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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
RIG
551
Roosevelt Investment Group
New York
$752K +$2.08K +53 +0.3%
SFG
552
Sage Financial Group
Pennsylvania
$752K +$23.4K +597 +3%
WJWM
553
Williams Jones Wealth Management
New York
$749K +$478K +12,175 +171%
SFP
554
Sterling Financial Planning
New Jersey
$748K -$13.5K -343 -2%
GEA
555
Glen Eagle Advisors
New Jersey
$748K +$4.28K +109 +0.6%
PCM
556
Parsons Capital Management
Rhode Island
$743K -$5.22K -133 -0.7%
RSC
557
Red Spruce Capital
Pennsylvania
$743K +$84.3K +2,150 +13%
LSA
558
Lion Street Advisors
Texas
$737K +$746K +19,022 New
HIA
559
Harbor Investment Advisory
Maryland
$728K
WPW
560
Waldron Private Wealth
Pennsylvania
$719K
EGA
561
E&G Advisors
Texas
$717K +$725K +18,476 New
AAIM
562
Asset Advisors Investment Management
Georgia
$711K +$135K +3,445 +23%
AOWM
563
Alpha Omega Wealth Management
Virginia
$707K +$6.2K +158 +0.9%
MWM
564
Mattern Wealth Management
Kansas
$706K +$118 +3 +0%
SAS
565
Sanford Advisory Services
Michigan
$706K +$35.5K +904 +5%
CCA
566
Cadent Capital Advisors
Oklahoma
$704K +$266K +6,791 +60%
TWA
567
TCI Wealth Advisors
Arizona
$701K +$138K +3,526 +24%
WANY
568
Wealthspire Advisors (New York)
New York
$701K +$708K +18,050 New
CA
569
CGN Advisors
Kansas
$694K +$73.2K +1,866 +12%
SXL
570
Summit X LLC
Missouri
$690K -$27.4K -699 -4%
GWM
571
Greenwich Wealth Management
Connecticut
$685K
KPCM
572
Kings Point Capital Management
New York
$679K -$1.5M -38,250 -69%
AMM
573
American Money Management
California
$678K +$9.81K +250 +1%
ST
574
Sabal Trust
Florida
$659K
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$659K +$981 +25 +0.1%

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.