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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
GWM
551
Greenwich Wealth Management
Connecticut
$694K +$3.72K +96 +0.5%
CWM
552
Curi Wealth Management
North Carolina
$691K +$210K +5,429 +45%
KCA
553
Karn Couzens & Associates
Connecticut
$686K +$319K +8,237 +90%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$684K
GA
555
GoalVest Advisory
New York
$681K +$9.57K +247 +1%
SAS
556
Sanford Advisory Services
Michigan
$680K +$59.1K +1,525 +10%
AMM
557
American Money Management
California
$678K
MFM
558
Mirsky Financial Management
New York
$676K +$344K +8,889 +107%
Simplex Trading
559
Simplex Trading
Illinois
$674K +$664K +17,144 New
ST
560
Sabal Trust
Florida
$668K +$1.32K +34 +0.2%
RSC
561
Red Spruce Capital
Pennsylvania
$668K +$292K +7,549 +80%
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$667K -$12.9K -334 -2%
SCM
563
Stonehearth Capital Management
Massachusetts
$654K
MCM
564
MV Capital Management
Maryland
$652K -$14.6K -377 -2%
WHG
565
Westwood Holdings Group
Texas
$650K +$111K +2,861 +21%
NIC
566
Northwest Investment Counselors
Oregon
$647K -$61.4K -1,585 -9%
WCG
567
Weaver Consulting Group
California
$646K +$77 +2 +0%
RC
568
Reik & Co
New York
$643K
FHC
569
First Horizon Corporation
Tennessee
$641K +$325K +8,379 +106%
BB
570
Bell Bank
North Dakota
$640K
DIA
571
Dana Investment Advisors
Wisconsin
$631K +$69.8K +1,802 +13%
MFW
572
Meristem Family Wealth
Minnesota
$630K +$213K +5,500 +52%
CA
573
CGN Advisors
Kansas
$630K +$237K +6,109 +62%
PMG
574
ProVise Management Group
Florida
$629K
RFN
575
RDA Financial Network
Iowa
$628K -$111K -2,870 -15%

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.