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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
JIP
26
Jaffetilchin Investment Partners
Florida
$55.5M +$33.6M +867,352 +155%
Mariner
27
Mariner
Kansas
$53.7M +$412K +10,631 +0.8%
CF
28
Clarity Financial
Texas
$53.3M +$3.54M +91,443 +7%
ECM
29
Evergreen Capital Management
Washington
$52.7M -$758K -19,566 -1%
EWM
30
Edge Wealth Management
New York
$52.1M +$1.13M +29,251 +2%
DCC
31
Dow Chemical Company
Michigan
$50.3M +$49.6M +1,280,000 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$49M +$2.46M +63,607 +5%
SMFG
33
Sumitomo Mitsui Financial Group
Japan
$45.8M +$8.3M +214,378 +23%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$45.1M +$2.52M +65,151 +6%
FMLI
35
Fukoku Mutual Life Insurance
Japan
$44.6M
AIA
36
Angeles Investment Advisors
California
$44.6M +$35.4M +914,601 +417%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$42.8M +$3.01M +77,589 +8%
WF
38
Welch & Forbes
Massachusetts
$40.5M +$1.28M +33,018 +3%
EVM
39
Eaton Vance Management
Massachusetts
$39.4M +$155K +4,000 +0.4%
RJA
40
Raymond James & Associates
Florida
$39.2M +$1.53M +39,547 +4%
CPSAC
41
Chas P. Smith & Associates (CPS)
Florida
$34.7M +$34.1M +880,909 New
SI
42
Stephens Inc
Arkansas
$34.4M +$8.49M +219,164 +33%
JP Morgan Chase
43
JP Morgan Chase
New York
$32.8M +$1.26M +32,651 +4%
MFM
44
MD Financial Management
Ontario, Canada
$31.1M +$1.67M +43,007 +5%
CI
45
Conning Inc
Connecticut
$30.7M
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$30.1M +$1.69M +43,550 +6%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$29.7M -$6.99M -180,483 -19%
Stifel Financial
48
Stifel Financial
Missouri
$29.5M +$2.84M +73,422 +11%
SAMC
49
Spectrum Asset Management (Connecticut)
Connecticut
$28.8M -$3.88M -100,059 -12%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$28.5M +$5.75M +148,411 +26%

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.