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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
BL
651
BCWM LLC
Kansas
$624K +$142K +3,666 +30%
OCM
652
Objective Capital Management
Ohio
$620K +$611K +15,712 New
MCM
653
MV Capital Management
Maryland
$616K -$51.6K -1,327 -8%
SWA
654
Stratos Wealth Advisors
Ohio
$614K +$157K +4,032 +35%
RIM
655
Rockbridge Investment Management
New York
$599K -$1.01K -26 -0.2%
BCA
656
Bay Colony Advisors
Massachusetts
$597K +$111K +2,851 +23%
FB
657
Fulton Bank
Pennsylvania
$596K
RFN
658
RDA Financial Network
Iowa
$593K -$28.2K -725 -5%
MA
659
MKT Advisors
California
$592K +$615K +15,833 New
EW
660
Evoke Wealth
California
$591K +$27.2K +700 +5%
FIM
661
Fernwood Investment Management
Massachusetts
$591K +$583K +14,990 New
PCM
662
Parsons Capital Management
Rhode Island
$585K -$167K -4,307 -22%
CSIC
663
Clifford Swan Investment Counsel
California
$584K
RIG
664
RiverFront Investment Group
Virginia
$583K +$574K +14,782 New
GLA
665
Good Life Advisors
Pennsylvania
$582K +$9.79K +252 +2%
WP
666
WealthPLAN Partners
Nebraska
$578K
SFA
667
Sequoia Financial Advisors
Ohio
$575K +$186K +4,776 +49%
AWM
668
Avior Wealth Management
Nebraska
$575K +$567K +14,583 New
DAS
669
Dynamic Advisor Solutions
Arizona
$571K -$654K -16,829 -54%
SIG
670
Spinnaker Investment Group
California
$568K +$577K +14,836 New
BSSFA
671
Baron Silver Stevens Financial Advisors
Florida
$566K +$10.9K +280 +2%
HHRDM
672
H&H Retirement Design & Management
Nevada
$558K -$5.07M -130,518 -89%
LWA
673
Lenox Wealth Advisors
New York
$556K
COCM
674
Charter Oak Capital Management
New Hampshire
$553K +$102K +2,618 +23%
FSA
675
Fort Sheridan Advisors
Illinois
$551K +$14.8K +382 +3%

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.