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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
LHC
276
Little House Capital
Massachusetts
$2.84M +$2.79M +72,091 New
AHC
277
Adell Harriman & Carpenter
Texas
$2.83M -$85.2K -2,200 -3%
NL
278
NVWM LLC
Pennsylvania
$2.83M +$165K +4,249 +6%
AAP
279
Arax Advisory Partners
Colorado
$2.81M +$2.77M +71,554 New
CB
280
Community Bank
New York
$2.81M +$198K +5,115 +8%
CFGF
281
Compass Financial Group (Florida)
Florida
$2.81M -$5.54K -143 -0.2%
NCM
282
Noesis Capital Mangement
Florida
$2.8M +$173K +4,470 +7%
PIMG
283
Patriot Investment Management Group
Tennessee
$2.78M -$45.3K -1,169 -2%
RWG
284
Ratio Wealth Group
Colorado
$2.76M -$40.6K -1,048 -1%
TCM
285
Telos Capital Management
California
$2.75M +$364K +9,392 +16%
BMA
286
Brooks Moore & Associates
Tennessee
$2.73M +$215K +5,550 +9%
CAM
287
Cresset Asset Management
Illinois
$2.67M -$355K -9,161 -12%
LNC
288
Lincoln National Corp
Pennsylvania
$2.67M +$132K +3,407 +5%
JPLA
289
Joseph P. Lucia & Associates
New York
$2.67M -$267K -6,894 -9%
PSUF
290
People's United Financial
Connecticut
$2.64M +$208K +5,361 +9%
HTC
291
Haverford Trust Company
Pennsylvania
$2.63M +$229K +5,906 +10%
BHWA
292
Beacon Harbor Wealth Advisors
Virginia
$2.61M -$91.5K -2,363 -3%
FAIM
293
Financial Advocates Investment Management
Washington
$2.6M +$377K +9,729 +17%
CNFG
294
Creegan & Nassoura Financial Group
New Hampshire
$2.58M -$63.9K -1,650 -2%
OPS
295
Orion Portfolio Solutions
Nebraska
$2.57M +$355K +9,154 +16%
CWM
296
Chronos Wealth Management
Florida
$2.57M -$35.8K -925 -1%
FA
297
Fagan Associates
New York
$2.57M +$2.05M +53,022 +433%
Comerica Bank
298
Comerica Bank
Texas
$2.56M +$887K +22,908 +54%
WB
299
WesBanco Bank
West Virginia
$2.55M +$67.6K +1,744 +3%
DI
300
Disciplined Investments
Oklahoma
$2.55M +$420K +10,852 +20%

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.