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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
JHCP
926
Jackson Hole Capital Partners
Oklahoma
$218K
T
927
TNF
Montana
$218K
CFA
928
Carroll Financial Associates
North Carolina
$217K -$48.7K -1,252 -18%
NGA
929
Naples Global Advisors
Florida
$217K -$9.71K -250 -4%
AC
930
Apella Capital
Connecticut
$217K
BFA
931
Beacon Financial Advisory
Ohio
$217K
TFS
932
Thoroughbred Financial Services
Tennessee
$217K +$214K +5,517 New
WP
933
WealthShield Partners
North Carolina
$216K +$5.79K +149 +3%
LSPW
934
Lake Street Private Wealth
Illinois
$216K +$213K +5,476 New
EWM
935
Executive Wealth Management
Michigan
$216K +$214K +5,501 New
GA
936
GFS Advisors
Texas
$213K -$19.4K -500 -8%
AA
937
Alesco Advisors
New York
$213K
9WM
938
9258 Wealth Management
Ohio
$211K +$583 +15 +0.3%
NC
939
NovaPoint Capital
Georgia
$211K +$5.83K +150 +3%
CT
940
Cambridge Trust
Massachusetts
$211K +$208K +5,349 New
FWM
941
Focused Wealth Management
New York
$209K +$1.71K +44 +0.8%
PCS
942
Personal CFO Solutions
New Jersey
$208K +$2.84K +73 +1%
BFIM
943
Beese Fulmer Investment Management
Ohio
$207K
KCM
944
KRS Capital Management
Michigan
$207K +$204K +5,262 New
PWA
945
Primoris Wealth Advisors
Florida
$205K +$203K +5,215 New
BS
946
Boenning & Scattergood
Pennsylvania
$203K -$3.15K -81 -2%
BRC
947
Bell Rock Capital
Delaware
$203K +$203K +5,222 New
VT
948
Vise Technologies
New York
$201K +$198K +5,100 New
CWM
949
Concentrum Wealth Management
California
$201K +$198K +5,105 New
ACG
950
Allen Capital Group
Nebraska
$197K +$30.3K +780 +19%

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.