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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
AWE
626
Avidian Wealth Enterprises
Texas
$686K +$677K +17,410 New
SXL
627
Summit X LLC
Missouri
$684K -$16.4K -423 -2%
GWM
628
Greenwich Wealth Management
Connecticut
$684K -$10.8K -279 -2%
RWB
629
RMR Wealth Builders
New Jersey
$682K +$103K +2,657 +18%
Kayne Anderson Rudnick Investment Management
630
Kayne Anderson Rudnick Investment Management
California
$679K +$50.3K +1,294 +8%
BTWM
631
Baker Tilly Wealth Management
Wisconsin
$673K +$3.96K +102 +0.6%
ST
632
Sabal Trust
Florida
$669K
WHC
633
Wulff, Hansen & Co
California
$667K +$658K +16,925 New
FWIA
634
Fort Washington Investment Advisors
Ohio
$666K +$38.9K +1,000 +6%
ERWM
635
Elk River Wealth Management
Colorado
$665K -$104K -2,688 -14%
PBF
636
Petix & Botte Financial
California
$663K -$799K -20,564 -55%
WPC
637
Waters Parkerson & Co
Louisiana
$660K
SIS
638
Sound Income Strategies
Florida
$658K -$110K -2,834 -15%
DG
639
DMC Group
Alabama
$658K +$693K +17,834 New
SAS
640
Sanford Advisory Services
Michigan
$657K -$58.8K -1,513 -8%
OHWP
641
Oak Harbor Wealth Partners
North Carolina
$649K +$640K +16,468 New
WCG
642
Weaver Consulting Group
California
$648K +$117 +3 +0%
SSW
643
Stone Summit Wealth
Florida
$646K +$631K +16,246 New
Fayez Sarofim & Co
644
Fayez Sarofim & Co
Texas
$645K +$635K +16,346 New
RC
645
Reik & Co
New York
$644K
WPC
646
Wedmont Private Capital
Pennsylvania
$643K +$643K +16,555 New
MFW
647
Meristem Family Wealth
Minnesota
$641K +$9.48K +244 +2%
PMG
648
ProVise Management Group
Florida
$630K -$39 -1 -0%
AUB
649
Atlantic Union Bankshares
Virginia
$629K +$45K +1,158 +8%
GFS
650
GYL Financial Synergies
Connecticut
$627K +$35.9K +923 +6%

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.