -20%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$9.11M +$5.66K +154 +0.1%
HCM
105
HMS Capital Management
Tennessee
$9.04M +$4.33M +117,665 +90%
LCM
106
Liberty Capital Management
Michigan
$9M -$575K -15,640 -6%
USCWA
107
U.S. Capital Wealth Advisors
Texas
$9M -$425K -11,556 -4%
ST
108
Smithfield Trust
Pennsylvania
$8.89M -$287K -7,793 -3%
Citigroup
109
Citigroup
New York
$8.87M -$1.64M -44,532 -15%
WA
110
WestEnd Advisors
North Carolina
$8.85M -$8.94K -243 Closed
YC
111
Yarbrough Capital
Tennessee
$8.72M
ASN
112
Advisory Services Network
Georgia
$8.69M -$3.86M -104,854 -31%
CW
113
Connectus Wealth
Ohio
$8.66M +$8.07M +219,417 New
NCM
114
Northside Capital Management
Oregon
$8.57M -$40.4K -1,100 -0.5%
MWA
115
Moser Wealth Advisors
Washington
$8.52M +$262K +7,129 +3%
AAS
116
Annex Advisory Services
Wisconsin
$8.51M -$289K -7,872 -3%
MBT
117
Montecito Bank & Trust
California
$8.4M +$947K +25,765 +13%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$8.35M +$5.27M +143,229 +166%
FAP
119
Financial Advisory Partners
Florida
$8.32M +$36.7K +997 +0.4%
WDA
120
Wendell David Associates
New Hampshire
$8.26M -$54.2K -1,475 -0.6%
SLWA
121
San Luis Wealth Advisors
California
$8.05M +$7.51M +204,238 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$7.95M -$328K -8,932 -4%
QIM
123
Quest Investment Management
Oregon
$7.95M +$2.76K +75 +0%
K
124
Kemper
Illinois
$7.88M
PFA
125
Pure Financial Advisors
California
$7.87M +$952K +25,898 +14%

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.