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iShares Preferred and Income Securities ETF

973 hedge funds and large institutions have $8.21B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 478 increasing their positions, 244 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,972% more call options, than puts

Call options by funds: $336M | Put options by funds: $16.2M

96% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 244

37% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 54

20% more funds holding in top 10

Funds holding in top 10: 4554 (+9)

1% more funds holding

Funds holding: 964973 (+9)

0% more capital invested

Capital invested by funds: $8.19B → $8.21B (+$19.1M)

1.15% less ownership

Funds ownership: 41.66%40.51% (-1.1%)

Holders
973
Holders Change
+9
Holders Change %
+0.93%
% of All Funds
17.03%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
478
Reduced
244
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Albion Financial Group
Utah
$3.8M +$70.3K +1,793 +2%
MAFM
227
Mid Atlantic Financial Management
Pennsylvania
$3.75M +$690K +17,601 +22%
PWW
228
Pettyjohn Wood & White
Virginia
$3.74M +$130K +3,325 +4%
SIC
229
Salem Investment Counselors
North Carolina
$3.71M -$19.4K -495 -0.5%
HI
230
Harbour Investments
Wisconsin
$3.7M +$380K +9,678 +11%
FAIM
231
Financial Advocates Investment Management
Washington
$3.68M +$1.13M +28,872 +44%
CWM
232
Centric Wealth Management
Illinois
$3.67M +$160K +4,068 +4%
DJSG
233
D.J. St. Germain
Massachusetts
$3.67M -$258K -6,566 -6%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.67M +$126K +3,220 +4%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$3.65M -$8.34M -212,569 -69%
BWAM
236
Boyd Watterson Asset Management
Ohio
$3.6M +$45.7K +1,165 +1%
MIAN
237
Mariner Independent Advisor Network
Kansas
$3.57M +$188K +4,789 +6%
GG
238
Golden Green
South Carolina
$3.55M +$3.59M +91,569 New
IBOK
239
Independence Bank of Kentucky
Kentucky
$3.53M +$105K +2,670 +3%
BB
240
Busey Bank
Illinois
$3.47M +$3.51M +89,430 New
HWA
241
HCR Wealth Advisors
California
$3.44M +$223K +5,681 +7%
Comerica Bank
242
Comerica Bank
Texas
$3.36M +$798K +20,345 +31%
NW
243
NewEdge Wealth
Pennsylvania
$3.34M +$1.02M +26,051 +43%
ACM
244
Anfield Capital Management
California
$3.33M +$3.36M +85,667 New
NSB
245
Norway Savings Bank
Maine
$3.3M +$399K +10,174 +14%
CAGAS
246
Capital Advisory Group Advisory Services
Minnesota
$3.28M -$474K -12,074 -12%
SC
247
SouthState Corp
Florida
$3.25M +$1.13M +28,703 +52%
DBIA
248
Dumont & Blake Investment Advisors
New Jersey
$3.25M +$179K +4,557 +6%
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$3.22M +$78.5K +2,000 +2%
IA
250
IFP Advisors
Florida
$3.2M -$56.2K -1,432 -2%

PFF Hedge Fund Activity: Q3 2021 in Review

973 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2021, worth a combined $8.21B — up 0.23% from $8.19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new PFF positions and 54 closed out — a net gain of 20 holders — while 478 added to existing stakes and 244 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $154M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $105M sold.

  • 973 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2021, up from 964 in Q2 2021.
  • Funds reported $8.21B of iShares Preferred and Income Securities ETF stock for Q3 2021, up 0.23% quarter-over-quarter.
  • 74 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2021 and 54 closed out, a net change of +20 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $154M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2021 was Exchange Traded Concepts, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2021.