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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
GVAG
826
Great Valley Advisor Group
Delaware
$223K +$225K +5,745 New
1CM
827
1492 Capital Management
Wisconsin
$222K +$431 +11 +0.2%
LWM
828
Liberty Wealth Management
California
$220K +$745 +19 +0.3%
T
829
TNF
Montana
$217K +$221K +5,644 New
AP
830
Americana Partners
Texas
$216K +$219K +5,585 New
AC
831
Apella Capital
Connecticut
$214K -$20.6K -524 -9%
Calamos Advisors
832
Calamos Advisors
Illinois
$214K
JHCP
833
Jackson Hole Capital Partners
Oklahoma
$214K
JAG
834
Journey Advisory Group
Kentucky
$214K
BFA
835
Beacon Financial Advisory
Ohio
$213K
AA
836
Alesco Advisors
New York
$210K
RI
837
Ridgewood Investments
New Jersey
$210K +$212K +5,400 New
ECG
838
Edge Capital Group
Georgia
$208K -$131K -3,333 -38%
CIA
839
Capital Investment Advisors
Georgia
$208K +$8.2K +209 +4%
WP
840
WealthShield Partners
North Carolina
$207K -$170K -4,344 -45%
9WM
841
9258 Wealth Management
Ohio
$207K +$209K +5,334 New
BFIM
842
Beese Fulmer Investment Management
Ohio
$204K
FWM
843
Focused Wealth Management
New York
$204K +$24.8K +633 +14%
BS
844
Boenning & Scattergood
Pennsylvania
$203K +$205K +5,234 New
PCS
845
Personal CFO Solutions
New Jersey
$202K
SA
846
Strategic Advisors
New York
$202K
NC
847
NovaPoint Capital
Georgia
$202K +$745 +19 +0.4%
TFGT
848
TS Financial Group (TSFG)
Illinois
$201K +$824 +21 +0.4%
BC
849
Burleson & Co
California
$187K
NC
850
NewSquare Capital
Pennsylvania
$180K

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.