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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
EL
851
EMFO LLC
Florida
$176K +$125K +3,187 +236%
OC
852
Oakworth Capital
Alabama
$173K
ACG
853
Allen Capital Group
Nebraska
$163K -$50K -1,275 -23%
FCM
854
Firestone Capital Management
Florida
$156K
LF
855
Lee Financial
Texas
$156K
MFA
856
McClarren Financial Advisors
Pennsylvania
$147K +$1.69K +43 +1%
HWA
857
HHM Wealth Advisors
Tennessee
$142K
PSC
858
Piper Sandler & Co
Minnesota
$140K +$141K +3,600 New
Cohen & Steers
859
Cohen & Steers
New York
$137K +$138K +3,522 New
SCA
860
Stonebridge Capital Advisors
Minnesota
$134K -$118K -3,000 -46%
JEST
861
JTC Employer Solutions Trustee
Jersey
$117K
EWM
862
EPG Wealth Management
Georgia
$114K +$115K +2,927 New
WFA
863
Wells Financial Advisors
Massachusetts
$112K
WOSD
864
WFA of San Diego
California
$105K +$106K +2,699 New
CA
865
Clearstead Advisors
Ohio
$100K -$64.4K -1,642 -39%
GI
866
Gradient Investments
Minnesota
$100K -$39 -1 -0%
FRA
867
Front Row Advisors
California
$100K
MRCM
868
M&R Capital Management
New Jersey
$97K
FF
869
FourThought Financial
Florida
$95K
WT
870
Washington Trust
Rhode Island
$93K -$16.5K -420 -15%
CWA
871
Clearview Wealth Advisors
Oregon
$86K +$1.02K +26 +1%
BFEC
872
Benjamin F. Edwards & Company
Missouri
$86K +$2.24K +57 +3%
MFT
873
Moisand Fitzgerald Tamayo
Florida
$85K
BWM
874
Baystate Wealth Management
Massachusetts
$85K +$431 +11 +0.5%
TLFA
875
True Link Financial Advisors
California
$84K -$2.63K -67 -8%

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.