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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
AAP
301
Arax Advisory Partners
Colorado
$2.53M -$251K -6,402 -9%
CAAS
302
Capital Asset Advisory Services
Michigan
$2.53M +$290K +7,403 +13%
PAG
303
Private Advisory Group
Washington
$2.52M +$839K +21,389 +49%
WB
304
WesBanco Bank
West Virginia
$2.52M +$471 +12 +0%
CWM
305
Chronos Wealth Management
Florida
$2.52M -$20K -510 -0.8%
TA
306
TFG Advisers
Michigan
$2.51M +$73.7K +1,878 +3%
QAM
307
Q3 Asset Management
Michigan
$2.51M +$2.54M +64,745 New
CHC
308
City Holding Co
West Virginia
$2.49M -$454K -11,570 -15%
FTS
309
Fifth Third Securities
Ohio
$2.48M +$2.51M +64,016 New
SFG
310
StrategIQ Financial Group
Indiana
$2.47M +$315K +8,034 +14%
RIA
311
Realta Investment Advisors
Delaware
$2.45M +$9.77K +249 +0.4%
CGH
312
CMG Global Holdings
Texas
$2.45M +$171K +4,353 +7%
FANJ
313
Financial Architects (New Jersey)
New Jersey
$2.44M +$79K +2,014 +3%
CT
314
Coastline Trust
Rhode Island
$2.42M +$236K +6,020 +11%
BCM
315
Brookstone Capital Management
Illinois
$2.42M +$81.1K +2,068 +3%
MOS
316
MGO One Seven
Ohio
$2.4M +$363K +9,244 +18%
SSW
317
Smith Shellnut Wilson
Mississippi
$2.4M +$898K +22,904 +59%
TA
318
TrueWealth Advisors
Alabama
$2.37M +$1.4M +35,611 +140%
FAM
319
Flaharty Asset Management
Florida
$2.35M -$85.8K -2,187 -3%
FNBOSM
320
First National Bank of South Miami
Florida
$2.34M +$18.7K +477 +0.8%
BST
321
Bath Savings Trust
Maine
$2.3M +$293K +7,475 +14%
LPIC
322
LeJeune Puetz Investment Counsel
Michigan
$2.29M +$588 +15 +0%
Wolverine Trading
323
Wolverine Trading
Illinois
$2.26M +$352K +8,986 +18%
LA
324
Latitude Advisors
Florida
$2.25M +$1.03M +26,262 +83%
BRWM
325
B. Riley Wealth Management
Tennessee
$2.24M +$1.05M +26,826 +87%

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.