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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
NIC
601
Northwest Investment Counselors
Oregon
$585K -$54.8K -1,397 -8%
BCM
602
Bowie Capital Management
Texas
$582K
CSIC
603
Clifford Swan Investment Counsel
California
$582K
CK
604
Cohen Klingenstein
New York
$582K
GFS
605
GYL Financial Synergies
Connecticut
$581K +$20.3K +517 +4%
CFO
606
Collective Family Office
Pennsylvania
$578K -$453K -11,546 -44%
AUB
607
Atlantic Union Bankshares
Virginia
$574K +$13.1K +334 +2%
BFG
608
Beacon Financial Group
Texas
$574K +$89.5K +2,282 +18%
RWB
609
RMR Wealth Builders
New Jersey
$568K +$34.5K +879 +6%
TCBWMS
610
Texas Capital Bank Wealth Management Services
Texas
$567K -$16K -407 -3%
GLA
611
Good Life Advisors
Pennsylvania
$563K +$103K +2,623 +22%
EW
612
Evoke Wealth
California
$554K +$74.5K +1,900 +15%
HCM
613
Hollencrest Capital Management
California
$552K +$11.7K +298 +2%
LWA
614
Lenox Wealth Advisors
New York
$547K +$51K +1,300 +10%
BSSFA
615
Baron Silver Stevens Financial Advisors
Florida
$546K +$553K +14,093 New
ISL
616
Ingalls & Snyder LLC
New York
$542K
BA
617
Bristlecone Advisors
Washington
$538K
FNBT
618
FineMark National Bank & Trust
Florida
$536K
Qube Research & Technologies (QRT)
619
Qube Research & Technologies (QRT)
United Kingdom
$536K +$542K +13,815 New
IFA
620
Interactive Financial Advisors
Illinois
$531K -$179K -4,558 -25%
FSA
621
Fort Sheridan Advisors
Illinois
$528K +$23.1K +590 +5%
CAMG
622
CWA Asset Management Group
Florida
$528K +$137K +3,498 +35%
SNBOSCI
623
Security National Bank of Sioux City Iowa
Iowa
$528K +$535K +13,630 New
JCM
624
Jacobi Capital Management
Pennsylvania
$521K +$98.6K +2,513 +23%
BCM
625
BlueCrest Capital Management
Jersey
$519K +$524K +13,364 New

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.