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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
HWM
676
Hohimer Wealth Management
Washington
$550K -$215K -5,523 -28%
PWP
677
Principle Wealth Partners
Connecticut
$549K -$71.7K -1,844 -12%
BA
678
Bristlecone Advisors
Washington
$547K
FNBT
679
FineMark National Bank & Trust
Florida
$545K
MCA
680
Magnolia Capital Advisors
Mississippi
$545K +$94.3K +2,427 +21%
VVP
681
Venture Visionary Partners
Ohio
$543K +$36.6K +941 +7%
CAMG
682
CWA Asset Management Group
Florida
$537K
SNBOSCI
683
Security National Bank of Sioux City Iowa
Iowa
$537K
SCM
684
Stonehearth Capital Management
Massachusetts
$536K -$90.1K -2,318 -15%
AIM
685
AHL Investment Management
Florida
$532K +$524K +13,481 New
WBCM
686
Wilson & Boucher Capital Management
California
$532K +$525K +13,500 New
IAG
687
Investment Advisory Group
Massachusetts
$531K +$569K +14,640 New
BFG
688
Beacon Financial Group
Texas
$529K -$47.3K -1,218 -8%
GWSG
689
GPS Wealth Strategies Group
Colorado
$526K +$155 +4 +0%
SAS
690
Stelac Advisory Services
New York
$526K +$39K +1,004 +8%
EWM
691
Endurance Wealth Management
Rhode Island
$522K
HL
692
HeadInvest LLC
Maine
$520K
SWA
693
SFMG Wealth Advisors
Texas
$519K +$78 +2 +0%
NIC
694
Northwest Investment Counselors
Oregon
$518K -$74.7K -1,923 -13%
FFA
695
Founders Financial Alliance
North Carolina
$515K +$9.71K +250 +2%
State Farm Mutual Automobile Insurance
696
State Farm Mutual Automobile Insurance
Illinois
$513K
FNT
697
First Nebraska Trust
Nebraska
$512K +$39.5K +1,017 +8%
BWM
698
BerganKDV Wealth Management
Minnesota
$510K
FFA
699
Fragasso Financial Advisors
Pennsylvania
$509K +$502K +12,919 New
AIC
700
Archer Investment Corporation
Indiana
$509K

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.