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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
SC
326
Slow Capital
California
$2.24M -$15.7K -399 -0.7%
DIP
327
DT Investment Partners
Pennsylvania
$2.23M +$51.8K +1,320 +2%
CPIG
328
Chicago Partners Investment Group
Illinois
$2.22M +$13.2K +337 +0.6%
LWANC
329
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.22M +$205K +5,215 +10%
LFAS
330
Level Four Advisory Services
Texas
$2.21M -$663K -16,896 -23%
FWA
331
FOCUS Wealth Advisors
Texas
$2.19M +$44.8K +1,142 +2%
APWA
332
Atlas Private Wealth Advisors
New Jersey
$2.13M +$78.5K +2,000 +4%
1832 Asset Management
333
1832 Asset Management
Ontario, Canada
$2.1M +$284K +7,234 +16%
WA
334
Winfield Associates
Ohio
$2.09M -$221K -5,640 -9%
CTC
335
Central Trust Company
Missouri
$2.07M
WPC
336
White Pine Capital
Minnesota
$2.06M +$104K +2,646 +5%
BFPW
337
BOK Financial Private Wealth
Colorado
$2.06M +$67K +1,708 +3%
NEPWA
338
New England Private Wealth Advisors
Massachusetts
$2M +$184K +4,700 +10%
SW
339
StrongBox Wealth
Missouri
$2M -$25K -637 -1%
HFA
340
High Falls Advisors
New York
$1.99M +$587K +14,953 +41%
State of Tennessee, Department of Treasury
341
State of Tennessee, Department of Treasury
Tennessee
$1.98M -$1.48M -37,800 -43%
SCG
342
Sonata Capital Group
Washington
$1.96M -$68.6K -1,750 -3%
CF
343
Centaurus Financial
California
$1.95M +$301K +7,663 +18%
CT
344
Caldwell Trust
Florida
$1.95M +$397K +10,122 +25%
BAM
345
Baldrige Asset Management
Pennsylvania
$1.94M +$111K +2,825 +6%
NSIM
346
North Star Investment Management
Illinois
$1.92M +$68.6K +1,749 +4%
AHC
347
Adell Harriman & Carpenter
Texas
$1.92M -$890K -22,677 -31%
OPS
348
Orion Portfolio Solutions
Nebraska
$1.91M -$635K -16,197 -25%
AWM
349
Accel Wealth Management
Iowa
$1.89M +$27K +688 +1%
MA
350
Montag & Associates
Georgia
$1.88M +$2.2K +56 +0.1%

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.