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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
TC
1001
Truvestments Capital
Florida
$59K +$622 +16 +1%
CIA
1002
Choate Investment Advisors
Massachusetts
$59K +$58.3K +1,500 New
AF
1003
Affiance Financial
Minnesota
$56K
LAS
1004
Lloyd Advisory Services
Georgia
$55K +$350 +9 +0.6%
GFPC
1005
Global Financial Private Client
Florida
$54.2K +$53.4K +1,375 New
WB
1006
Webster Bank
Connecticut
$50K +$28.8K +742 +143%
TFS
1007
TrustCore Financial Services
Tennessee
$49K
CWS
1008
Confluence Wealth Services
Pennsylvania
$49K +$49.3K +1,268 New
CFRPA
1009
Castle Financial & Retirement Planning Associates
New Jersey
$49K +$51.7K +1,330 New
VRM
1010
Vectors Research Management
New York
$48K
PP
1011
PrairieView Partners
Minnesota
$47K
OSNBOA
1012
Old Second National Bank of Aurora
Illinois
$47K +$15.5K +400 +47%
BCPWM
1013
Bradley & Co Private Wealth Management
Florida
$45K
LWA
1014
Lowe Wealth Advisors
Maryland
$44K
BAM
1015
Bellevue Asset Management
Washington
$44K +$155 +4 +0.4%
BA
1016
Ballast Advisors
Minnesota
$44K +$466 +12 +1%
AA
1017
Addison Advisors
Vermont
$44K +$43.4K +1,118 New
RPCONE
1018
Retirement Planning Company of New England
Rhode Island
$43K +$42.7K +1,100 New
SC
1019
Solstein Capital
California
$42K
BCV
1020
Banque Cantonale Vaudoise
Switzerland
$39K +$38.9K +1,000 New
CCM
1021
Covington Capital Management
California
$39K +$38.9K +1,000 New
SF
1022
SBK Financial
Virginia
$37K +$36.9K +950 New
CC
1023
Corsicana & Co
Texas
$36K
ARMC
1024
American Research & Management Company
Massachusetts
$35K -$11.7K -300 -25%
LS
1025
Leelyn Smith
Illinois
$35K +$34.9K +897 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.