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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
NCG
451
Newport Capital Group
New Jersey
$1.46M
BFWA
452
Benchmark Financial Wealth Advisors
Florida
$1.46M +$1.03M +26,447 +250%
KA
453
Kovack Advisors
Florida
$1.46M +$90.4K +2,327 +7%
MCC
454
Money Concepts Capital
Florida
$1.45M +$1.43M +36,816 New
KWMG
455
King Wealth Management Group
Florida
$1.45M +$109K +2,809 +8%
HW
456
Hedeker Wealth
Illinois
$1.44M -$16.1K -413 -1%
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.42M -$117K -3,000 -8%
Allspring Global Investments
458
Allspring Global Investments
North Carolina
$1.42M +$1.4M +36,000 New
AI
459
Atria Investments
North Carolina
$1.42M +$287K +7,374 +26%
CAAM
460
Cornerstone Advisors Asset Management
Pennsylvania
$1.39M +$1.37M +35,308 New
MGI
461
MayTech Global Investments
New York
$1.39M
CCP
462
Corient Capital Partners
California
$1.39M
MC
463
Moors & Cabot
Massachusetts
$1.38M +$410K +10,556 +43%
IC
464
Inscription Capital
Texas
$1.38M +$343K +8,835 +34%
FNB
465
Farmers National Bank
Kentucky
$1.38M -$225K -5,782 -14%
TWA
466
TCI Wealth Advisors
Arizona
$1.37M +$648K +16,664 +92%
WA
467
Winfield Associates
Ohio
$1.36M -$754K -19,391 -36%
AAS
468
Ameritas Advisory Services
Nebraska
$1.36M +$1.34M +34,531 New
NAG
469
Northstar Advisory Group
New Jersey
$1.36M +$1.34M +34,539 New
DC
470
Davenport & Co
Virginia
$1.36M +$109K +2,805 +9%
RJT
471
Raymond James Trust
Florida
$1.35M -$93.3K -2,400 -7%
OCM
472
Orion Capital Management
California
$1.34M -$80.8K -2,080 -6%
PWMAG
473
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M -$67.2K -1,730 -5%
B
474
Bellecapital
Switzerland
$1.32M +$3.5K +90 +0.3%
ATPW
475
Ashton Thomas Private Wealth
Arizona
$1.32M +$936K +24,077 +257%

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.