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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
HWM
201
Howard Wealth Management
Connecticut
$4.75M +$343K +8,835 +8%
Man Group
202
Man Group
United Kingdom
$4.72M +$1.47M +37,709 +46%
Lido Advisors
203
Lido Advisors
California
$4.71M +$78.3K +2,014 +2%
WC
204
Whitney & Co
New York
$4.69M -$225K -5,795 -5%
DE
205
Day & Ennis
Georgia
$4.65M +$769K +19,788 +20%
RBFC
206
Roman Butler Fullerton & Co
Missouri
$4.63M +$10.8K +279 +0.2%
CAM
207
Cresset Asset Management
Illinois
$4.63M +$1.92M +49,490 +73%
OIA
208
OneDigital Investment Advisors
Kansas
$4.59M +$300K +7,729 +7%
IFG
209
Independent Financial Group
California
$4.54M +$180K +4,640 +4%
MPCG
210
Matrix Private Capital Group
New York
$4.54M +$103K +2,653 +2%
DADC
211
D.A. Davidson & Co
Montana
$4.53M -$238K -6,118 -5%
IAS
212
IMA Advisory Services
Colorado
$4.51M -$916K -23,576 -17%
SPC
213
Sigma Planning Corp
Michigan
$4.47M +$43.3K +1,114 +1%
IAN
214
Integrated Advisors Network
Texas
$4.4M -$101K -2,609 -2%
ST
215
Sageworth Trust
Pennsylvania
$4.37M
SFG
216
Summit Financial Group
West Virginia
$4.34M +$27.2K +700 +0.6%
GAM
217
Grandview Asset Management
Pennsylvania
$4.31M +$4.25M +109,345 New
AC
218
Anson Capital
Georgia
$4.29M +$4.29M +110,438 New
BCM
219
BlueCrest Capital Management
Jersey
$4.27M +$3.69M +94,930 +710%
CA
220
Corrado Advisors
New Jersey
$4.25M +$44.9K +1,156 +1%
JWCA
221
J.W. Cole Advisors
Florida
$4.22M +$4.16M +107,143 New
OC
222
Oppenheimer & Co
New York
$4.19M +$25.1K +646 +0.6%
IWA
223
IBEX Wealth Advisors
New Jersey
$4.19M -$630K -16,202 -13%
HSBC Holdings
224
HSBC Holdings
United Kingdom
$4.19M +$273K +7,016 +7%
PWP
225
Private Wealth Partners
California
$4.18M +$4.12M +106,048 New

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.