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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
AIC
376
Ameritas Investment Company
Nebraska
$1.63M +$494K +12,750 +51%
BJL
377
Brighton Jones LLC
Washington
$1.6M -$116K -3,001 -7%
SWP
378
Summit Wealth Partners
Florida
$1.6M +$136K +3,500 +9%
BP
379
Ballentine Partners
Massachusetts
$1.6M +$18.4K +476 +1%
EFS
380
Essex Financial Services
Connecticut
$1.6M
CT
381
Caldwell Trust
Florida
$1.58M +$205K +5,282 +15%
MFG
382
Magnus Financial Group
New York
$1.56M +$991K +25,594 +181%
EDRH
383
Edmond de Rothschild Holding
Switzerland
$1.56M
SSW
384
Smith Shellnut Wilson
Mississippi
$1.53M +$20.3K +525 +1%
CCT
385
Capital City Trust
Florida
$1.53M +$38.2K +985 +3%
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52M +$34.9K +900 +2%
ACP
387
Aviance Capital Partners
Florida
$1.52M +$213K +5,508 +17%
BOM
388
Bank of Marin
California
$1.52M -$50.2K -1,297 -3%
VC
389
Vicus Capital
Pennsylvania
$1.51M +$121K +3,117 +9%
SS
390
Simplicity Solutions
Minnesota
$1.51M +$563K +14,536 +61%
TWA
391
TPB Wealth Advisors
Texas
$1.51M -$62.9K -1,625 -4%
TAM
392
Tocqueville Asset Management
New York
$1.51M -$39.1K -1,009 -3%
CCA
393
Clearwater Capital Advisors
Illinois
$1.51M -$36.1K -933 -2%
KP
394
Keel Point
Alabama
$1.49M -$387K -9,984 -21%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$1.49M +$812K +20,971 +125%
PWM
396
Peterson Wealth Management
Nevada
$1.48M +$1.46M +37,683 New
PFT
397
Providence First Trust
Arizona
$1.48M -$29.1K -750 -2%
NCG
398
Newport Capital Group
New Jersey
$1.46M
FIM
399
Freedom Investment Management
Connecticut
$1.45M +$426 +11 +0%
CA
400
Calton & Associates
Florida
$1.44M +$166K +4,277 +13%

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.