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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
SCI
676
Stableford Capital II
Arizona
$434K -$3.29K -84 -0.8%
KMWM
677
Keudell/Morrison Wealth Management
Oregon
$433K
PRWA
678
Platte River Wealth Advisors
Colorado
$431K -$150K -3,812 -26%
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$430K +$435K +11,086 New
BMCM
680
Bryn Mawr Capital Management
Pennsylvania
$425K
BI
681
Ballast Inc
Kentucky
$424K
AIP
682
Almanack Investment Partners
Pennsylvania
$421K +$9.61K +245 +2%
ABC
683
Associated Banc-Corp
Wisconsin
$411K +$36.6K +932 +10%
BFWA
684
Benchmark Financial Wealth Advisors
Florida
$410K +$414K +10,561 New
CPO
685
Cerity Partners OCIO
New York
$408K +$118 +3 +0%
AWA
686
AmeriServ Wealth Advisors
Pennsylvania
$406K -$48.6K -1,238 -11%
DOA
687
D'Orazio & Associates
Virginia
$405K
PA
688
Perennial Advisors
New York
$405K +$5.69K +145 +1%
WCM
689
WealthBridge Capital Management
Ohio
$403K -$420K -10,717 -51%
IHL
690
Investment House LLC
California
$403K +$196 +5 +0%
CCM
691
Chilton Capital Management
Texas
$402K +$41.1K +1,049 +11%
FIA
692
Foundations Investment Advisors
Arizona
$399K -$1.41M -35,840 -78%
TCM
693
TD Capital Management
Tennessee
$399K +$5.1K +130 +1%
WMA
694
Wealth Management Associates
New Jersey
$398K -$177K -4,510 -31%
SIC
695
Samalin Investment Counsel
New York
$395K -$12K -306 -3%
CBN
696
Cadence Bank NA
Texas
$395K -$510 -13 -0.1%
HWAM
697
Hennion & Walsh Asset Management
New Jersey
$395K +$121K +3,089 +44%
CPIA
698
Cornell Pochily Investment Advisors
New York
$394K +$3.06K +78 +0.8%
LWP
699
Lumature Wealth Partners
Georgia
$394K +$5.88K +150 +2%
FT
700
Fiduciary Trust
Massachusetts
$392K

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.