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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
RI
826
Ridgewood Investments
New Jersey
$317K +$103K +2,650 +49%
SIA
827
Soltis Investment Advisors
Utah
$315K -$63K -1,621 -17%
VCWA
828
Vanguard Capital Wealth Advisors
Colorado
$315K -$19.3K -497 -6%
NWA
829
Navis Wealth Advisors
New York
$315K
TFP
830
Tilia Fiduciary Partners
North Carolina
$314K +$310K +7,966 New
CIAS
831
Capital Investment Advisory Services
North Carolina
$313K +$24.1K +621 +8%
MAWCM
832
Mine & Arao Wealth Creation & Management
California
$312K +$16K +411 +5%
SWMP
833
Signature Wealth Management Partners
New Jersey
$311K +$622 +16 +0.2%
VC
834
Vicus Capital
Pennsylvania
$311K +$323K +8,318 New
WLIM
835
White Lighthouse Investment Management
Massachusetts
$309K
F4L
836
Fortune 45 LLC
Louisiana
$309K +$306K +7,862 New
OCPWS
837
One Charles Private Wealth Services
Massachusetts
$308K -$65.2K -1,679 -18%
WMA
838
West Michigan Advisors
Michigan
$306K +$302K +7,763 New
PFA
839
Pettinga Financial Advisors
Indiana
$305K -$4.04K -104 -1%
PMA
840
Prudent Man Advisors
Illinois
$305K +$39.7K +1,022 +15%
SCA
841
Strategic Capital Advisers
Colorado
$304K +$155 +4 +0.1%
CCM
842
Canal Capital Management
Virginia
$302K +$298K +7,662 New
CFD
843
Creative Financial Designs
Indiana
$298K +$6.53K +168 +2%
CRC
844
Curi RMB Capital
Illinois
$297K -$7.93K -204 -3%
NFG
845
Nations Financial Group
Iowa
$297K +$4.2K +108 +1%
MFG
846
Merit Financial Group
Georgia
$296K +$292K +7,512 New
WSTAM
847
Wilbanks Smith & Thomas Asset Management
Virginia
$295K
RFA
848
Resurgent Financial Advisors
Georgia
$291K +$287K +7,390 New
AWA
849
Arkadios Wealth Advisors
Georgia
$290K +$40.7K +1,047 +17%
WJWM
850
Williams Jones Wealth Management
New York
$288K -$465K -11,975 -62%

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.