We are live on ! Find out more
PFF icon

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
Bank of America
1
Bank of America
North Carolina
$746M -$85.8M -2,333,219 -10%
Morgan Stanley
2
Morgan Stanley
New York
$412M -$41.4M -1,124,662 -9%
Wells Fargo
3
Wells Fargo
California
$364M -$35.1M -954,787 -9%
US Bancorp
4
US Bancorp
Minnesota
$296M -$6.36M -172,957 -2%
AB
5
Aozora Bank
Japan
$235M -$24.3M -661,046 -9%
UBS Group
6
UBS Group
Switzerland
$227M -$40.9M -1,112,324 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$196M +$274K +7,446 +0.1%
LPL Financial
8
LPL Financial
California
$191M -$7.14M -194,259 -4%
BlackRock
9
BlackRock
New York
$173M +$6.86M +186,572 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$171M -$16.9M -459,417 -9%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$128M -$716K -19,469 -0.6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$127M -$3.37M -91,729 -3%
SW
13
SVB Wealth
Massachusetts
$96.6M +$9.93M +269,954 +11%
Truist Financial
14
Truist Financial
North Carolina
$80.9M -$2.97M -80,849 -4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$79.1M +$9.29M +252,601 +13%
Mariner
16
Mariner
Kansas
$76.3M +$9.36M +254,513 +14%
KeyBank National Association
17
KeyBank National Association
Ohio
$72.3M -$6.31M -171,483 -8%
EWM
18
Edge Wealth Management
New York
$61.7M +$5.28M +143,700 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$60.9M -$2.62M -71,176 -4%
Ameriprise
20
Ameriprise
Minnesota
$59.1M -$14.4M -391,750 -19%
Deutsche Bank
21
Deutsche Bank
Germany
$57.2M -$4.18M -113,710 -7%
SAM
22
SP Asset Management
California
$53.9M +$260K +7,083 +0.5%
SMFG
23
Sumitomo Mitsui Financial Group
Japan
$51.6M -$1.22M -33,057 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$51M +$3.17M +86,310 +7%
Goldman Sachs
25
Goldman Sachs
New York
$47.3M +$2.04M +55,527 +4%

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.