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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
DCM
576
Delta Capital Management
New Jersey
$861K +$12.2K +315 +1%
I2I
577
Insight 2811 Inc
Illinois
$857K +$33K +849 +4%
SBIA
578
Sheaff Brock Investment Advisors
Indiana
$855K +$40.3K +1,036 +5%
GIA
579
Gladstone Institutional Advisory
Florida
$843K -$180K -4,624 -18%
IWM
580
IHT Wealth Management
Illinois
$842K -$330K -8,499 -28%
VCM
581
Virtue Capital Management
Tennessee
$840K -$20.8K -534 -2%
TCBWMS
582
Texas Capital Bank Wealth Management Services
Texas
$836K +$256K +6,585 +45%
CA
583
Cumberland Advisors
Florida
$828K
GEA
584
Glen Eagle Advisors
New Jersey
$826K +$65.5K +1,686 +9%
BG
585
Benedetti & Gucer
Georgia
$825K +$11.5K +295 +1%
SA
586
Stonebridge Advisors
Connecticut
$823K +$811K +20,877 New
RCA
587
Ranch Capital Advisors
Florida
$822K -$11.9K -306 -1%
ATC
588
Argent Trust Co
Tennessee
$820K +$174K +4,474 +27%
ACK
589
Andrew C. Karlinski
$812K +$801K +20,604 New
SMC
590
Smith, Moore & Co
Missouri
$811K +$40K +1,029 +5%
AAIM
591
Asset Advisors Investment Management
Georgia
$811K +$87.4K +2,250 +12%
RSC
592
Red Spruce Capital
Pennsylvania
$801K +$45.5K +1,170 +6%
KPCM
593
Kings Point Capital Management
New York
$796K +$105K +2,700 +15%
VA
594
Valmark Advisers
Ohio
$794K -$30.5K -786 -4%
PWM
595
Perigon Wealth Management
California
$789K -$55.4K -1,425 -7%
HCP
596
Hexagon Capital Partners
Arkansas
$789K +$157K +4,047 +25%
SCA
597
Snowden Capital Advisors
New York
$788K -$250K -6,435 -24%
LSA
598
Lion Street Advisors
Texas
$785K +$33K +850 +4%
CCA
599
Cadent Capital Advisors
Oklahoma
$785K +$68.2K +1,754 +10%
CCA
600
Checchi Capital Advisers
California
$772K

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.