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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
SG
401
StoneX Group
New York
$1.43M +$69.2K +1,787 +5%
RJT
402
Raymond James Trust
Florida
$1.43M +$118K +3,041 +9%
HFA
403
High Falls Advisors
New York
$1.43M -$3.24M -83,565 -70%
AP
404
Advisors Preferred
Maryland
$1.42M -$89.1K -2,300 -6%
IA
405
IFG Advisory
Georgia
$1.41M +$139K +3,581 +11%
CC
406
Cornerstone Capital
California
$1.41M +$232K +6,000 +20%
PWMAG
407
Pinnacle Wealth Management Advisory Group
New Jersey
$1.4M +$261K +6,730 +23%
CCP
408
Corient Capital Partners
California
$1.38M
NAG
409
Northstar Advisory Group
New Jersey
$1.38M +$48.4K +1,250 +4%
DC
410
Davenport & Co
Virginia
$1.38M +$102K +2,646 +8%
FFS
411
Founders Financial Securities
Maryland
$1.34M -$91.8K -2,370 -7%
HWA
412
Heritage Wealth Advisors
Virginia
$1.34M -$145K -3,735 -10%
BSA
413
Bull Street Advisors
Georgia
$1.34M -$152K -3,914 -10%
MWA
414
Meridian Wealth Advisors
Texas
$1.33M +$29.8K +769 +2%
RWM
415
Ritholtz Wealth Management
New York
$1.32M -$1.67K -43 -0.1%
B
416
Bellecapital
Switzerland
$1.31M +$2.94K +76 +0.2%
OCM
417
Orion Capital Management
California
$1.3M
PGAM
418
Princeton Global Asset Management
New Jersey
$1.3M -$15.5K -401 -1%
SRSA
419
S.R. Schill & Associates
Washington
$1.29M +$1.27M +32,867 New
IF
420
Ironwood Financial
Arizona
$1.29M +$77 +2 +0%
AIP
421
Ameritas Investment Partners
Nebraska
$1.28M +$162K +4,193 +15%
CANC
422
Culbertson A N & Co
Virginia
$1.27M +$100K +2,590 +9%
Northern Trust
423
Northern Trust
Illinois
$1.26M +$326K +8,428 +36%
BKA
424
Brick & Kyle Associates
Pennsylvania
$1.25M +$79.3K +2,047 +7%
SFS
425
Sowell Financial Services
Arkansas
$1.25M -$54.4K -1,404 -4%

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.