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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
HWA
476
Heritage Wealth Advisors
Virginia
$1.31M -$28K -720 -2%
EDRH
477
Edmond de Rothschild Holding
Switzerland
$1.31M
Wolverine Trading
478
Wolverine Trading
Illinois
$1.3M -$968K -24,896 -43%
MWA
479
Monograph Wealth Advisors
California
$1.28M +$1.27M +32,556 New
FMC
480
First Merchants Corp
Indiana
$1.27M +$34.3K +883 +3%
BSA
481
Bull Street Advisors
Georgia
$1.27M -$68K -1,750 -5%
KS
482
Karpas Strategies
Connecticut
$1.26M +$39 +1 +0%
BIP
483
Blueprint Investment Partners
North Carolina
$1.26M +$1.24M +31,892 New
RIA
484
Richwood Investment Advisors
Ohio
$1.25M +$1.24M +31,798 New
RVPG
485
Relative Value Partners Group
$1.25M +$6.96K +179 +0.6%
WJA
486
Willis Johnson & Associates
Texas
$1.25M +$12.1K +312 +1%
FLPIM
487
F.L. Putnam Investment Management
Massachusetts
$1.24M -$22K -567 -2%
IF
488
Ironwood Financial
Arizona
$1.23M -$42.2K -1,086 -3%
C
489
Clearshares
New York
$1.22M
SCA
490
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M
PGAM
491
Princeton Global Asset Management
New Jersey
$1.21M -$90.5K -2,329 -7%
SWM
492
SeaCrest Wealth Management
New York
$1.21M +$13.4K +345 +1%
APA
493
Astoria Portfolio Advisors
New York
$1.21M +$1.19M +30,704 New
HA
494
HFG Advisors
Ohio
$1.21M +$1.19M +30,674 New
HCM
495
Highview Capital Management
Illinois
$1.21M +$1.19M +30,564 New
JG
496
Jefferies Group
New York
$1.2M +$13.6K +349 +1%
BIA
497
Benchmark Investment Advisors
Illinois
$1.2M +$1.18M +30,386 New
PA
498
Parallel Advisors
California
$1.2M
RRWA
499
Rainey & Randall Wealth Advisors
Florida
$1.2M +$7.27K +187 +0.6%
SLA
500
Silver Lake Advisory
Utah
$1.2M +$22.5K +580 +2%

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.