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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
M1FG
1051
Mach-1 Financial Group
Arkansas
$16K +$15.9K +408 New
BWS
1052
BCR Wealth Strategies
Alabama
$13K +$12.7K +326 New
GI
1053
GS Investments
Minnesota
$12K
HFA
1054
HC Financial Advisors
California
$12K
WAS
1055
Winch Advisory Services
Wisconsin
$12K +$155 +4 +1%
EWM
1056
Elmwood Wealth Management
California
$12K +$11.7K +300 New
HI
1057
Hoey Investments
Pennsylvania
$11K
AIL
1058
AGF Investments LLC
Ontario, Canada
$11K +$10.8K +279 New
LCM
1059
Logan Capital Management
Pennsylvania
$10K
PAI
1060
Pittenger & Anderson Inc
Nebraska
$10K +$4.86K +125 +100%
WA
1061
WestEnd Advisors
North Carolina
$9.58K +$9.44K +243 New
SFM
1062
Signet Financial Management
New Jersey
$9K +$8.51K +219 New
EWA
1063
EverSource Wealth Advisors
Alabama
$9K +$8.74K +225 New
MI
1064
Markston International
New York
$8K
CFCI
1065
Comprehensive Financial Consultants Institutional
Indiana
$8K +$9.33K +240 New
FA
1066
Faithward Advisors
Pennsylvania
$7K
FCB
1067
First Command Bank
Texas
$7K
FCFS
1068
First Command Financial Services
Texas
$7K
RP
1069
Rice Partnership
Hawaii
$7K +$7.27K +187 New
1IA
1070
1834 Investment Advisors
Wisconsin
$6K -$11.3K -291 -68%
GGI
1071
Godsey & Gibb Inc
Virginia
$6K
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$6K
MIM
1073
MTM Investment Management
South Carolina
$6K
TFA
1074
Toth Financial Advisory
Virginia
$6K
TAM
1075
Townsend Asset Management
North Carolina
$6K

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.