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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
HCA
876
Harbour Capital Advisors
Virginia
$265K +$20K +515 +8%
SC
877
Savant Capital
Illinois
$262K
VWM
878
Vigilare Wealth Management
Arizona
$261K -$14.1K -362 -5%
CGFA
879
Colton Groome Financial Advisors
North Carolina
$261K +$257K +6,612 New
LIA
880
LS Investment Advisors
Michigan
$258K
CWM
881
Connecticut Wealth Management
Connecticut
$257K -$29.1K -750 -10%
RG
882
Retirement Group
California
$256K -$376K -9,686 -60%
CPSC
883
Carl P. Sherr & Co
Massachusetts
$256K +$252K +6,485 New
HIMC
884
Heritage Investors Management Corp
Maryland
$255K
ACA
885
Aptus Capital Advisors
Alabama
$254K
BWA
886
Beam Wealth Advisors
Louisiana
$249K +$5.44K +140 +2%
GPA
887
Guerra Pan Advisors
New Jersey
$249K +$245K +6,305 New
VST
888
Van Strum & Towne
California
$248K +$245K +6,295 New
TDC
889
Thompson Davis & Co
Virginia
$247K +$243K +6,264 New
SWM
890
Segment Wealth Management
Texas
$246K
CA
891
Clearstead Advisors
Ohio
$245K +$141K +3,634 +141%
EAM
892
Evanson Asset Management
California
$243K +$272 +7 +0.1%
JWCA
893
J.W. Coons Advisors
Ohio
$242K +$238K +6,125 New
VCM
894
Vivaldi Capital Management
Illinois
$242K +$239K +6,141 New
RRA
895
Round Rock Advisors
Connecticut
$241K
HIF
896
Hill Island Financial
Michigan
$241K +$238K +6,123 New
AG
897
Ascent Group
Virginia
$241K +$246K +6,326 New
WIA
898
World Investment Advisors
California
$240K -$5.67K -146 -2%
BWM
899
Birchcreek Wealth Management
Ohio
$240K +$311 +8 +0.1%
IWP
900
Innova Wealth Partners
Pennsylvania
$238K

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.