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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
TWM
526
Titus Wealth Management
California
$767K -$76.6K -1,978 -9%
MP
527
McDonald Partners
Ohio
$764K -$58.1K -1,500 -7%
FHA
528
First Horizon Advisors
Tennessee
$763K +$154K +3,985 +26%
RIG
529
Roosevelt Investment Group
New York
$760K -$617K -15,930 -45%
PCM
530
Parsons Capital Management
Rhode Island
$759K
GEA
531
Glen Eagle Advisors
New Jersey
$754K -$7.79K -201 -1%
FWP
532
Falcon Wealth Planning
California
$752K -$2.25K -58 -0.3%
TWM
533
Tradition Wealth Management
Minnesota
$749K +$105K +2,700 +17%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$748K +$70.4K +1,818 +11%
Betterment LLC
535
Betterment LLC
New York
$745K +$581 +15 +0.1%
NFG
536
Next Financial Group
Texas
$740K +$47K +1,214 +7%
SFG
537
Sage Financial Group
Pennsylvania
$739K +$63.6K +1,643 +10%
HIA
538
Harbor Investment Advisory
Maryland
$738K
WPW
539
Waldron Private Wealth
Pennsylvania
$729K
EGA
540
E&G Advisors
Texas
$727K -$716K -18,476 Closed
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$726K -$168K -4,339 -19%
FMC
542
First Merchants Corp
Indiana
$726K +$38.7K +1,000 +6%
SXL
543
Summit X LLC
Missouri
$724K -$15.1K -391 -2%
ATPW
544
Ashton Thomas Private Wealth
Arizona
$718K +$168K +4,334 +31%
IFA
545
Interactive Financial Advisors
Illinois
$717K +$325K +8,398 +85%
AOWM
546
Alpha Omega Wealth Management
Virginia
$711K +$6.28K +162 +0.9%
MWM
547
Mattern Wealth Management
Kansas
$710K +$211K +5,437 +43%
ST
548
Somerset Trust
Pennsylvania
$709K +$176K +4,535 +34%
PA
549
Procyon Advisors
Connecticut
$704K +$187K +4,824 +37%
OFA
550
Oak Family Advisors
Illinois
$695K -$152K -3,923 -18%

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.