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
SAM
876
S.A. Mason
Michigan
$69K
TC
877
Truvestments Capital
Florida
$68K +$542 +14 +0.8%
CAL
878
Capital Analysts LLC
Pennsylvania
$67K
TFO
879
Tarbox Family Office
California
$65K +$63.9K +1,650 New
WB
880
Webster Bank
Connecticut
$64K -$130K -3,345 -67%
LAS
881
Lloyd Advisory Services
Georgia
$62K -$1.28M -33,020 -95%
S
882
SignatureFD
Georgia
$59K -$7.17K -185 -11%
HPC
883
HM Payson & Co
Maine
$59K
PK
884
Pflug Koory
Nebraska
$59K +$504 +13 +0.9%
AF
885
Affiance Financial
Minnesota
$56K
BA
886
Ballast Advisors
Minnesota
$55K +$387 +10 +0.7%
BMD
887
Better Money Decisions
New Mexico
$53K +$620 +16 +1%
EL
888
EMFO LLC
Florida
$53K +$52.3K +1,350 New
EWM
889
Evermay Wealth Management
Virginia
$52K +$51.3K +1,325 New
PGWM
890
Parisi Gray Wealth Management
New Jersey
$51K +$50.5K +1,304 New
AC
891
AlphaCore Capital
California
$49K +$48K +1,240 New
VRM
892
Vectors Research Management
New York
$48K +$4.84K +125 +11%
PP
893
PrairieView Partners
Minnesota
$47K
BCPWM
894
Bradley & Co Private Wealth Management
Florida
$45K -$17.7K -456 -29%
LWA
895
Lowe Wealth Advisors
Maryland
$44K
BAM
896
Bellevue Asset Management
Washington
$44K +$116 +3 +0.3%
RDWM
897
Red Door Wealth Management
Tennessee
$43K +$42.6K +1,100 New
SC
898
Solstein Capital
California
$42K +$41.1K +1,060 New
WBC
899
West Branch Capital
Massachusetts
$41K +$40.6K +1,049 New
FGAM
900
Financial Gravity Asset Management
Texas
$39K

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.