We are live on ! Find out more
PFF icon

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
BSA
426
Bull Street Advisors
Georgia
$1.32M
KWMG
427
King Wealth Management Group
Florida
$1.32M +$189K +4,819 +17%
BKA
428
Brick & Kyle Associates
Pennsylvania
$1.31M +$71.4K +1,819 +6%
SRSA
429
S.R. Schill & Associates
Washington
$1.31M +$35.6K +907 +3%
HW
430
Hancock Whitney
Mississippi
$1.31M +$972K +24,767 +277%
B
431
Bellecapital
Switzerland
$1.3M +$2.94K +75 +0.2%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$1.29M -$251K -6,402 -16%
PGAM
433
Princeton Global Asset Management
New Jersey
$1.28M +$6.43K +164 +0.5%
KS
434
Karpas Strategies
Connecticut
$1.26M +$17.7K +450 +1%
IF
435
Ironwood Financial
Arizona
$1.26M -$15.1K -385 -1%
MWA
436
Meridian Wealth Advisors
Texas
$1.25M -$67.9K -1,732 -5%
FLPIM
437
F.L. Putnam Investment Management
Massachusetts
$1.25M +$123K +3,132 +11%
BAM
438
Barrett Asset Management
New York
$1.24M +$195K +4,975 +18%
RWM
439
Ritholtz Wealth Management
New York
$1.24M -$59.5K -1,518 -5%
TWA
440
TPB Wealth Advisors
Texas
$1.24M -$255K -6,505 -17%
ACM
441
AlphaStar Capital Management
North Carolina
$1.23M +$342K +8,711 +38%
DC
442
Davenport & Co
Virginia
$1.23M -$139K -3,532 -10%
SS
443
Sunbelt Securities
Texas
$1.23M
RVPG
444
Relative Value Partners Group
$1.22M +$5.8K +148 +0.5%
C
445
Clearshares
New York
$1.22M +$30.1K +768 +2%
FMC
446
First Merchants Corp
Indiana
$1.22M +$507K +12,935 +70%
WJA
447
Willis Johnson & Associates
Texas
$1.22M -$8.51K -217 -0.7%
DAS
448
Dynamic Advisor Solutions
Arizona
$1.22M -$7.7M -196,181 -86%
ST
449
Somerset Trust
Pennsylvania
$1.21M +$514K +13,111 +73%
SCA
450
STALEY CAPITAL ADVISERS
Pennsylvania
$1.2M -$3.92K -100 -0.3%

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.