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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
IIC
601
Integrated Investment Consultants
Michigan
$769K +$758K +19,500 New
SFP
602
Sterling Financial Planning
New Jersey
$763K +$3.19K +82 +0.4%
PWP
603
Perfromance Wealth Partners
Illinois
$758K +$747K +19,233 New
KPWS
604
Kestra Private Wealth Services
Texas
$755K -$116K -2,978 -13%
TWM
605
Titus Wealth Management
California
$754K -$12.2K -313 -2%
ACM
606
AlphaStar Capital Management
North Carolina
$749K -$471K -12,119 -38%
RF
607
Resolute Financial
Massachusetts
$748K +$737K +18,973 New
HIA
608
Harbor Investment Advisory
Maryland
$740K
Capital Fund Management (CFM)
609
Capital Fund Management (CFM)
France
$738K -$607K -15,616 -45%
CPA
610
Cardiff Park Advisors
California
$738K +$727K +18,714 New
WPW
611
Waldron Private Wealth
Pennsylvania
$730K
EGA
612
E&G Advisors
Texas
$729K
SC
613
Seldon Capital
California
$725K +$715K +18,392 New
SRC
614
Sage Rhino Capital
California
$721K -$67.6K -1,739 -9%
CFG
615
Citizens Financial Group
Rhode Island
$720K -$54.4K -1,400 -7%
AOWM
616
Alpha Omega Wealth Management
Virginia
$715K +$7.42K +191 +1%
MCM
617
Maryland Capital Management
Maryland
$713K +$95.1K +2,447 +16%
IRC
618
Investors Research Corp
Georgia
$709K +$420K +10,817 +151%
CA
619
CoreCap Advisors
Michigan
$706K +$696K +17,899 New
QFA
620
Quattro Financial Advisors
Texas
$705K -$11.5M -296,154 -94%
AWM
621
Atticus Wealth Management
Florida
$704K -$59.8K -1,539 -8%
DIA
622
Dana Investment Advisors
Wisconsin
$696K +$55.3K +1,422 +9%
JC
623
JB Capital
Connecticut
$695K +$685K +17,621 New
MCM
624
Monument Capital Management
Virginia
$689K -$127K -3,279 -16%
AMM
625
American Money Management
California
$689K

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.