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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
GM
601
GeoWealth Management
Illinois
$559K +$9.53K +246 +2%
WP
602
WealthPLAN Partners
Nebraska
$556K +$11.8K +304 +2%
WPC
603
Waters Parkerson & Co
Louisiana
$553K
ISL
604
Ingalls & Snyder LLC
New York
$549K +$3.87K +100 +0.7%
HCM
605
Hollencrest Capital Management
California
$547K +$8.44K +218 +2%
BA
606
Bristlecone Advisors
Washington
$546K +$25K +645 +5%
JWA
607
JFS Wealth Advisors
Pennsylvania
$543K -$127K -3,279 -19%
FNBT
608
FineMark National Bank & Trust
Florida
$543K -$32.3K -833 -6%
RWB
609
RMR Wealth Builders
New Jersey
$541K -$183K -4,726 -26%
JSL
610
JT Stratford LLC
Georgia
$536K -$5K -129 -0.9%
SNBOSD
611
Security National Bank of So Dak
Iowa
$536K +$528K +13,630 New
AC
612
Alexandria Capital
Virginia
$534K -$2.44K -63 -0.5%
CFG
613
Citizens Financial Group
Rhode Island
$532K
WAP
614
Wealthcare Advisory Partners
Pennsylvania
$532K +$106K +2,745 +25%
RCAG
615
Rehmann Capital Advisory Group
Michigan
$526K -$9.41K -243 -2%
VCM
616
Virtue Capital Management
Tennessee
$524K +$249K +6,422 +93%
GWSG
617
GPS Wealth Strategies Group
Colorado
$524K +$290K +7,493 +128%
ATC
618
Argent Trust Co
Tennessee
$522K -$8.68K -224 -2%
BCA
619
Bay Colony Advisors
Massachusetts
$520K -$4.34K -112 -0.8%
EWM
620
Endurance Wealth Management
Rhode Island
$520K
SWA
621
SFMG Wealth Advisors
Texas
$517K +$39 +1 +0%
MA
622
MONECO Advisors
Connecticut
$516K -$1.67K -43 -0.3%
CSA
623
Cottage Street Advisors
Massachusetts
$514K +$116 +3 +0%
KFC
624
Klingenstein Fields & Co
New York
$512K
FSA
625
Fort Sheridan Advisors
Illinois
$512K +$50.5K +1,303 +11%

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.