We are live on ! Find out more
PFF icon

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
WP
701
WealthShield Partners
North Carolina
$380K +$107K +2,766 +40%
FWSM
702
First Wilshire Securities Management
California
$377K -$9.68K -250 -3%
NFSG
703
Newbridge Financial Services Group
Florida
$377K +$136K +3,510 +58%
GKWIM
704
Gerber Kawasaki Wealth & Investment Management
California
$376K +$21.7K +560 +6%
OCPWS
705
One Charles Private Wealth Services
Massachusetts
$372K +$367K +9,463 New
OIA
706
Optimum Investment Advisors
Illinois
$369K -$11.6K -300 -3%
DAM
707
Derbend Asset Management
Georgia
$368K +$363K +9,363 New
GG
708
GenWealth Group
New Jersey
$367K
CCM
709
Chilton Capital Management
Texas
$366K -$24.1K -622 -6%
CWA
710
Clarus Wealth Advisors
Arizona
$365K
STA
711
Summit Trail Advisors
New York
$365K
TPM
712
Triasima Portfolio Management
Quebec, Canada
$358K
MWM
713
Meridian Wealth Management
Kentucky
$353K -$2.25K -58 -0.6%
HW
714
Hancock Whitney
Mississippi
$351K -$15.3K -394 -4%
APW
715
Austin Private Wealth
Texas
$344K -$7.05K -182 -2%
ECG
716
Edge Capital Group
Georgia
$342K -$387K -9,997 -53%
GP
717
Girard Partners
Pennsylvania
$342K -$36.7K -947 -10%
WEPOG
718
Wealth Enhancement & Preservation of GA
Georgia
$342K +$20.7K +534 +7%
CIAS
719
CBIZ Investment Advisory Services
Ohio
$339K
AA
720
Ancora Advisors
Ohio
$338K +$101K +2,613 +44%
ACP
721
Ashfield Capital Partners
California
$337K -$18.4K -475 -5%
VCWA
722
Vanguard Capital Wealth Advisors
Colorado
$334K -$395K -10,197 -55%
HB
723
Homrich & Berg
Georgia
$334K +$329K +8,494 New
CFO
724
CVA Family Office
Colorado
$333K
UBV
725
United Bank (Virginia)
Virginia
$327K +$89.6K +2,313 +39%

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.