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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
IWS
51
Insight Wealth Strategies
California
$28.2M -$1.3M -33,435 -4%
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$27.7M +$1.72M +44,318 +7%
SF
53
Synovus Financial
Georgia
$25.7M +$4.07M +105,066 +19%
AWM
54
Affinity Wealth Management
Delaware
$25.6M +$1.15M +29,706 +5%
HighTower Advisors
55
HighTower Advisors
Illinois
$25.4M -$479K -12,368 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$25M +$1.81M +46,720 +8%
AMG
57
Advisors Management Group
Wisconsin
$24.5M +$103K +2,660 +0.4%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$24.4M +$12.9M +333,705 +116%
BFS
59
Bard Financial Services
Connecticut
$23.9M +$2.03M +52,450 +9%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$23.6M +$10.9M +280,816 +88%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$23.1M +$885K +22,854 +4%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$22.9M +$26.1K +675 +0.1%
ACH
63
ArrowMark Colorado Holdings
Colorado
$22.6M +$22.3M +575,749 New
IC
64
Intersect Capital
California
$22.2M +$193K +4,976 +0.9%
FSC
65
Full Sail Capital
Oklahoma
$21.7M -$2.07M -53,353 -9%
SAM
66
SP Asset Management
California
$20.7M +$19.1M +492,177 +1,309%
IWC
67
Integrated Wealth Concepts
Massachusetts
$20.6M +$19.7M +507,706 +3,399%
CBB
68
Citizens Business Bank
California
$19.9M +$990K +25,568 +5%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M +$19.4M +500,000 New
HVIA
70
Hudson Valley Investment Advisors
New York
$19.5M -$1.5M -38,638 -7%
AssetMark Inc
71
AssetMark Inc
California
$19.4M +$87.3K +2,254 +0.5%
AAS
72
Avantax Advisory Services
Texas
$19.2M +$1.15M +29,568 +6%
KAS
73
Kestra Advisory Services
Texas
$18M +$1.44M +37,255 +9%
AIA
74
Avalon Investment & Advisory
Texas
$17.9M -$2.54M -65,513 -13%
K
75
Kemper
Illinois
$17M +$16.8M +433,000 New

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.