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iShares Preferred and Income Securities ETF

964 hedge funds and large institutions have $8.19B invested in iShares Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 468 increasing their positions, 260 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 260

38% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 60

11% more capital invested

Capital invested by funds: $7.39B → $8.19B (+$800M)

1.42% more ownership

Funds ownership: 40.24%41.66% (+1.4%)

1% more funds holding

Funds holding: 953964 (+11)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

88% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $36.5M

Holders
964
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
16.78%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
83
Increased
468
Reduced
260
Closed
60
Calls
$4.25M
Puts
$36.5M
Net Calls
-$32.2M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Albion Financial Group
Utah
$3.78M +$3.73M +96,195 New
SIC
227
Salem Investment Counselors
North Carolina
$3.78M +$217K +5,590 +6%
DE
228
Day & Ennis
Georgia
$3.75M +$754K +19,477 +26%
OC
229
Oppenheimer & Co
New York
$3.74M +$402K +10,366 +12%
PWW
230
Pettyjohn Wood & White
Virginia
$3.66M +$227K +5,865 +7%
BWAM
231
Boyd Watterson Asset Management
Ohio
$3.6M
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59M +$50.6K +1,306 +1%
CWM
233
Centric Wealth Management
Illinois
$3.56M +$136K +3,518 +4%
Marshall Wace
234
Marshall Wace
United Kingdom
$3.54M +$3.49M +90,123 New
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
$3.49M -$7.55M -195,000 -69%
IBOK
236
Independence Bank of Kentucky
Kentucky
$3.47M +$101K +2,600 +3%
Asset Management One
237
Asset Management One
Japan
$3.42M -$265K -6,833 -7%
MIAN
238
Mariner Independent Advisor Network
Kansas
$3.42M +$1.17M +30,288 +53%
AWM
239
Atticus Wealth Management
Florida
$3.38M +$56.6K +1,461 +2%
HI
240
Harbour Investments
Wisconsin
$3.37M +$205K +5,289 +7%
SAMT
241
Select Asset Management & Trust
Pennsylvania
$3.32M +$3.27M +84,294 New
HSA
242
HBK Sorce Advisory
Pennsylvania
$3.31M +$1.39M +35,785 +74%
PWM
243
Paulson Wealth Management
Illinois
$3.31M +$50K +1,291 +2%
GSBTD
244
Glenview State Bank Trust Department
Illinois
$3.3M +$3.87K +100 +0.1%
IA
245
IFP Advisors
Florida
$3.3M +$133K +3,441 +4%
AWS
246
AJ Wealth Strategies
New York
$3.26M
HWA
247
HCR Wealth Advisors
California
$3.26M +$102K +2,623 +3%
GW
248
GW & Wade
Massachusetts
$3.25M +$68.6K +1,771 +2%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$3.23M
CW
250
CreativeOne Wealth
Kansas
$3.2M +$448K +11,570 +17%

PFF Hedge Fund Activity: Q2 2021 in Review

964 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2021, worth a combined $8.19B — up 11% from $7.39B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PFF positions and 60 closed out — a net gain of 23 holders — while 468 added to existing stakes and 260 trimmed.

The largest buyer was Bank of America, adding an estimated $223M. The largest seller was Goldman Sachs, cutting an estimated $129M.

  • 964 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2021, up from 953 in Q1 2021.
  • Funds reported $8.19B of iShares Preferred and Income Securities ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 83 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2021 and 60 closed out, a net change of +23 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2021 was Bank of America, an estimated $223M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2021 was Goldman Sachs, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2021.