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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
ADL
1076
Asset Dedication LLC
California
$6K +$6.22K +160 New
CAM
1077
Costello Asset Management
Pennsylvania
$6K +$6.22K +160 New
PCTC
1078
Perkins Coie Trust Company
Washington
$5K
PSB
1079
Piscataqua Savings Bank
New Hampshire
$5K
VCM
1080
Versant Capital Management
Arizona
$5K
PCA
1081
Providence Capital Advisors
North Carolina
$5K +$311 +8 +6%
AWA
1082
Aquire Wealth Advisors
Utah
$5K +$5.01K +129 New
WTA
1083
Washington Trust Advisors
Massachusetts
$5K +$5.01K +129 New
AF
1084
Arrow Financial
New York
$5K +$5.36K +138 New
WPA
1085
West Paces Advisors
Georgia
$4.17K +$39 +1 +1%
PCG
1086
Private Capital Group
Connecticut
$4K
SSB
1087
Sandy Spring Bank
Maryland
$4K
WWM
1088
Wolff Wiese Magana
California
$4K
CWM
1089
CarsonAllaria Wealth Management
Illinois
$4K +$3.92K +101 New
MS
1090
Mizuho Securities
Japan
$3K +$39 +1 +1%
EFS
1091
Econ Financial Services
Pennsylvania
$3K +$3.3K +85 New
S
1092
SignatureFD
Georgia
$2K -$56.4K -1,450 -96%
FGAM
1093
Financial Gravity Asset Management
Texas
$1.41K +$6.22K +160 +457%
CP
1094
Castleview Partners
Texas
$1.27K +$1.95M +50,238 New
SFA
1095
Semmax Financial Advisors
North Carolina
$1K
FEG
1096
Financial Enhancement Group
Indiana
$1K +$311 +8 +114%
EWA
1097
Evolution Wealth Advisors
Florida
$819 +$35.6K +917 +5%
FHC
1098
First Heartland Consultants
Missouri
$309 +$4.16K +107 +1%
WIM
1099
Westside Investment Management
California
$295 +$23.4K +601 +9%
LWM
1100
Liberty Wealth Management
California
$233 -$220K -5,669 Closed

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.