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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
Bank of America
1
Bank of America
North Carolina
$900M -$69.9M -1,797,897 -7%
Morgan Stanley
2
Morgan Stanley
New York
$490M +$51.6M +1,328,027 +12%
Wells Fargo
3
Wells Fargo
California
$432M +$286K +7,358 +0.1%
US Bancorp
4
US Bancorp
Minnesota
$327M +$241M +6,191,667 +293%
UBS Group
5
UBS Group
Switzerland
$289M +$5.94M +152,786 +2%
AB
6
Aozora Bank
Japan
$281M -$74M -1,903,954 -21%
LPL Financial
7
LPL Financial
California
$215M +$9.23M +237,509 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$212M +$8.13M +209,184 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$203M +$2.87M +73,843 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$191M +$3.67M +94,403 +2%
BlackRock
11
BlackRock
New York
$179M -$9.83M -252,916 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$141M -$2.45M -63,128 -2%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$139M +$13.5M +346,200 +11%
SW
14
SVB Wealth
Massachusetts
$93.9M -$6.15M -158,256 -6%
Truist Financial
15
Truist Financial
North Carolina
$90.8M +$5.82M +149,758 +7%
KeyBank National Association
16
KeyBank National Association
Ohio
$85.1M +$4M +102,838 +5%
Ameriprise
17
Ameriprise
Minnesota
$79.4M -$9.84M -253,149 -11%
HCM
18
Hilton Capital Management
New York
$78.3M +$4.3M +110,529 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$75.6M +$14.9M +382,360 +25%
FIB
20
First Interstate Bank
Montana
$73.8M +$607K +15,608 +0.8%
Mariner
21
Mariner
Kansas
$72.6M +$2.36M +60,669 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$69.7M -$1.34M -34,475 -2%
Deutsche Bank
23
Deutsche Bank
Germany
$66.5M +$660K +16,995 +1%
CF
24
Clarity Financial
Texas
$61.6M +$5.97M +153,511 +11%
EWM
25
Edge Wealth Management
New York
$61.1M +$2.8M +72,175 +5%

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.