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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
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$30M +$1.72M +44,330 +6%
HighTower Advisors
52
HighTower Advisors
Illinois
$29M +$1.22M +31,452 +4%
SF
53
Synovus Financial
Georgia
$28.5M +$1.43M +36,890 +5%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$28.4M +$2.27M +58,471 +9%
SIM
55
Sadoff Investment Management
Wisconsin
$27.7M +$27.3M +703,420 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$26.6M +$1.9M +48,787 +8%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$26.4M +$1.41M +36,183 +6%
RCI
58
RS Crum Inc
California
$25.1M +$24.8M +637,714 New
AMG
59
Advisors Management Group
Wisconsin
$24.7M +$123K +3,170 +0.5%
BFS
60
Bard Financial Services
Connecticut
$24.6M +$1.21M +31,250 +5%
AssetMark Inc
61
AssetMark Inc
California
$24.5M +$4.88M +125,542 +25%
IWS
62
Insight Wealth Strategies
California
$24.1M -$4.48M -115,354 -16%
AWM
63
Affinity Wealth Management
Delaware
$24M -$418K -10,752 -2%
BBA
64
Braun-Bostich & Associates
Pennsylvania
$24M +$24.3M +625,646 New
IWC
65
Integrated Wealth Concepts
Massachusetts
$22.7M +$1.06M +27,330 +5%
AAS
66
Avantax Advisory Services
Texas
$22.5M +$2.17M +55,752 +11%
CTB
67
Country Trust Bank
Illinois
$22.4M
MML Investors Services
68
MML Investors Services
Massachusetts
$21.8M -$3.73M -96,061 -15%
CBB
69
Citizens Business Bank
California
$20.5M +$386K +9,932 +2%
HVIA
70
Hudson Valley Investment Advisors
New York
$20.1M +$582K +14,966 +3%
KAS
71
Kestra Advisory Services
Texas
$20.1M +$765K +19,691 +4%
IC
72
Intersect Capital
California
$19.7M -$3M -77,107 -13%
MMA
73
Miracle Mile Advisors
California
$19.4M +$13.6M +350,061 +249%
MA
74
MUFG Americas
New York
$18.8M +$894K +23,006 +5%
QWM
75
Quaker Wealth Management
New Jersey
$18.7M +$18.4M +474,155 New

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.