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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
SWMP
776
Signature Wealth Management Partners
New Jersey
$267K +$504 +13 +0.2%
CFA
777
Carroll Financial Associates
North Carolina
$265K +$10.9K +282 +4%
PMA
778
Prudent Man Advisors
Illinois
$264K
LIA
779
LS Investment Advisors
Michigan
$258K
RT
780
Rockland Trust
Massachusetts
$256K -$5K -129 -2%
CFA
781
Capstone Financial Advisors
Illinois
$255K +$2.09K +54 +0.8%
HIMC
782
Heritage Investors Management Corp
Maryland
$254K
RMC
783
Resources Management Corp
Connecticut
$252K -$166K -4,275 -40%
BWM
784
Benchmark Wealth Management
Connecticut
$252K
SCA
785
Stonebridge Capital Advisors
Minnesota
$251K +$134K +3,456 +115%
NGA
786
Naples Global Advisors
Florida
$248K -$20.3K -525 -8%
AII
787
AGF Investments Inc
Ontario, Canada
$246K -$49.5K -1,279 -17%
BWA
788
Beam Wealth Advisors
Louisiana
$246K +$242K +6,244 New
SWM
789
Segment Wealth Management
Texas
$245K
CA
790
Crewe Advisors
Utah
$243K
EAM
791
Evanson Asset Management
California
$242K +$194 +5 +0.1%
SSCA
792
South Shore Capital Advisors
Massachusetts
$242K +$775 +20 +0.3%
RRA
793
Round Rock Advisors
Connecticut
$240K
BWM
794
Birchcreek Wealth Management
Ohio
$239K +$18.1K +467 +8%
RPSA
795
Richard P. Slaughter Associates
Texas
$238K +$235K +6,060 New
AC
796
Apella Capital
Connecticut
$237K -$18.3K -473 -7%
IWP
797
Innova Wealth Partners
Pennsylvania
$237K -$5.81K -150 -2%
TWP
798
Tempus Wealth Planning
California
$237K +$234K +6,029 New
AA
799
AlphaCentric Advisors
Puerto Rico
$236K +$10.8K +280 +5%
KFP
800
KMG Fiduciary Partners
Ohio
$235K -$1.01K -26 -0.4%

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.