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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
PA
326
Pinnacle Associates
New York
$2.52M -$65.1K -1,674 -3%
CAAS
327
Capital Asset Advisory Services
Michigan
$2.51M -$54.4K -1,399 -2%
BAM
328
Banta Asset Management
California
$2.5M -$409K -10,520 -14%
TA
329
TrueWealth Advisors
Alabama
$2.49M +$83K +2,137 +3%
FANJ
330
Financial Architects (New Jersey)
New Jersey
$2.49M +$15.1K +388 +0.6%
BST
331
Bath Savings Trust
Maine
$2.47M +$131K +3,372 +6%
CWM
332
Chronos Wealth Management
Florida
$2.47M -$90.1K -2,319 -4%
FHB
333
First Hawaiian Bank
Hawaii
$2.45M -$647K -16,648 -21%
FNBOSM
334
First National Bank of South Miami
Florida
$2.43M +$49.5K +1,275 +2%
LCWP
335
Legacy Capital Wealth Partners
Arkansas
$2.41M +$187K +4,804 +8%
CHC
336
City Holding Co
West Virginia
$2.39M +$66.1K +1,700 +3%
LPIC
337
LeJeune Puetz Investment Counsel
Michigan
$2.38M +$50.2K +1,293 +2%
AAP
338
Arax Advisory Partners
Colorado
$2.37M -$199K -5,118 -8%
FWM
339
Finer Wealth Management
Massachusetts
$2.34M +$2.31M +59,392 New
ACA
340
Atlas Capital Advisors
Wyoming
$2.31M -$5.46M -140,463 -71%
DIP
341
DT Investment Partners
Pennsylvania
$2.3M +$28.1K +724 +1%
RWA
342
Redmont Wealth Advisors
Illinois
$2.29M +$2.26M +58,160 New
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.28M +$23.3K +600 +1%
MFG
344
Magnus Financial Group
New York
$2.27M +$437K +11,244 +24%
MFG
345
MidWestOne Financial Group
Iowa
$2.27M +$1.21M +31,031 +117%
FAM
346
Flaharty Asset Management
Florida
$2.26M -$123K -3,165 -5%
NCM
347
Noesis Capital Mangement
Florida
$2.25M -$590K -15,179 -21%
SC
348
Slow Capital
California
$2.24M -$33.3K -856 -1%
APWA
349
Atlas Private Wealth Advisors
New Jersey
$2.2M +$33.1K +853 +2%
Mirae Asset Global Investments
350
Mirae Asset Global Investments
South Korea
$2.13M -$1.12M -28,868 -35%

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.