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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
HWIS
376
Hancock Whitney Investment Services
Louisiana
$2.02M +$1.98M +51,009 New
CFGS
377
Concourse Financial Group Securities
Alabama
$2M -$1.12M -28,869 -36%
CCT
378
Capital City Trust
Florida
$2M +$275K +7,072 +16%
ACM
379
Antonetti Capital Management
Florida
$1.99M +$451K +11,600 +30%
MCM
380
Manchester Capital Management
Vermont
$1.97M +$83.4K +2,147 +4%
CWM
381
Centric Wealth Management
Illinois
$1.97M -$1.74M -44,740 -47%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$1.93M +$1.92M +49,447 New
CC
383
Cornerstone Capital
California
$1.92M +$483K +12,419 +34%
CFP
384
Curran Financial Partners
South Carolina
$1.92M +$198K +5,096 +12%
MA
385
Montag & Associates
Georgia
$1.91M
HFA
386
High Falls Advisors
New York
$1.9M -$121K -3,115 -6%
MIM
387
Macroview Investment Management
Maryland
$1.9M +$66.4K +1,708 +4%
EFS
388
Essex Financial Services
Connecticut
$1.88M +$71.6K +1,843 +4%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$1.88M -$2.18M -56,186 -54%
BC
390
Bartlett & Co
Ohio
$1.88M -$2.18M -56,186 -54%
AHC
391
Adell Harriman & Carpenter
Texas
$1.88M -$64.1K -1,650 -3%
CPIG
392
Chicago Partners Investment Group
Illinois
$1.87M -$177K -4,548 -8%
KFI
393
Key Financial Inc
Pennsylvania
$1.86M +$16.8K +433 +0.9%
AIP
394
Ameritas Investment Partners
Nebraska
$1.86M +$96.7K +2,487 +6%
GL
395
Graypoint LLC
New York
$1.86M +$835K +21,474 +83%
FA
396
FC Advisory
Pennsylvania
$1.86M +$350 +9 +0%
YIA
397
YHB Investment Advisors
Connecticut
$1.85M +$356K +9,160 +24%
WWM
398
Windsor Wealth Management
Indiana
$1.85M +$658K +16,926 +55%
BJL
399
Brighton Jones LLC
Washington
$1.85M +$74.1K +1,907 +4%
BAM
400
Belpointe Asset Management
Nevada
$1.83M -$58.6K -1,509 -3%

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.