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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
SWP
176
Stratos Wealth Partners
Ohio
$4.95M -$52.4K -1,424 -1%
Renaissance Technologies
177
Renaissance Technologies
New York
$4.95M -$2.46M -66,800 -33%
AC
178
Anson Capital
Georgia
$4.93M +$917K +24,936 +23%
SDAM
179
Shulman DeMeo Asset Management
New York
$4.92M -$32.9K -896 -0.7%
SPIA
180
Steward Partners Investment Advisory
New York
$4.82M -$519K -14,104 -10%
OMC
181
Overbrook Management Corp
New York
$4.8M -$4.95M -134,651 -51%
SC
182
SouthState Corp
Florida
$4.72M -$34.8K -946 -0.7%
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.71M -$243K -6,602 -5%
FTUS
184
Flow Traders U.S.
New York
$4.67M +$4.72M +128,377 New
SWM
185
Spire Wealth Management
Virginia
$4.64M -$2.93M -79,746 -35%
KFGK
186
Keystone Financial Group (Kentucky)
Kentucky
$4.6M -$2.16M -58,611 -32%
PIA
187
Powell Investment Advisors
Florida
$4.58M -$71.7K -1,951 -2%
RA
188
RFG Advisory
Alabama
$4.53M -$324K -8,821 -7%
Comerica Bank
189
Comerica Bank
Texas
$4.51M +$1.15M +31,301 +32%
HWM
190
Howard Wealth Management
Connecticut
$4.51M +$127K +3,467 +3%
Barclays
191
Barclays
United Kingdom
$4.49M -$7.19M -195,549 -61%
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$4.47M -$1.39M -37,786 -24%
SHFA
193
SS&H Financial Advisors
Michigan
$4.46M +$4.5M +122,508 New
IFG
194
Independent Financial Group
California
$4.45M +$264K +7,185 +6%
CAM
195
Cresset Asset Management
Illinois
$4.33M +$51.3K +1,395 +1%
DADC
196
D.A. Davidson & Co
Montana
$4.26M +$72.7K +1,977 +2%
NB
197
Northwest Bancshares
Pennsylvania
$4.24M +$507K +13,800 +13%
Cerity Partners
198
Cerity Partners
New York
$4.2M +$2.31M +62,722 +119%
WS
199
Wedbush Securities
California
$4.17M -$1.87M -50,972 -31%
DI
200
Disciplined Investments
Oklahoma
$4.15M +$507K +13,787 +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.