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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
AA
651
AlphaCentric Advisors
Puerto Rico
$471K +$241K +6,148 +103%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$467K -$59.2K -1,509 -11%
PCWA
653
Pacific Capital Wealth Advisors
California
$467K +$667 +17 +0.1%
SC
654
Scotia Capital
Ontario, Canada
$467K +$4.43K +113 +0.9%
GIA
655
Granite Investment Advisors
New Hampshire
$466K
IWP
656
Icon Wealth Partners
Texas
$465K +$8.36K +213 +2%
NFSG
657
Newbridge Financial Services Group
Florida
$465K +$94.4K +2,407 +25%
FNT
658
First Nebraska Trust
Nebraska
$465K +$24.1K +614 +5%
WTC
659
WhitTier Trust Company
Nevada
$461K +$2.82K +72 +0.6%
FNWM
660
Financial Network Wealth Management
Utah
$459K +$241K +6,142 +108%
SC
661
Stolper & Co
Oklahoma
$458K +$35.7K +910 +8%
CSA
662
Cottage Street Advisors
Massachusetts
$453K -$54.8K -1,397 -11%
ADBIC
663
A.D. Beadell Investment Counsel
Wisconsin
$453K
JWA
664
JFS Wealth Advisors
Pennsylvania
$450K -$86.7K -2,210 -16%
KM
665
Kalos Management
Georgia
$449K +$36.6K +933 +9%
SWA
666
Stratos Wealth Advisors
Ohio
$448K +$145K +3,701 +47%
GSEP
667
Golden State Equity Partners
California
$447K -$112K -2,848 -20%
PO
668
Private Ocean
California
$447K +$320K +8,150 +241%
PFC
669
Phocas Financial Corp
California
$446K
TF
670
TimeScale Financial
Massachusetts
$442K +$2K +51 +0.5%
MCA
671
Magnolia Capital Advisors
Mississippi
$442K +$56.6K +1,444 +15%
COCM
672
Charter Oak Capital Management
New Hampshire
$442K +$60.8K +1,550 +16%
KC
673
Kingfisher Capital
North Carolina
$441K +$4.83K +123 +1%
QC
674
QCM Cayman
Texas
$437K +$173K +4,421 +65%
HCIA
675
Hochman Cole Investment Advisors
Illinois
$436K -$63.8K -1,626 -13%

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.