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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
OIA
201
OneDigital Investment Advisors
Kansas
$4.09M -$152K -4,142 -4%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$4.09M +$2.24M +60,892 +119%
PWP
203
Private Wealth Partners
California
$4.06M +$198K +5,390 +5%
IAN
204
Integrated Advisors Network
Texas
$4.04M -$21.9K -596 -0.5%
ST
205
Sageworth Trust
Pennsylvania
$4.03M
IAS
206
IMA Advisory Services
Colorado
$4.03M -$145K -3,956 -3%
PCM
207
Palouse Capital Management
Washington
$3.99M +$195K +5,312 +5%
RBFC
208
Roman Butler Fullerton & Co
Missouri
$3.99M -$292K -7,940 -7%
MPCG
209
Matrix Private Capital Group
New York
$3.98M -$207K -5,624 -5%
SPC
210
Sigma Planning Corp
Michigan
$3.98M -$149K -4,064 -4%
MA
211
Mutual Advisors
Nebraska
$3.96M +$153K +4,149 +4%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$3.92M +$54.3K +1,478 +1%
SSW
213
Smith Shellnut Wilson
Mississippi
$3.89M +$140K +3,800 +4%
JWCA
214
J.W. Cole Advisors
Florida
$3.86M -$40.1K -1,090 -1%
MIAN
215
Mariner Independent Advisor Network
Kansas
$3.83M +$1.24M +33,707 +47%
GAM
216
Grandview Asset Management
Pennsylvania
$3.82M -$163K -4,438 -4%
IWA
217
IBEX Wealth Advisors
New Jersey
$3.7M -$169K -4,593 -4%
PWW
218
Pettyjohn Wood & White
Virginia
$3.67M +$87K +2,365 +2%
AFG
219
Albion Financial Group
Utah
$3.67M -$33.5K -910 -0.9%
PI
220
PineBridge Investments
New York
$3.64M +$3.68M +100,000 New
DJSG
221
D.J. St. Germain
Massachusetts
$3.61M -$169K -4,593 -4%
IBOK
222
Independence Bank of Kentucky
Kentucky
$3.59M +$412K +11,210 +13%
IA
223
IFP Advisors
Florida
$3.59M +$556K +15,108 +19%
NCM
224
Novare Capital Management
North Carolina
$3.57M -$3.13M -85,081 -46%
PWM
225
Peterson Wealth Management
Nevada
$3.56M +$1.68M +45,744 +88%

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.