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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
RCA
526
Ranch Capital Advisors
Florida
$821K -$54K -1,376 -6%
CSPIA
527
Cary Street Partners Investment Advisory
Virginia
$816K +$79.6K +2,030 +11%
CA
528
Cumberland Advisors
Florida
$815K
VA
529
Valmark Advisers
Ohio
$812K -$30.3K -773 -4%
I2I
530
Insight 2811 Inc
Illinois
$810K +$819K +20,877 New
MCM
531
Monument Capital Management
Virginia
$805K -$101K -2,569 -11%
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$802K -$2.51K -64 -0.3%
BG
533
Benedetti & Gucer
Georgia
$800K +$4.47K +114 +0.6%
KCA
534
Karn Couzens & Associates
Connecticut
$790K +$114K +2,916 +17%
EWA
535
EP Wealth Advisors
California
$784K -$55.7K -1,421 -7%
Betterment LLC
536
Betterment LLC
New York
$783K +$48.5K +1,237 +7%
PA
537
Procyon Advisors
Connecticut
$782K +$88.6K +2,259 +13%
Barclays
538
Barclays
United Kingdom
$780K -$11.6M -295,144 -94%
SRC
539
Sage Rhino Capital
California
$777K -$106K -2,702 -12%
EWA
540
Evolution Wealth Advisors
Florida
$771K
MP
541
McDonald Partners
Ohio
$763K +$9.73K +248 +1%
CFG
542
Citizens Financial Group
Rhode Island
$763K +$240K +6,128 +45%
CCA
543
Checchi Capital Advisers
California
$760K
ERWM
544
Elk River Wealth Management
Colorado
$759K +$39 +1 +0%
SIS
545
Sound Income Strategies
Florida
$758K -$339K -8,631 -31%
TWM
546
Titus Wealth Management
California
$758K -$1.76K -45 -0.2%
SMC
547
Smith, Moore & Co
Missouri
$758K +$902 +23 +0.1%
Cerity Partners
548
Cerity Partners
New York
$758K +$338K +8,625 +79%
HWM
549
Hohimer Wealth Management
Washington
$756K -$16.4K -417 -2%
AWM
550
Atticus Wealth Management
Florida
$753K -$2.61M -66,617 -77%

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.