We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

1,102 hedge funds and large institutions have $8.75B invested in iShares Preferred and Income Securities ETF in 2021 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 470 increasing their positions, 269 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 63

75% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 269

19% more funds holding in top 10

Funds holding in top 10: 5464 (+10)

13% more funds holding

Funds holding: 9731,102 (+129)

7% more capital invested

Capital invested by funds: $8.21B → $8.75B (+$544M)

1.86% more ownership

Funds ownership: 40.51%42.37% (+1.9%)

83% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $72.1M

Holders
1,102
Holders Change
+129
Holders Change %
+13.26%
% of All Funds
16.96%
Holding in Top 10
64
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+18.52%
% of All Funds
0.98%
New
204
Increased
470
Reduced
269
Closed
63
Calls
$12.5M
Puts
$72.1M
Net Calls
-$59.6M
Net Calls Change
-$380M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
226
Prime Capital Investment Advisors
Kansas
$4.18M +$1.13M +28,951 +38%
CG
227
Colony Group
Massachusetts
$4.15M +$104K +2,664 +3%
EH
228
Equitable Holdings
New York
$4.13M -$802K -20,633 -16%
MA
229
Mutual Advisors
Nebraska
$4.12M +$206K +5,292 +5%
PCM
230
Palouse Capital Management
Washington
$4.11M -$236K -6,063 -5%
Northern Trust
231
Northern Trust
Illinois
$4.1M +$3.11M +80,046 +333%
DJSG
232
D.J. St. Germain
Massachusetts
$4.09M +$361K +9,296 +10%
SSW
233
Smith Shellnut Wilson
Mississippi
$4.06M +$1.6M +41,122 +67%
NB
234
Northwest Bancshares
Pennsylvania
$4.05M -$57.9K -1,490 -1%
BWA
235
Blodgett Wealth Advisors
California
$4.02M +$3.96M +101,976 New
AFG
236
Albion Financial Group
Utah
$4.01M +$147K +3,774 +4%
Cohen & Steers
237
Cohen & Steers
New York
$3.98M +$3.79M +97,505 +2,768%
DI
238
Disciplined Investments
Oklahoma
$3.95M +$974K +25,071 +33%
CFC
239
Client First Capital
California
$3.93M +$3.88M +99,727 New
JWBC
240
J.W. Burns & Co
New York
$3.9M -$25.2K -649 -0.7%
HFG
241
Heron Financial Group
New York
$3.89M -$72.8K -1,873 -2%
PWW
242
Pettyjohn Wood & White
Virginia
$3.88M +$87.1K +2,240 +2%
UCFA
243
United Capital Financial Advisors
Texas
$3.88M -$236K -6,083 -6%
SVWAG
244
Sound View Wealth Advisors Group
Georgia
$3.77M -$291K -7,485 -7%
CST
245
Charles Schwab Trust
Nevada
$3.71M -$230K -5,921 -6%
BWAM
246
Boyd Watterson Asset Management
Ohio
$3.69M +$31.1K +799 +0.9%
Comerica Bank
247
Comerica Bank
Texas
$3.68M +$457K +11,760 +14%
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.68M -$46.6K -1,200 -1%
FWP
249
FAS Wealth Partners
Kansas
$3.66M -$454K -11,684 -11%
HWA
250
HCR Wealth Advisors
California
$3.65M +$158K +4,057 +5%

PFF Hedge Fund Activity: Q4 2021 in Review

1,102 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2021, worth a combined $8.75B — up 6.6% from $8.21B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new PFF positions and 63 closed out — a net gain of 141 holders — while 470 added to existing stakes and 269 trimmed.

The largest buyer was US Bancorp, adding an estimated $241M. The largest seller was Bessemer Group, cutting an estimated $129M.

  • 1,102 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2021, up from 973 in Q3 2021.
  • Funds reported $8.75B of iShares Preferred and Income Securities ETF stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 204 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2021 and 63 closed out, a net change of +141 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2021 was US Bancorp, an estimated $241M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2021 was Bessemer Group, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2021.