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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
CF
351
Centaurus Financial
California
$2.13M +$145K +3,742 +7%
GKWIM
352
Gerber Kawasaki Wealth & Investment Management
California
$2.13M +$2.1M +54,068 +491,527%
SW
353
StrongBox Wealth
Missouri
$2.12M +$92.3K +2,375 +5%
WWM
354
Western Wealth Management
Colorado
$2.12M +$2.09M +53,813 New
CTC
355
Central Trust Company
Missouri
$2.12M +$11.3K +290 +0.5%
FNC
356
First National Corp
Massachusetts
$2.11M +$334K +8,597 +19%
LFAS
357
Level Four Advisory Services
Texas
$2.11M -$137K -3,516 -6%
PCM
358
Palisade Capital Management
New Jersey
$2.11M +$2.08M +53,500 New
CT
359
Caldwell Trust
Florida
$2.11M +$126K +3,244 +6%
BSW
360
Buckingham Strategic Wealth
Missouri
$2.1M +$454K +11,686 +28%
OPS
361
Orion Portfolio Solutions
Nebraska
$2.08M +$137K +3,530 +7%
Cerity Partners
362
Cerity Partners
New York
$2.08M +$1.29M +33,135 +170%
XF
363
XML Financial
Maryland
$2.07M +$352K +9,054 +21%
AWM
364
Accel Wealth Management
Iowa
$2.07M +$146K +3,767 +8%
TC
365
Titleist Capital
Texas
$2.06M +$2.03M +52,340 New
NEPWA
366
New England Private Wealth Advisors
Massachusetts
$2.06M +$1.27M +32,742 +63%
PWM
367
Peterson Wealth Management
Nevada
$2.05M +$243K +6,254 +14%
FFBTD
368
First Financial Bank - Trust Division
Ohio
$2.05M +$273K +7,026 +16%
MIA
369
MMBG Investment Advisors
Florida
$2.04M +$2.01M +51,765 New
FFN
370
Focus Financial Network
Minnesota
$2.04M -$2.25M -57,795 -53%
BAM
371
Baldrige Asset Management
Pennsylvania
$2.04M +$61.9K +1,594 +3%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$2M +51,337 New
WPC
373
White Pine Capital
Minnesota
$2.02M -$69.4K -1,785 -3%
NSIM
374
North Star Investment Management
Illinois
$2.02M +$69K +1,776 +4%
CANC
375
Culbertson A N & Co
Virginia
$2.02M +$117K +3,000 +6%

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.