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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
WWM
451
Windsor Wealth Management
Indiana
$1.19M +$303K +7,727 +34%
SWM
452
SeaCrest Wealth Management
New York
$1.18M +$65.3K +1,666 +6%
PA
453
Parallel Advisors
California
$1.18M +$39 +1 +0%
RRWA
454
Rainey & Randall Wealth Advisors
Florida
$1.17M +$6.12K +156 +0.5%
JG
455
Jefferies Group
New York
$1.17M +$2.9K +74 +0.2%
TCA
456
Taconic Capital Advisors
New York
$1.16M
TH
457
TCTC Holdings
Texas
$1.16M +$65.2K +1,661 +6%
ASFA
458
All Season Financial Advisors
Colorado
$1.16M +$1.17M +29,841 New
IWM
459
IHT Wealth Management
Illinois
$1.16M +$1.17M +29,850 New
RBCM
460
Raub Brock Capital Management
California
$1.16M
DWMG
461
DB Wealth Management Group
California
$1.16M +$49.8K +1,270 +4%
SLA
462
Silver Lake Advisory
Utah
$1.15M +$6.79K +173 +0.6%
TCA
463
Transcend Capital Advisors
New Jersey
$1.15M -$30.2K -769 -3%
EWM
464
Evercore Wealth Management
New York
$1.15M
MA
465
MONECO Advisors
Connecticut
$1.14M +$637K +16,251 +124%
FAT
466
First American Trust
California
$1.11M +$21.8K +557 +2%
AI
467
Atria Investments
North Carolina
$1.11M +$1.12M +28,599 New
WI
468
WrapManager Inc
California
$1.1M -$4.16K -106 -0.4%
WAM
469
Weatherly Asset Management
California
$1.1M -$941 -24 -0.1%
1WM
470
1900 Wealth Management
Texas
$1.1M +$22.6K +577 +2%
AFC
471
AFT Forsyth & Company
Florida
$1.1M +$69.9K +1,782 +7%
PWLP
472
Prio Wealth Limited Partnership
Massachusetts
$1.1M
5L
473
55I LLC
Massachusetts
$1.09M +$780K +19,881 +241%
CAL
474
Capital Advisors Ltd
Ohio
$1.09M +$42.5K +1,084 +4%
TWM
475
Tradition Wealth Management
Minnesota
$1.08M +$343K +8,748 +46%

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.