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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
FFG
1101
Ford Financial Group
California
$20 +$20.4K +524 New
PCM
1102
Price Capital Management
Louisiana
-$27.5M -709,420 Closed
SP
1103
Symmetry Partners
Connecticut
-$9.6M -250,187 Closed
OMC
1104
Old Mission Capital
Illinois
-$7.73M -199,224 Closed
SLWA
1105
San Luis Wealth Advisors
California
-$6.26M -161,291 Closed
SAMT
1106
Select Asset Management & Trust
Pennsylvania
-$5.54M -142,729 Closed
PWM
1107
Paulson Wealth Management
Illinois
-$5.44M -140,171 Closed
ACM
1108
Anfield Capital Management
California
-$3.33M -85,667 Closed
QAM
1109
Q3 Asset Management
Michigan
-$2.51M -64,745 Closed
BFPW
1110
BOK Financial Private Wealth
Colorado
-$2.06M -53,007 Closed
State of Tennessee, Department of Treasury
1111
State of Tennessee, Department of Treasury
Tennessee
-$1.98M -51,000 Closed
SS
1112
Simplicity Solutions
Minnesota
-$1.54M -39,675 Closed
SRSA
1113
S.R. Schill & Associates
Washington
-$1.31M -33,774 Closed
HW
1114
Hancock Whitney
Mississippi
-$1.31M -33,697 Closed
BAM
1115
Barrett Asset Management
New York
-$1.24M -32,037 Closed
SBH
1116
Segall Bryant & Hamill
Illinois
-$1.02M -26,181 Closed
AR
1117
Advisory Research
Illinois
-$1M -25,800 Closed
HAS
1118
HBW Advisory Services
California
-$843K -21,713 Closed
TW
1119
Transform Wealth
Colorado
-$838K -21,584 Closed
MP
1120
McDonald Partners
Ohio
-$763K -19,660 Closed
RIG
1121
Roosevelt Investment Group
New York
-$752K -19,377 Closed
WANY
1122
Wealthspire Advisors (New York)
New York
-$701K -18,050 Closed
BPA
1123
Beacon Pointe Advisors
California
-$637K -16,417 Closed
GRP
1124
Global Retirement Partners
California
-$628K -16,193 Closed
BCM
1125
Bowie Capital Management
Texas
-$582K -15,000 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.