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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
SWM
701
Southern Wealth Management
Texas
$392K
BFA
702
Bragg Financial Advisors
North Carolina
$388K
MIM
703
Merrion Investment Management
New Jersey
$388K
AFP
704
Ausdal Financial Partners
Iowa
$384K -$6.36K -162 -2%
FFWM
705
Future Financial Wealth Management
Ohio
$384K
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$384K +$275 +7 +0.1%
SPFA
707
Summit Place Financial Advisors
New Jersey
$383K +$87.3K +2,225 +29%
SFA
708
Sequoia Financial Advisors
Ohio
$381K -$38.3K -977 -9%
UF
709
Univest Financial
Pennsylvania
$381K
Simplex Trading
710
Simplex Trading
Illinois
$378K -$294K -7,500 -44%
FWM
711
Frontier Wealth Management
Missouri
$377K -$16.7K -426 -4%
SIA
712
Soltis Investment Advisors
Utah
$373K -$3.41K -87 -0.9%
FWSM
713
First Wilshire Securities Management
California
$372K
OCPWS
714
One Charles Private Wealth Services
Massachusetts
$368K +$745 +19 +0.2%
OIA
715
Optimum Investment Advisors
Illinois
$364K
DAM
716
Derbend Asset Management
Georgia
$364K +$941 +24 +0.3%
ATPW
717
Ashton Thomas Private Wealth
Arizona
$363K -$349K -8,904 -49%
GG
718
GenWealth Group
New Jersey
$363K
RFC
719
Regions Financial Corp
Alabama
$362K -$54.8K -1,397 -13%
STA
720
Summit Trail Advisors
New York
$360K
WEPOG
721
Wealth Enhancement & Preservation of GA
Georgia
$358K +$19.9K +507 +6%
CWA
722
Clarus Wealth Advisors
Arizona
$355K
WP
723
WealthSource Partners
California
$354K -$73K -1,860 -17%
TPM
724
Triasima Portfolio Management
Quebec, Canada
$353K
MWM
725
Meridian Wealth Management
Kentucky
$349K +$706 +18 +0.2%

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.