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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
GWM
326
GSB Wealth Management
Connecticut
$2.17M +$294K +7,589 +16%
GC
327
Guggenheim Capital
Illinois
$2.1M +$585K +15,108 +39%
CTC
328
Central Trust Company
Missouri
$2.1M +$130K +3,350 +7%
BEI
329
Benjamin Edwards Inc
Missouri
$2.08M +$149K +3,843 +8%
APWA
330
Atlas Private Wealth Advisors
New Jersey
$2.08M -$2.94M -75,800 -59%
BAM
331
Belpointe Asset Management
Nevada
$2.07M -$39.1K -1,010 -2%
FI
332
Financial Insights
Washington
$2.06M
Prudential Financial
333
Prudential Financial
New Jersey
$2.05M +$1.54M +39,730 +318%
SCG
334
Sonata Capital Group
Washington
$2.05M +$2.44K +63 +0.1%
SW
335
StrongBox Wealth
Missouri
$2.05M +$331K +8,556 +20%
LWANC
336
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.04M +$175K +4,520 +10%
MOS
337
MGO One Seven
Ohio
$2.04M -$249K -6,436 -11%
BST
338
Bath Savings Trust
Maine
$2.04M +$223K +5,765 +13%
WWM
339
Western Wealth Management
Colorado
$2.03M +$44.9K +1,160 +2%
BFPW
340
BOK Financial Private Wealth
Colorado
$2.02M
WPC
341
White Pine Capital
Minnesota
$1.99M +$24.5K +633 +1%
GTAM
342
Global Trust Asset Management
Florida
$1.97M +$1.53M +39,492 +369%
PA
343
PFG Advisors
Arizona
$1.95M +$107K +2,767 +6%
V
344
Veritable
Delaware
$1.95M +$178K +4,585 +10%
Wolverine Trading
345
Wolverine Trading
Illinois
$1.92M +$1.9M +49,069 New
MA
346
Montag & Associates
Georgia
$1.9M -$6.97K -180 -0.4%
AWM
347
Altium Wealth Management
New York
$1.9M -$250K -6,459 -12%
AWM
348
Accel Wealth Management
Iowa
$1.89M +$222K +5,735 +14%
PFPT
349
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.88M +$975K +25,161 +111%
PWA
350
Pinnacle Wealth Advisors
Tennessee
$1.88M +$1.86M +47,908 New

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.