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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
MFA
851
McClarren Financial Advisors
Pennsylvania
$147K +$1.74K +45 +1%
HWA
852
HHM Wealth Advisors
Tennessee
$144K
PO
853
Private Ocean
California
$133K +$23K +593 +21%
TRCT
854
Tower Research Capital (TRC)
New York
$122K +$44.9K +1,158 +59%
AIG
855
American International Group
New York
$118K +$77.5K +2,000 +200%
JEST
856
JTC Employer Solutions Trustee
Jersey
$118K +$116K +3,000 New
WFA
857
Wells Financial Advisors
Massachusetts
$113K
IRC
858
Investors Research Corp
Georgia
$112K +$33.9K +875 +45%
WT
859
Washington Trust
Rhode Island
$110K +$77.5K +2,000 +252%
HFA
860
Hoover Financial Advisors
Pennsylvania
$108K +$426 +11 +0.4%
GI
861
Gradient Investments
Minnesota
$101K -$9.64K -249 -9%
FRA
862
Front Row Advisors
California
$100K +$1.55K +40 +2%
MRCM
863
M&R Capital Management
New Jersey
$98K -$23.2K -600 -19%
FF
864
FourThought Financial
Florida
$96K -$40.7K -1,050 -30%
TLFA
865
True Link Financial Advisors
California
$91K -$581 -15 -2%
MFT
866
Moisand Fitzgerald Tamayo
Florida
$87K
CWA
867
Clearview Wealth Advisors
Oregon
$86K +$1.01K +26 +1%
BWM
868
Baystate Wealth Management
Massachusetts
$86K +$39.5K +1,020 +87%
BFEC
869
Benjamin F. Edwards & Company
Missouri
$85K -$11.3K -291 -12%
TFS
870
TrustCore Financial Services
Tennessee
$84K +$44.2K +1,140 +114%
FMP
871
Financial Management Professionals
Texas
$79K +$1.36K +35 +2%
PWP
872
Personal Wealth Partners
Minnesota
$79K +$78.2K +2,020 New
EIP
873
Ellis Investment Partners
Pennsylvania
$77K +$581 +15 +0.8%
AWM
874
AllSquare Wealth Management
New York
$75K
EW
875
Element Wealth
Mississippi
$75K +$891 +23 +1%

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.