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
UMC
501
United Maritime Capital
New York
$980K +$539K +13,750 +120%
TNBTD
502
Trustmark National Bank Trust Department
Mississippi
$973K +$301K +7,673 +44%
CSIA
503
Charles Schwab Investment Advisory
California
$972K -$17.1K -437 -2%
COF
504
Capital One Financial
Virginia
$961K +$98.4K +2,508 +11%
MC
505
Moors & Cabot
Massachusetts
$956K -$26.5K -675 -3%
BHWM
506
Bar Harbor Wealth Management
New Hampshire
$952K +$127K +3,250 +15%
EAMA
507
EFG Asset Management (Americas)
Florida
$937K +$3.22K +82 +0.3%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$934K +$220K +5,613 +30%
Northern Trust
509
Northern Trust
Illinois
$933K -$316K -8,068 -25%
JIC
510
Joel Isaacson & Co
New York
$925K +$824 +21 +0.1%
KP
511
Keel Point
Alabama
$924K -$552K -14,060 -37%
EL
512
EQ LLC
Washington
$901K -$14.7K -376 -2%
BC
513
Burney Company
Virginia
$892K -$61.8K -1,575 -6%
NFG
514
Next Financial Group
Texas
$874K +$146K +3,710 +20%
NA
515
Nottingham Advisors
New York
$867K
KPWS
516
Kestra Private Wealth Services
Texas
$859K -$6.75K -172 -0.8%
SW
517
SkyOak Wealth
Michigan
$853K -$20.9K -532 -2%
Mackenzie Financial
518
Mackenzie Financial
Ontario, Canada
$849K -$2.36M -60,156 -73%
VCM
519
Virtue Capital Management
Tennessee
$848K +$335K +8,537 +64%
FCA
520
FinTrust Capital Advisors
South Carolina
$844K +$533K +13,590 +166%
HAS
521
HBW Advisory Services
California
$843K +$852K +21,713 New
CWM
522
Curi Wealth Management
North Carolina
$840K +$160K +4,088 +23%
TW
523
Transform Wealth
Colorado
$838K -$82.7K -2,109 -9%
DCM
524
Delta Capital Management
New Jersey
$835K
PWM
525
Perigon Wealth Management
California
$832K +$53K +1,350 +7%

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.