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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
UMC
651
United Maritime Capital
New York
$452K +$58.1K +1,500 +15%
FFA
652
Founders Financial Alliance
North Carolina
$451K -$9.57K -247 -2%
PFC
653
Phocas Financial Corp
California
$451K +$17.4K +450 +4%
CCA
654
Cadent Capital Advisors
Oklahoma
$447K +$95.2K +2,458 +28%
FNT
655
First Nebraska Trust
Nebraska
$447K +$39 +1 +0%
TF
656
TimeScale Financial
Massachusetts
$446K -$12.8K -331 -3%
KC
657
Kingfisher Capital
North Carolina
$443K +$4.84K +125 +1%
FA
658
FC Advisory
Pennsylvania
$443K +$436K +11,257 New
SCI
659
Stableford Capital II
Arizona
$440K +$34.6K +893 +9%
KMWM
660
Keudell/Morrison Wealth Management
Oregon
$439K
LWAC
661
Laurel Wealth Advisors (California)
California
$435K -$17K -439 -4%
WP
662
WealthSource Partners
California
$432K +$168K +4,335 +65%
BMCM
663
Bryn Mawr Capital Management
Pennsylvania
$430K
JCM
664
Jacobi Capital Management
Pennsylvania
$429K -$78.2K -2,018 -16%
BI
665
Ballast Inc
Kentucky
$429K
Cerity Partners
666
Cerity Partners
New York
$429K +$37.4K +965 +10%
SC
667
Stolper & Co
Oklahoma
$428K +$2.32K +60 +0.6%
CA
668
CapWealth Advisors
Tennessee
$426K -$7.01K -181 -2%
SFA
669
Sequoia Financial Advisors
Ohio
$425K +$78.8K +2,035 +23%
RFC
670
Regions Financial Corp
Alabama
$422K -$1.97M -50,754 -83%
AIP
671
Almanack Investment Partners
Pennsylvania
$417K +$103K +2,662 +33%
SIC
672
Samalin Investment Counsel
New York
$413K -$124K -3,208 -23%
CPO
673
Cerity Partners OCIO
New York
$413K -$6.97K -180 -2%
KM
674
Kalos Management
Georgia
$411K +$75.8K +1,956 +23%
DOA
675
D'Orazio & Associates
Virginia
$410K +$4.84K +125 +1%

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.