We are live on ! Find out more
PFF icon

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
FMP
876
Financial Management Professionals
Texas
$80K +$1.37K +35 +2%
SIM
877
Sonora Investment Management
Arizona
$76K +$39.2K +1,000 +105%
EW
878
Element Wealth
Mississippi
$75K +$824 +21 +1%
AWM
879
AllSquare Wealth Management
New York
$74K
ETI
880
Enterprise Trust & Investment
California
$73K +$39.2K +1,000 +112%
PP
881
Pacifica Partners
Canada
$73K +$39.4K +1,004 +117%
SAM
882
S.A. Mason
Michigan
$68K
CAL
883
Capital Analysts LLC
Pennsylvania
$66K
GM
884
GeoWealth Management
Illinois
$65K -$490K -12,501 -88%
TFO
885
Tarbox Family Office
California
$64K
EIP
886
Ellis Investment Partners
Pennsylvania
$59K -$17.2K -438 -22%
PK
887
Pflug Koory
Nebraska
$59K +$549 +14 +0.9%
PCFFS
888
Pacific Center for Financial Services
California
$59K +$59.9K +1,528 New
TC
889
Truvestments Capital
Florida
$58K -$9.81K -250 -14%
HPC
890
HM Payson & Co
Maine
$58K
S
891
SignatureFD
Georgia
$58K
AF
892
Affiance Financial
Minnesota
$55K
LAS
893
Lloyd Advisory Services
Georgia
$54K -$6.9K -176 -11%
BMD
894
Better Money Decisions
New Mexico
$53K +$588 +15 +1%
TFS
895
TrustCore Financial Services
Tennessee
$48K -$35.3K -900 -42%
VRM
896
Vectors Research Management
New York
$48K
ARMC
897
American Research & Management Company
Massachusetts
$47K -$118K -3,000 -71%
PP
898
PrairieView Partners
Minnesota
$47K
BCPWM
899
Bradley & Co Private Wealth Management
Florida
$45K
LWA
900
Lowe Wealth Advisors
Maryland
$44K

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.