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
MAWCM
751
Mine & Arao Wealth Creation & Management
California
$292K -$5.96K -154 -2%
CFD
752
Creative Financial Designs
Indiana
$291K -$5.38K -139 -2%
MAP
753
Milestone Advisory Partners
North Carolina
$291K
CA
754
Cornerstone Advisory
Maryland
$289K -$307K -7,924 -52%
JCM
755
Jacobsen Capital Management
Utah
$289K +$697 +18 +0.2%
PCM
756
Princeton Capital Management
New Jersey
$288K -$7.75K -200 -3%
ACA
757
Aptus Capital Advisors
Alabama
$288K +$77 +2 +0%
CIAS
758
Capital Investment Advisory Services
North Carolina
$288K +$5.38K +139 +2%
AAA
759
Adams Asset Advisors
Texas
$287K
VWM
760
Vigilare Wealth Management
Arizona
$285K -$103K -2,668 -27%
HWMA
761
Heritage Wealth Management (Arizona)
Arizona
$285K -$33.2K -857 -11%
MIM
762
Moseley Investment Management
Florida
$284K +$155 +4 +0.1%
BW
763
Bison Wealth
Georgia
$282K +$5.42K +140 +2%
TCM
764
Tran Capital Management
California
$280K
WJWM
765
Williams Jones Wealth Management
New York
$280K
HWAM
766
Hennion & Walsh Asset Management
New Jersey
$279K -$31.6K -816 -10%
MCM
767
Marathon Capital Management
Maryland
$278K -$7.75K -200 -3%
VFPI
768
Vantage Financial Partners (Illinois)
Illinois
$278K -$39 -1 -0%
WSTAM
769
Wilbanks Smith & Thomas Asset Management
Virginia
$276K -$10K -259 -4%
SMH
770
Sanders Morris Harris
Texas
$275K
MHR
771
Matthew Hamilton Rosenberg
$274K +$155 +4 +0.1%
BFS
772
Baskin Financial Services
Ontario, Canada
$274K +$269K +6,955 New
FF
773
Friedenthal Financial
New Jersey
$273K +$269K +6,937 New
QC
774
QCM Cayman
Texas
$269K +$33.8K +872 +15%
WIC
775
Woodmont Investment Counsel
Tennessee
$268K +$264K +6,819 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.