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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
FWIA
576
Fort Washington Investment Advisors
Ohio
$627K +$23.2K +600 +4%
IC
577
Inscription Capital
Texas
$620K -$402K -10,374 -40%
PWP
578
Principle Wealth Partners
Connecticut
$620K +$9.99K +258 +2%
CCG
579
Cypress Capital Group
Florida
$612K -$3.87K -100 -0.6%
FB
580
Fulton Bank
Pennsylvania
$595K
TCBWMS
581
Texas Capital Bank Wealth Management Services
Texas
$591K +$49.8K +1,286 +9%
GRP
582
Global Retirement Partners
California
$591K +$187K +4,819 +47%
MFG
583
MidWestOne Financial Group
Iowa
$591K +$311K +8,022 +115%
BCM
584
Bowie Capital Management
Texas
$590K
CK
585
Cohen Klingenstein
New York
$590K
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$587K
MCM
587
Maryland Capital Management
Maryland
$587K +$271K +7,003 +88%
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$586K -$3.02K -78 -0.5%
PRWA
589
Platte River Wealth Advisors
Colorado
$586K +$577K +14,905 New
AAIM
590
Asset Advisors Investment Management
Georgia
$585K -$180K -4,645 -24%
CSIC
591
Clifford Swan Investment Counsel
California
$584K
CL
592
Choreo LLC
Illinois
$582K +$6.74K +174 +1%
WMA
593
Wealth Management Associates
New Jersey
$581K -$9.68K -250 -2%
RIM
594
Rockbridge Investment Management
New York
$577K +$133K +3,442 +31%
TWA
595
TCI Wealth Advisors
Arizona
$571K +$143K +3,694 +34%
GFS
596
GYL Financial Synergies
Connecticut
$569K +$7.32K +189 +1%
AUB
597
Atlantic Union Bankshares
Virginia
$569K +$33.9K +876 +6%
GSEP
598
Golden State Equity Partners
California
$566K +$161K +4,145 +40%
Luther King Capital Management (LKCM)
599
Luther King Capital Management (LKCM)
Texas
$565K
SAS
600
Stelac Advisory Services
New York
$563K +$90.6K +2,338 +20%

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.