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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
BOM
401
Bank of Marin
California
$1.48M -$19.1K -486 -1%
SG
402
StoneX Group
New York
$1.48M +$66.3K +1,690 +5%
WA
403
Wealthstar Advisors
Texas
$1.47M -$849K -21,641 -36%
YIA
404
YHB Investment Advisors
Connecticut
$1.47M +$1.49M +37,866 New
CCA
405
Clearwater Capital Advisors
Illinois
$1.46M -$26.4K -672 -2%
PFT
406
Providence First Trust
Arizona
$1.46M
FFS
407
Founders Financial Securities
Maryland
$1.45M +$129K +3,287 +10%
PBF
408
Petix & Botte Financial
California
$1.45M +$695K +17,710 +90%
FIM
409
Freedom Investment Management
Connecticut
$1.44M +$11.7K +297 +0.8%
NCG
410
Newport Capital Group
New Jersey
$1.44M
SFS
411
Sowell Financial Services
Arkansas
$1.44M +$207K +5,269 +17%
HW
412
Hedeker Wealth
Illinois
$1.43M +$1.45M +36,911 New
RJT
413
Raymond James Trust
Florida
$1.42M +$13.8K +353 +1%
CC
414
Cornerstone Capital
California
$1.41M +$22.2K +565 +2%
OCM
415
Orion Capital Management
California
$1.4M +$118K +3,000 +9%
LWA
416
Lineweaver Wealth Advisors
Ohio
$1.38M -$452K -11,529 -24%
PWMAG
417
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M
MGI
418
MayTech Global Investments
New York
$1.37M +$374K +9,535 +37%
CCP
419
Corient Capital Partners
California
$1.37M
Lazard Asset Management
420
Lazard Asset Management
New York
$1.35M
IIM
421
Ipswich Investment Management
Massachusetts
$1.35M +$173K +4,400 +14%
KA
422
Kovack Advisors
Florida
$1.34M +$334K +8,527 +33%
BOTW
423
Bank of the West
California
$1.33M +$148K +3,774 +12%
Capital Fund Management (CFM)
424
Capital Fund Management (CFM)
France
$1.33M +$288K +7,337 +27%
HWA
425
Heritage Wealth Advisors
Virginia
$1.32M

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.