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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
HA
901
Herold Advisors
New York
$44K +$45.1K +1,151 New
BAM
902
Bellevue Asset Management
Washington
$43K +$118 +3 +0.3%
BA
903
Ballast Advisors
Minnesota
$42K -$12K -307 -22%
SC
904
Solstein Capital
California
$41K
WBC
905
West Branch Capital
Massachusetts
$41K +$196 +5 +0.5%
FGAM
906
Financial Gravity Asset Management
Texas
$39K
CC
907
Corsicana & Co
Texas
$36K
AL
908
ADE LLC
Maryland
$33K
OSNBOA
909
Old Second National Bank of Aurora
Illinois
$33K
LDFR
910
Lehman & Derafelo Financial Resources
Pennsylvania
$31K -$39 -1 -0.1%
PA
911
PSI Advisors
Florida
$29K +$29.6K +755 New
EWM
912
Evermay Wealth Management
Virginia
$28K -$23.5K -600 -45%
HI
913
Hudock Inc
Pennsylvania
$27K
OSAM
914
O'Shaughnessy Asset Management
Connecticut
$27K
OFG
915
Oxford Financial Group
Indiana
$27K
BNP Paribas Financial Markets
916
BNP Paribas Financial Markets
France
$26.4K +$18K +460 +208%
SWA
917
Sutton Wealth Advisors
Florida
$26K
SWA
918
SOA Wealth Advisors
New York
$26K
AIM
919
Anchor Investment Management
South Carolina
$25.2K
CBT
920
CoreFirst Bank & Trust
Kansas
$23K
HR
921
Howe & Rusling
New York
$23K
CG
922
Cutler Group
California
$23K +$23.5K +600 New
GLLW
923
Graves Light Lenhart Wealth
Virginia
$22K
SQA
924
Simon Quick Advisors
New Jersey
$22K
PMFA
925
Plante Moran Financial Advisors
Michigan
$22K +$275 +7 +1%

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.