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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
SIM
901
Sonora Investment Management
Arizona
$37K
CC
902
Corsicana & Co
Texas
$36K +$35.6K +920 New
CWC
903
Carolinas Wealth Consulting
North Carolina
$35K -$36.6K -946 -52%
ETI
904
Enterprise Trust & Investment
California
$35K +$34.5K +890 New
AL
905
ADE LLC
Maryland
$34K
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$34K
PP
907
Pacifica Partners
Canada
$33K -$5.62K -145 -14%
LDFR
908
Lehman & Derafelo Financial Resources
Pennsylvania
$32K
EBSAM
909
Eubel Brady & Suttman Asset Management
Ohio
$31K -$31K -800 -50%
ICM
910
Islay Capital Management
Texas
$31K
HI
911
Hudock Inc
Pennsylvania
$28K
OFG
912
Oxford Financial Group
Indiana
$28K
OSAM
913
O'Shaughnessy Asset Management
Connecticut
$27K
SWA
914
Sutton Wealth Advisors
Florida
$26.4K
SWA
915
SOA Wealth Advisors
New York
$26K
AWMS
916
Advocacy Wealth Management Services
Georgia
$26K +$25.8K +667 New
AIM
917
Anchor Investment Management
South Carolina
$25.6K
CBT
918
CoreFirst Bank & Trust
Kansas
$24K
HR
919
Howe & Rusling
New York
$23K -$15.9K -410 -41%
SQA
920
Simon Quick Advisors
New Jersey
$23K
GLLW
921
Graves Light Lenhart Wealth
Virginia
$22K
PMFA
922
Plante Moran Financial Advisors
Michigan
$22K +$271 +7 +1%
HCM
923
Horrell Capital Management
Arkansas
$20K
FFG
924
Ford Financial Group
California
$20K +$19.8K +511 New
BBL
925
Beck Bode LLC
Massachusetts
$20K +$19.9K +515 New

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.