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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
ABC
751
Associated Banc-Corp
Wisconsin
$418K
SC
752
Scotia Capital
Ontario, Canada
$417K -$57K -1,468 -12%
AIP
753
Almanack Investment Partners
Pennsylvania
$417K -$11K -282 -3%
ES
754
ETF Store
Kansas
$417K +$451K +11,600 New
TCM
755
TD Capital Management
Tennessee
$415K +$9.33K +240 +2%
KMWM
756
Keudell/Morrison Wealth Management
Oregon
$413K -$27.2K -700 -6%
AWA
757
AmeriServ Wealth Advisors
Pennsylvania
$413K
DOA
758
D'Orazio & Associates
Virginia
$411K
RCG
759
Regatta Capital Group
California
$411K +$405K +10,416 New
IHL
760
Investment House LLC
California
$410K +$155 +4 +0%
OIA
761
Optimum Investment Advisors
Illinois
$410K +$38.9K +1,000 +11%
WEPOG
762
Wealth Enhancement & Preservation of GA
Georgia
$410K +$46.2K +1,188 +13%
GJIC
763
Gamble Jones Investment Counsel
California
$407K +$79.7K +2,050 +25%
KL
764
KilterHowling LLC
Colorado
$406K +$400K +10,305 New
GSEP
765
Golden State Equity Partners
California
$405K -$49.3K -1,269 -11%
WMA
766
Wealth Management Associates
New Jersey
$404K -$194 -5 -0%
HWAM
767
Hennion & Walsh Asset Management
New Jersey
$403K +$1.52K +39 +0.4%
STA
768
Summit Trail Advisors
New York
$403K +$36.6K +942 +10%
Wealth Enhancement Advisory Services
769
Wealth Enhancement Advisory Services
Minnesota
$402K +$417K +10,719 New
MCA
770
Millennium Capital Advisors
Arkansas
$401K +$395K +10,175 New
FIA
771
Foundations Investment Advisors
Arizona
$399K -$5.44K -140 -1%
MIM
772
Merrion Investment Management
New Jersey
$394K
HKIMG
773
Hutchens & Kramer Investment Management Group
Indiana
$393K +$426K +10,967 New
CPIA
774
Cornell Pochily Investment Advisors
New York
$392K -$7.97K -205 -2%
SIC
775
Samalin Investment Counsel
New York
$390K -$11.3K -291 -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.