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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
GJIC
726
Gamble Jones Investment Counsel
California
$325K
MSAM
727
Moloney Securities Asset Management
Missouri
$324K +$1.9K +49 +0.6%
ECM
728
Elgethun Capital Management
South Dakota
$324K +$2.25K +58 +0.7%
5L
729
55I LLC
Massachusetts
$324K +$319K +8,237 New
WAG
730
Winthrop Advisory Group
Massachusetts
$323K
OFG
731
Omega Financial Group
California
$322K
FCA
732
FinTrust Capital Advisors
South Carolina
$321K +$122K +3,155 +63%
HIS
733
Harvest Investment Services
Illinois
$320K +$3.6K +93 +1%
PFA
734
Paradigm Financial Advisors
Missouri
$318K +$3.72K +96 +1%
CWM
735
Connecticut Wealth Management
Connecticut
$318K +$313K +8,079 New
NWA
736
Navis Wealth Advisors
New York
$315K
HL
737
HeadInvest LLC
Maine
$314K +$310K +8,000 New
AWA
738
Arete Wealth Advisors
Illinois
$310K +$119K +3,080 +23%
WLIM
739
White Lighthouse Investment Management
Massachusetts
$308K +$7.75K +200 +3%
WIC
740
Whitegate Investment Counselors
New Hampshire
$308K +$15.5K +400 +5%
CWAF
741
Core Wealth Advisors (Florida)
Florida
$308K +$35.3K +911 +13%
SWA
742
Stratos Wealth Advisors
Ohio
$308K +$304K +7,838 New
FHC
743
First Heartland Consultants
Missouri
$306K -$78.9K -2,037 -21%
CRC
744
Curi RMB Capital
Illinois
$305K
APW
745
Aurora Private Wealth
New Jersey
$302K +$52.8K +1,364 +22%
SPFA
746
Summit Place Financial Advisors
New Jersey
$301K +$54.2K +1,400 +22%
MAG
747
Mayfair Advisory Group
Alabama
$299K
MFA
748
Mayflower Financial Advisors
Massachusetts
$297K +$38.9K +1,003 +15%
PFA
749
Pettinga Financial Advisors
Indiana
$295K +$290K +7,498 New
CCFM
750
Clear Creek Financial Management
Washington
$293K +$289K +7,456 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.