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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
TCM
776
Tran Capital Management
California
$276K
MCM
777
Marathon Capital Management
Maryland
$275K
VFPI
778
Vantage Financial Partners (Illinois)
Illinois
$274K +$39 +1 +0%
MHR
779
Matthew Hamilton Rosenberg
$274K +$3.49K +89 +1%
Financial Engines Advisors
780
Financial Engines Advisors
California
$273K +$45K +1,147 +19%
BW
781
Bison Wealth
Georgia
$272K -$6.28K -160 -2%
SMH
782
Sanders Morris Harris
Texas
$272K
VWM
783
Vigilare Wealth Management
Arizona
$271K -$10.2K -261 -4%
PFA
784
Paradigm Financial Advisors
Missouri
$270K -$44.8K -1,142 -14%
FF
785
Friedenthal Financial
New Jersey
$269K
WQ
786
Wealth Quarterback
New Jersey
$267K +$52.5K +1,339 +24%
ICM
787
Islay Capital Management
Texas
$266K +$237K +6,046 +756%
CFA
788
Carroll Financial Associates
North Carolina
$264K +$2.12K +54 +0.8%
WIA
789
World Investment Advisors
California
$262K -$142K -3,610 -35%
CA
790
Cornerstone Advisory
Maryland
$262K -$23.2K -591 -8%
PMA
791
Prudent Man Advisors
Illinois
$261K
SC
792
Savant Capital
Illinois
$258K +$38.5K +982 +17%
RT
793
Rockland Trust
Massachusetts
$255K +$1.45K +37 +0.6%
LIA
794
LS Investment Advisors
Michigan
$254K
CFA
795
Capstone Financial Advisors
Illinois
$254K +$2.08K +53 +0.8%
HIMC
796
Heritage Investors Management Corp
Maryland
$251K
ACA
797
Aptus Capital Advisors
Alabama
$250K -$35.9K -914 -12%
AII
798
AGF Investments Inc
Ontario, Canada
$250K +$7.88K +201 +3%
SSCA
799
South Shore Capital Advisors
Massachusetts
$245K +$5.8K +148 +2%
AWA
800
Arkadios Wealth Advisors
Georgia
$244K -$132K -3,373 -35%

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.