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
LA
301
Latitude Advisors
Florida
$2.8M +$507K +13,040 +23%
APP
302
Avantax Planning Partners
Iowa
$2.79M +$187K +4,812 +7%
TA
303
TFG Advisers
Michigan
$2.77M +$213K +5,478 +8%
DSC
304
Duncker Streett & Co
Missouri
$2.76M -$42.2K -1,086 -2%
ASFA
305
All Season Financial Advisors
Colorado
$2.74M +$1.54M +39,670 +133%
BMA
306
Brooks Moore & Associates
Tennessee
$2.73M -$3.89K -100 -0.1%
GG
307
Golden Green
South Carolina
$2.7M -$898K -23,104 -25%
VFPW
308
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.69M +$2.65M +68,248 New
CSB
309
City State Bank
Iowa
$2.67M +$2.63M +67,720 New
KWM
310
Kingsview Wealth Management
Oregon
$2.66M -$285K -7,335 -10%
BEI
311
Benjamin Edwards Inc
Missouri
$2.65M +$45.7K +1,176 +2%
AF
312
Advisornet Financial
Minnesota
$2.64M +$4.7K +121 +0.2%
BKA
313
Brick & Kyle Associates
Pennsylvania
$2.64M +$1.29M +33,252 +99%
RIA
314
Realta Investment Advisors
Delaware
$2.64M +$148K +3,812 +6%
WB
315
WesBanco Bank
West Virginia
$2.61M +$46.7K +1,202 +2%
MAM
316
MMA Asset Management
Pennsylvania
$2.61M +$29.5K +758 +1%
HSA
317
HBK Sorce Advisory
Pennsylvania
$2.59M -$541K -13,922 -17%
LC
318
Lindbrook Capital
California
$2.59M +$2.55M +65,666 New
MOS
319
MGO One Seven
Ohio
$2.58M +$174K +4,485 +7%
CGH
320
CMG Global Holdings
Texas
$2.58M +$97.4K +2,506 +4%
PTCG
321
Pring Turner Capital Group
California
$2.58M +$2.54M +65,402 New
FWA
322
FOCUS Wealth Advisors
Texas
$2.57M +$339K +8,735 +15%
V
323
Veritable
Delaware
$2.55M -$30.3K -780 -1%
CNFG
324
Creegan & Nassoura Financial Group
New Hampshire
$2.54M -$28.2K -725 -1%
TCM
325
Traynor Capital Management
Pennsylvania
$2.53M -$93.2K -2,397 -4%

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.