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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
AAA
851
Adams Asset Advisors
Texas
$288K
SHA
852
Seneca House Advisors
Virginia
$288K +$284K +7,300 New
MFA
853
Mayflower Financial Advisors
Massachusetts
$286K -$33.9K -873 -11%
CWAF
854
Core Wealth Advisors (Florida)
Florida
$285K +$311 +8 +0.1%
APW
855
Aurora Private Wealth
New Jersey
$284K -$66.4K -1,708 -19%
PCM
856
Princeton Capital Management
New Jersey
$282K -$6.3K -162 -2%
TCM
857
Tran Capital Management
California
$281K
ECM
858
Elgethun Capital Management
South Dakota
$280K +$2.64K +68 +1%
MCM
859
Marathon Capital Management
Maryland
$279K
VFPI
860
Vantage Financial Partners (Illinois)
Illinois
$278K
PFA
861
Paradigm Financial Advisors
Missouri
$278K +$3.73K +96 +1%
CIA
862
Capital Investment Advisors
Georgia
$278K +$66K +1,698 +32%
BW
863
Bison Wealth
Georgia
$276K
SMH
864
Sanders Morris Harris
Texas
$276K
BHWM
865
Beaird Harris Wealth Management
Texas
$276K +$272K +6,996 New
FF
866
Friedenthal Financial
New Jersey
$274K
Luther King Capital Management (LKCM)
867
Luther King Capital Management (LKCM)
Texas
$273K
H
868
HoyleCohen
California
$272K +$41.3K +1,064 +18%
TF
869
TimeScale Financial
Massachusetts
$271K -$175K -4,492 -39%
SIG
870
Stonegate Investment Group
Alabama
$271K +$267K +6,874 New
RT
871
Rockland Trust
Massachusetts
$270K +$11.9K +306 +5%
SSCA
872
South Shore Capital Advisors
Massachusetts
$270K +$20.4K +524 +8%
CC
873
Cypress Capital
Tennessee
$269K +$24.5K +630 +10%
1CM
874
1492 Capital Management
Wisconsin
$269K +$42.8K +1,102 +19%
TSWM
875
Tyler-Stone Wealth Management
Ohio
$267K +$263K +6,763 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.