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
EWM
826
Executive Wealth Management
Michigan
$213K -$8.25K -213 -4%
AA
827
Alesco Advisors
New York
$212K
NWM
828
Northwest Wealth Management
Iowa
$211K -$20.8K -536 -9%
PWM
829
Palumbo Wealth Management
New York
$210K +$1.43K +37 +0.7%
NWA
830
New World Advisors
Massachusetts
$210K +$206K +5,329 New
BFIM
831
Beese Fulmer Investment Management
Ohio
$207K
HCA
832
Harbour Capital Advisors
Virginia
$207K +$1.94K +50 +1%
PCS
833
Personal CFO Solutions
New Jersey
$205K
SA
834
Strategic Advisors
New York
$205K
CIA
835
Capital Investment Advisors
Georgia
$203K -$16.7K -432 -8%
TFGT
836
TS Financial Group (TSFG)
Illinois
$203K +$19.2K +495 +11%
NC
837
NovaPoint Capital
Georgia
$203K +$200K +5,173 New
CWM
838
Concentrum Wealth Management
California
$201K -$10.7K -275 -5%
NCM
839
Next Capital Management
New York
$201K +$199K +5,150 New
SWM
840
Sugarloaf Wealth Management
Georgia
$200K +$169K +4,363 +612%
SB
841
Strategic Blueprint
Georgia
$193K +$190K +4,908 New
BC
842
Burleson & Co
California
$190K
NC
843
NewSquare Capital
Pennsylvania
$183K
FWM
844
Focused Wealth Management
New York
$181K -$20.6K -531 -10%
SBL
845
Sargent Bickham Lagudis
Colorado
$177K +$174K +4,504 New
OC
846
Oakworth Capital
Alabama
$175K
CA
847
Clearstead Advisors
Ohio
$166K +$63.6K +1,642 +64%
ARMC
848
American Research & Management Company
Massachusetts
$165K +$136K +3,500 +500%
LF
849
Lee Financial
Texas
$158K
FCM
850
Firestone Capital Management
Florida
$156K

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.