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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
WIA
676
World Investment Advisors
California
$408K -$1.78K -46 -0.4%
IHL
677
Investment House LLC
California
$408K +$23.5K +606 +6%
SB
678
Sunflower Bank
Texas
$407K +$11.2K +290 +3%
PA
679
Perennial Advisors
New York
$405K +$4.84K +125 +1%
CBN
680
Cadence Bank NA
Texas
$401K +$13.7K +353 +4%
FWM
681
Frontier Wealth Management
Missouri
$399K +$36.7K +948 +10%
TCM
682
TD Capital Management
Tennessee
$399K +$41.2K +1,064 +12%
SWM
683
Southern Wealth Management
Texas
$398K +$43.6K +1,125 +13%
CAMG
684
CWA Asset Management Group
Florida
$397K +$28.2K +729 +8%
GT
685
Glenmede Trust
Pennsylvania
$397K +$51.9K +1,340 +15%
FT
686
Fiduciary Trust
Massachusetts
$397K +$65.8K +1,700 +20%
AFP
687
Ausdal Financial Partners
Iowa
$396K -$7.98K -206 -2%
CPIA
688
Cornell Pochily Investment Advisors
New York
$396K +$53.3K +1,376 +16%
ANB
689
Amarillo National Bank
Texas
$394K +$388K +10,020 New
BFA
690
Bragg Financial Advisors
North Carolina
$393K
MIM
691
Merrion Investment Management
New Jersey
$393K +$65.8K +1,700 +20%
LWP
692
Lumature Wealth Partners
Georgia
$393K +$116K +3,000 +43%
MCA
693
Magnolia Capital Advisors
Mississippi
$392K +$37.1K +959 +11%
PFGIA
694
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$271 +7 +0.1%
COCM
695
Charter Oak Capital Management
New Hampshire
$387K +$119K +3,071 +45%
UF
696
Univest Financial
Pennsylvania
$386K
FFWM
697
Future Financial Wealth Management
Ohio
$384K -$6.7K -173 -2%
SIA
698
Soltis Investment Advisors
Utah
$381K +$3.06K +79 +0.8%
AWA
699
Arkadios Wealth Advisors
Georgia
$380K +$23.9K +618 +7%
ABC
700
Associated Banc-Corp
Wisconsin
$380K +$100K +2,590 +37%

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.