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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
DWT
501
Dorsey & Whitney Trust
South Dakota
$916K
WWM
502
Windsor Wealth Management
Indiana
$903K +$309K +7,973 +53%
ACM
503
AlphaStar Capital Management
North Carolina
$897K +$374K +9,659 +73%
SRC
504
Sage Rhino Capital
California
$894K -$18.2K -471 -2%
RCA
505
Ranch Capital Advisors
Florida
$886K -$7.17K -185 -0.8%
SW
506
SkyOak Wealth
Michigan
$885K -$2.13K -55 -0.2%
NA
507
Nottingham Advisors
New York
$878K
KPWS
508
Kestra Private Wealth Services
Texas
$877K +$43.1K +1,112 +5%
COF
509
Capital One Financial
Virginia
$875K -$25.4K -655 -3%
VA
510
Valmark Advisers
Ohio
$853K -$143K -3,697 -15%
EWA
511
EP Wealth Advisors
California
$850K -$97.7K -2,521 -10%
DCM
512
Delta Capital Management
New Jersey
$846K -$34.5K -890 -4%
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$837K +$239K +6,160 +41%
WCM
514
WealthBridge Capital Management
Ohio
$831K +$18K +464 +2%
CA
515
Cumberland Advisors
Florida
$826K
SBIA
516
Sheaff Brock Investment Advisors
Indiana
$815K -$20.8K -538 -3%
BG
517
Benedetti & Gucer
Georgia
$807K +$43.3K +1,117 +6%
PWM
518
Perigon Wealth Management
California
$790K +$221K +5,710 +40%
HWM
519
Hohimer Wealth Management
Washington
$783K +$8.52K +220 +1%
EWA
520
Evolution Wealth Advisors
Florida
$781K
PBF
521
Petix & Botte Financial
California
$774K -$20.3K -525 -3%
SFP
522
Sterling Financial Planning
New Jersey
$771K -$16.7K -432 -2%
ERWM
523
Elk River Wealth Management
Colorado
$770K -$28.8K -744 -4%
CCA
524
Checchi Capital Advisers
California
$770K
SMC
525
Smith, Moore & Co
Missouri
$768K -$23.6K -608 -3%

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.