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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
APW
726
Aurora Private Wealth
New Jersey
$346K +$48.3K +1,231 +16%
MFM
727
Mirsky Financial Management
New York
$343K -$327K -8,335 -49%
MGIA
728
Moneta Group Investment Advisors
Missouri
$343K -$162K -4,128 -32%
CIAS
729
CBIZ Investment Advisory Services
Ohio
$343K
MIM
730
Moseley Investment Management
Florida
$342K +$64.7K +1,649 +23%
GT
731
Glenmede Trust
Pennsylvania
$340K -$52.6K -1,340 -13%
APW
732
Austin Private Wealth
Texas
$339K
GP
733
Girard Partners
Pennsylvania
$339K +$1.69K +43 +0.5%
AA
734
Ancora Advisors
Ohio
$334K
ACP
735
Ashfield Capital Partners
California
$333K
CCFM
736
Clear Creek Financial Management
Washington
$332K +$43.1K +1,100 +15%
HB
737
Homrich & Berg
Georgia
$330K
WAG
738
Winthrop Advisory Group
Massachusetts
$330K +$10.2K +260 +3%
WIC
739
Whitegate Investment Counselors
New Hampshire
$330K +$26.5K +675 +9%
MSAM
740
Moloney Securities Asset Management
Missouri
$325K +$5.49K +140 +2%
UBV
741
United Bank (Virginia)
Virginia
$323K
GJIC
742
Gamble Jones Investment Counsel
California
$321K
SWP
743
Strategic Wealth Partners
Ohio
$321K +$324K +8,269 New
HIS
744
Harvest Investment Services
Illinois
$319K +$3.57K +91 +1%
OFG
745
Omega Financial Group
California
$318K
MFA
746
Mayflower Financial Advisors
Massachusetts
$317K +$22.5K +574 +8%
SWM
747
Sugarloaf Wealth Management
Georgia
$316K +$121K +3,076 +61%
JCM
748
Jacobsen Capital Management
Utah
$315K +$667 +17 +0.2%
HWMA
749
Heritage Wealth Management (Arizona)
Arizona
$313K +$31.5K +804 +11%
RMC
750
Resources Management Corp
Connecticut
$311K +$62.4K +1,590 +25%

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.