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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
SWM
801
Segment Wealth Management
Texas
$242K
EAM
802
Evanson Asset Management
California
$241K +$235 +6 +0.1%
HCA
803
Harbour Capital Advisors
Virginia
$241K +$37.1K +947 +18%
BWA
804
Beam Wealth Advisors
Louisiana
$240K -$2.67K -68 -1%
CA
805
Crewe Advisors
Utah
$240K
CC
806
Cypress Capital
Tennessee
$240K +$243K +6,190 New
RRA
807
Round Rock Advisors
Connecticut
$237K
BWM
808
Birchcreek Wealth Management
Ohio
$236K
RPSA
809
Richard P. Slaughter Associates
Texas
$235K
IWP
810
Innova Wealth Partners
Pennsylvania
$234K
TWP
811
Tempus Wealth Planning
California
$234K
CIC
812
Carnegie Investment Counsel
Ohio
$232K +$9.81K +250 +4%
BFA
813
Beaumont Financial Advisors
Massachusetts
$230K
FNBOO
814
First National Bank of Omaha
Nebraska
$230K
NCM
815
Next Capital Management
New York
$230K +$30.1K +767 +15%
GA
816
GFS Advisors
Texas
$229K +$231K +5,900 New
LIM
817
Leavell Investment Management
Alabama
$227K
BCP
818
Berkeley Capital Partners
Georgia
$227K +$2.67K +68 +1%
OFA
819
Oak Family Advisors
Illinois
$226K -$465K -11,843 -67%
CFB
820
Cullen/Frost Bankers
Texas
$226K +$78 +2 +0%
H
821
HoyleCohen
California
$226K +$7.45K +190 +3%
PAM
822
Palisade Asset Management
Minnesota
$225K
MAM
823
McLean Asset Management
Virginia
$225K +$225K +5,727 New
SFP
824
Sandbox Financial Partners
Maryland
$224K +$227K +5,782 New
NGA
825
Naples Global Advisors
Florida
$223K -$22K -560 -9%

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.