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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
AFWM
176
AMJ Financial Wealth Management
Virginia
$6.23M +$624K +16,061 +11%
BFC
177
Blue Fin Capital
Rhode Island
$6.17M +$59.7K +1,536 +1%
ISWM
178
Independent Solutions Wealth Management
New York
$6.15M -$420K -10,810 -6%
FPS
179
Fieldpoint Private Securities
Connecticut
$6.11M +$147K +3,775 +2%
BWA
180
BDO Wealth Advisors
Florida
$6.08M +$73.4K +1,888 +1%
PWPCM
181
Perella Weinberg Partners Capital Management
New York
$5.94M
SCI
182
Stableford Capital II
Arizona
$5.87M +$5.57M +143,321 +1,292%
SPIA
183
Steward Partners Investment Advisory
New York
$5.78M +$137K +3,520 +2%
MCM
184
McRae Capital Management
New Jersey
$5.77M +$675K +17,362 +13%
Franklin Resources
185
Franklin Resources
California
$5.71M -$125K -3,225 -2%
CFMC
186
Curbstone Financial Management Corp
New Hampshire
$5.59M +$210K +5,400 +4%
GDP
187
Great Diamond Partners
Maine
$5.54M +$484K +12,454 +10%
ACM
188
Azimuth Capital Management
Michigan
$5.52M +$70.5K +1,815 +1%
KOMWMG
189
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M +$5.37M +138,084 New
SWP
190
Stratos Wealth Partners
Ohio
$5.42M +$292K +7,506 +6%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$5.41M +$5.33M +137,032 New
SDAM
192
Shulman DeMeo Asset Management
New York
$5.36M -$189K -4,872 -3%
SIAP
193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.36M +$158K +4,077 +3%
RA
194
RFG Advisory
Alabama
$5.25M -$20.2K -521 -0.4%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$5.25M +$142K +3,650 +3%
Millennium Management
196
Millennium Management
New York
$5.24M -$480K -12,348 -9%
HCM
197
HMS Capital Management
Tennessee
$5.15M +$59.6K +1,534 +1%
SC
198
SouthState Corp
Florida
$5.14M +$1.82M +46,717 +56%
PIA
199
Powell Investment Advisors
Florida
$5.04M -$26.9K -693 -0.5%
MLM
200
Mount Lucas Management
Pennsylvania
$5.04M -$609K -15,680 -11%

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.