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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
NCM
126
Northside Capital Management
Oregon
$9.32M -$1.42M -36,580 -13%
CAWM
127
Capital Advisors Wealth Management
Washington
$9.21M +$1.8M +46,370 +25%
FWP
128
Falcon Wealth Planning
California
$9.2M +$4.37M +112,469 +93%
MWM
129
MinichMacGregor Wealth Management
New York
$9.03M +$201K +5,161 +2%
WDA
130
Wendell David Associates
New Hampshire
$9M +$316K +8,138 +4%
CS
131
Credit Suisse
Switzerland
$8.97M -$1.28M -32,860 -13%
FAP
132
Financial Advisory Partners
Florida
$8.97M +$8.84M +227,389 New
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$8.96M +$509K +13,096 +6%
SWM
134
Spire Wealth Management
Virginia
$8.96M +$2.48M +63,940 +39%
MWA
135
Moser Wealth Advisors
Washington
$8.94M +$36.2K +932 +0.4%
MM
136
Main Management
California
$8.91M -$89.9K -2,314 -1%
AIA
137
Angeles Investment Advisors
California
$8.85M +$139K +3,578 +2%
AFS
138
Aft Forsyth & Sober
Florida
$8.65M -$17.5K -450 -0.2%
QIM
139
Quest Investment Management
Oregon
$8.6M +$122K +3,150 +1%
PAS
140
Park Avenue Securities
New York
$8.58M -$57.6K -1,481 -0.7%
K
141
Kemper
Illinois
$8.54M
AWS
142
AJ Wealth Strategies
New York
$8.4M +$3.04M +78,171 +58%
GTAM
143
Global Trust Asset Management
Florida
$8.32M +$748K +19,236 +10%
FW
144
FirstPurpose Wealth
Utah
$8.1M +$7.98M +205,469 New
MBT
145
Montecito Bank & Trust
California
$8.08M +$482K +12,396 +6%
Renaissance Technologies
146
Renaissance Technologies
New York
$7.99M +$7.87M +202,600 New
CCT
147
Country Club Trust
Missouri
$7.76M +$472K +12,153 +7%
PPA
148
Parametric Portfolio Associates
Washington
$7.64M -$5.7M -146,582 -43%
NA
149
NewEdge Advisors
Louisiana
$7.62M +$3.37M +86,644 +81%
TCPWM
150
Traverso Chambers Private Wealth Management
California
$7.52M +$194 +5 +0%

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.