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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
LA
426
Latitude Advisors
Florida
$1.25M +$853K +22,032 +229%
KS
427
Karpas Strategies
Connecticut
$1.24M -$107K -2,750 -8%
WJA
428
Willis Johnson & Associates
Texas
$1.24M +$1.63K +42 +0.1%
SA
429
Shilanski & Associates
Alaska
$1.24M +$140K +3,627 +13%
RVPG
430
Relative Value Partners Group
$1.24M +$590K +15,229 +94%
SS
431
Sunbelt Securities
Texas
$1.23M -$110K -2,835 -8%
SCA
432
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M
BRWM
433
B. Riley Wealth Management
Tennessee
$1.22M +$15.5K +400 +1%
C
434
Clearshares
New York
$1.21M +$14.9K +384 +1%
FFBTD
435
First Financial Bank - Trust Division
Ohio
$1.21M +$120K +3,087 +11%
BOTW
436
Bank of the West
California
$1.2M +$59.8K +1,544 +5%
AWM
437
Apollon Wealth Management
South Carolina
$1.2M +$226K +5,830 +24%
IIM
438
Ipswich Investment Management
Massachusetts
$1.2M +$945K +24,400 +407%
PA
439
Parallel Advisors
California
$1.19M +$201K +5,200 +21%
TCA
440
Transcend Capital Advisors
New Jersey
$1.19M -$94.1K -2,430 -7%
BSW
441
Buckingham Strategic Wealth
Missouri
$1.19M +$281K +7,247 +32%
RRWA
442
Rainey & Randall Wealth Advisors
Florida
$1.18M +$6.12K +158 +0.5%
JG
443
Jefferies Group
New York
$1.18M +$81K +2,090 +7%
TCA
444
Taconic Capital Advisors
New York
$1.18M +$1.16M +30,000 New
RBCM
445
Raub Brock Capital Management
California
$1.17M -$452K -11,675 -28%
EWM
446
Evercore Wealth Management
New York
$1.17M
SLA
447
Silver Lake Advisory
Utah
$1.16M -$52.4K -1,354 -4%
CFP
448
Curran Financial Partners
South Carolina
$1.15M +$805K +20,791 +248%
KWMG
449
King Wealth Management Group
Florida
$1.14M +$64.5K +1,665 +6%
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$1.14M +$1.12M +28,956 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.