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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
TFGT
951
TS Financial Group (TSFG)
Illinois
$193K -$11.2K -287 -6%
UB
952
UMB Bank
Missouri
$193K +$189K +4,875 New
BNP Paribas Financial Markets
953
BNP Paribas Financial Markets
France
$190K +$161K +4,142 +608%
BC
954
Burleson & Co
California
$190K
NC
955
NewSquare Capital
Pennsylvania
$183K
GCM
956
Goldstream Capital Management
Hong Kong
$181K +$179K +4,595 New
EL
957
EMFO LLC
Florida
$179K
OC
958
Oakworth Capital
Alabama
$176K
EWM
959
EPG Wealth Management
Georgia
$175K +$58.9K +1,516 +52%
LF
960
Lee Financial
Texas
$159K
Jones Financial Companies
961
Jones Financial Companies
Missouri
$159K +$157K +4,039 New
WWMSC
962
Wagner Wealth Management (South Carolina)
South Carolina
$155K +$153K +3,930 New
WOSD
963
WFA of San Diego
California
$153K +$45.5K +1,170 +43%
MFA
964
McClarren Financial Advisors
Pennsylvania
$152K +$2.06K +53 +1%
SBL
965
Sargent Bickham Lagudis
Colorado
$147K -$159K -4,097 -52%
HWA
966
HHM Wealth Advisors
Tennessee
$145K
SCA
967
Stonebridge Capital Advisors
Minnesota
$136K
PFGIA
968
Patriot Financial Group Insurance Agency
Massachusetts
$134K -$253K -6,500 -66%
JEST
969
JTC Employer Solutions Trustee
Jersey
$118K
PG
970
Proffitt & Goodson
Tennessee
$116K +$114K +2,933 New
WFA
971
Wells Financial Advisors
Massachusetts
$114K
HNWAG
972
High Net Worth Advisory Group
Florida
$103K +$101K +2,600 New
AII
973
AGF Investments Inc
Ontario, Canada
$102K -$150K -3,852 -60%
GI
974
Gradient Investments
Minnesota
$102K +$622 +16 +0.6%
MRCM
975
M&R Capital Management
New Jersey
$98K

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.