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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
DWM
276
Destination Wealth Management
California
$2.88M +$6.83K +174 +0.2%
WT
277
Whittier Trust
California
$2.87M -$43.1K -1,098 -1%
PIMG
278
Patriot Investment Management Group
Tennessee
$2.84M +$91.6K +2,336 +3%
GC
279
Guggenheim Capital
Illinois
$2.82M +$755K +19,253 +36%
TCM
280
Telos Capital Management
California
$2.82M +$108K +2,743 +4%
CB
281
Community Bank
New York
$2.82M +$45.7K +1,165 +2%
NCM
282
Noesis Capital Mangement
Florida
$2.81M +$21.4K +545 +0.8%
DSC
283
Duncker Streett & Co
Missouri
$2.76M -$92.8K -2,365 -3%
LHC
284
Little House Capital
Massachusetts
$2.75M -$48.2K -1,230 -2%
CFGF
285
Compass Financial Group (Florida)
Florida
$2.72M -$50.6K -1,289 -2%
BMA
286
Brooks Moore & Associates
Tennessee
$2.69M -$11.8K -300 -0.4%
BHWA
287
Beacon Harbor Wealth Advisors
Virginia
$2.69M +$113K +2,885 +4%
HTC
288
Haverford Trust Company
Pennsylvania
$2.66M +$67.3K +1,715 +3%
PA
289
PFG Advisors
Arizona
$2.64M +$721K +18,374 +37%
CAM
290
Cresset Asset Management
Illinois
$2.63M -$4.04K -103 -0.2%
RWG
291
Ratio Wealth Group
Colorado
$2.63M -$98.9K -2,522 -4%
JPLA
292
Joseph P. Lucia & Associates
New York
$2.61M -$18.2K -463 -0.7%
AF
293
Advisornet Financial
Minnesota
$2.6M +$191K +4,869 +8%
TCM
294
Traynor Capital Management
Pennsylvania
$2.58M +$341K +8,681 +15%
APP
295
Avantax Planning Partners
Iowa
$2.56M -$4.84M -123,290 -65%
BEI
296
Benjamin Edwards Inc
Missouri
$2.56M +$507K +12,913 +24%
PA
297
Pinnacle Associates
New York
$2.54M +$292K +7,449 +13%
V
298
Veritable
Delaware
$2.54M +$624K +15,900 +32%
MAM
299
MMA Asset Management
Pennsylvania
$2.54M +$29.7K +758 +1%
CNFG
300
Creegan & Nassoura Financial Group
New Hampshire
$2.53M -$11.8K -300 -0.5%

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.