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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
Asset Management One
251
Asset Management One
Japan
$3.2M -$176K -4,488 -5%
Man Group
252
Man Group
United Kingdom
$3.19M +$884K +22,538 +38%
FA
253
Fagan Associates
New York
$3.17M +$647K +16,505 +25%
CW
254
CreativeOne Wealth
Kansas
$3.13M -$17.4K -444 -0.5%
LNC
255
Lincoln National Corp
Pennsylvania
$3.1M +$478K +12,175 +18%
CFGS
256
Concourse Financial Group Securities
Alabama
$3.09M +$62.4K +1,590 +2%
HSA
257
HBK Sorce Advisory
Pennsylvania
$3.09M -$181K -4,605 -5%
HIP
258
HUB Investment Partners
Texas
$3.08M -$26.7K -680 -0.8%
FHB
259
First Hawaiian Bank
Hawaii
$3.06M -$1.14M -29,129 -27%
DCM
260
Donaldson Capital Management
Indiana
$3.06M +$21.4K +546 +0.7%
LFASL
261
Lugano Financial Advisors SA (LFA)
Switzerland
$3.05M +$28.3K +722 +0.9%
GCA
262
Greenwood Capital Associates
South Carolina
$3.04M +$29.1K +743 +1%
PHS
263
Pekin Hardy Strauss
Illinois
$3.03M -$7.26K -185 -0.2%
GW
264
GW & Wade
Massachusetts
$3M -$204K -5,195 -6%
SC
265
Sierra Capital
Florida
$2.99M +$57.5K +1,465 +2%
PCIA
266
Prime Capital Investment Advisors
Kansas
$2.99M -$1.79M -45,536 -37%
NL
267
NVWM LLC
Pennsylvania
$2.97M +$188K +4,799 +7%
PSUF
268
People's United Financial
Connecticut
$2.97M +$371K +9,470 +14%
KIA
269
KCM Investment Advisors
California
$2.93M +$24.4K +621 +0.8%
DI
270
Disciplined Investments
Oklahoma
$2.92M +$404K +10,289 +16%
KWM
271
Kingsview Wealth Management
Oregon
$2.9M -$39.8K -1,015 -1%
BAM
272
Banta Asset Management
California
$2.9M
William Blair & Company
273
William Blair & Company
Illinois
$2.9M +$45K +1,148 +2%
MC
274
Mathes Company
New York
$2.9M -$39.2K -1,000 -1%
NB
275
NBT Bank
New York
$2.9M -$4.47K -114 -0.2%

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.