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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
HCM
526
Hall Capital Management
Rhode Island
$1.08M +$41.8K +1,075 +4%
ZCA
527
Zeke Capital Advisors
Pennsylvania
$1.08M
HG
528
Herbst Group
Connecticut
$1.08M +$1.06M +27,280 New
MSFS
529
Main Street Financial Solutions
Pennsylvania
$1.07M +$3.89K +100 +0.4%
MA
530
MONECO Advisors
Connecticut
$1.07M -$15.3K -393 -1%
CAL
531
Capital Advisors Ltd
Ohio
$1.06M -$42.2K -1,085 -4%
IFO
532
Independent Family Office
New York
$1.06M
EIP
533
Easterly Investment Partners
Massachusetts
$1.06M +$1.04M +26,859 New
EWA
534
EP Wealth Advisors
California
$1.05M +$255K +6,572 +33%
CC
535
Claybrook Capital
Massachusetts
$1.04M
AIS
536
AM Investment Strategies
Tennessee
$1.04M +$3.46K +89 +0.3%
TYCC
537
Texas Yale Capital Corp
Florida
$1.04M -$26.6K -684 -3%
CAM
538
Carret Asset Management
New York
$1.04M -$5.6K -144 -0.5%
OAM
539
Occidental Asset Management
California
$1.04M +$13.7K +352 +1%
CHA
540
Carmichael Hill & Associates
Maryland
$1.03M +$11K +284 +1%
CA
541
CGN Advisors
Kansas
$1.03M +$316K +8,136 +45%
AWM
542
Axxcess Wealth Management
California
$1.02M +$1.01M +25,946 New
SRC
543
Shufro Rose & Co
New York
$1.02M +$13.8K +355 +1%
OFG
544
Orcam Financial Group
California
$1.01M +$1M +25,737 New
DA
545
Detalus Advisors
Missouri
$1.01M -$1.94K -50 -0.2%
PA
546
Procyon Advisors
Connecticut
$997K +$200K +5,137 +25%
RCWM
547
Royal Capital Wealth Management
Indiana
$994K +$980K +25,220 New
CFO
548
Collective Family Office
Pennsylvania
$987K +$394K +10,132 +68%
LWA
549
Lineweaver Wealth Advisors
Ohio
$985K -$415K -10,678 -30%
FFG
550
Fortem Financial Group
California
$982K -$19.4K -500 -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.