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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
NWA
751
Navis Wealth Advisors
New York
$310K
Jane Street
752
Jane Street
New York
$307K +$82.6K +2,106 +36%
CA
753
CapWealth Advisors
Tennessee
$305K -$117K -2,989 -28%
SWMP
754
Signature Wealth Management Partners
New Jersey
$305K +$42.1K +1,074 +16%
SB
755
Sunflower Bank
Texas
$304K -$98.6K -2,514 -24%
WLIM
756
White Lighthouse Investment Management
Massachusetts
$304K
PFA
757
Pettinga Financial Advisors
Indiana
$304K +$13.3K +340 +5%
SBL
758
Sargent Bickham Lagudis
Colorado
$303K +$130K +3,310 +73%
CRC
759
Curi RMB Capital
Illinois
$301K
FHC
760
First Heartland Consultants
Missouri
$300K -$1.65K -42 -0.5%
Federated Hermes
761
Federated Hermes
Pennsylvania
$300K +$303K +7,735 New
SCA
762
Strategic Capital Advisers
Colorado
$299K +$302K +7,700 New
Luther King Capital Management (LKCM)
763
Luther King Capital Management (LKCM)
Texas
$292K
MAG
764
Mayfair Advisory Group
Alabama
$292K
MAWCM
765
Mine & Arao Wealth Creation & Management
California
$291K +$3.14K +80 +1%
WSTAM
766
Wilbanks Smith & Thomas Asset Management
Virginia
$290K +$18K +460 +7%
NFG
767
Nations Financial Group
Iowa
$288K +$70.1K +1,787 +32%
CFD
768
Creative Financial Designs
Indiana
$287K +$118 +3 +0%
PCM
769
Princeton Capital Management
New Jersey
$284K
CIAS
770
Capital Investment Advisory Services
North Carolina
$284K +$78 +2 +0%
AAA
771
Adams Asset Advisors
Texas
$283K
CWM
772
Connecticut Wealth Management
Connecticut
$282K -$31.8K -810 -10%
CWAF
773
Core Wealth Advisors (Florida)
Florida
$280K -$23.4K -597 -8%
IRC
774
Investors Research Corp
Georgia
$278K +$169K +4,318 +152%
ECM
775
Elgethun Capital Management
South Dakota
$276K -$44.7K -1,140 -14%

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.