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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
AIA
76
Avalon Investment & Advisory
Texas
$16.2M -$1.43M -36,344 -8%
IA
77
IndexIQ Advisors
New York
$16.2M +$7.27M +185,373 +80%
BRWA
78
B. Riley Wealth Advisors
Florida
$15.9M +$3.66M +93,256 +29%
BCI
79
Brinker Capital Investments
Pennsylvania
$14.9M
FBB
80
Fulton Breakefield Broenniman
Maryland
$14.8M +$835K +21,278 +6%
HNB
81
Huntington National Bank
Ohio
$14.5M +$982K +25,035 New
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$13.5M +$1.37M +34,904 +11%
PI
83
Parkside Investments
Illinois
$13.5M +$913K +23,265 +7%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$13.3M +$3.37M +85,970 +33%
PPA
85
Parametric Portfolio Associates
Washington
$13.2M +$3.56M +90,739 +36%
TC
86
TAP Consulting
Missouri
$12.9M +$690K +17,589 +6%
Creative Planning
87
Creative Planning
Kansas
$12.7M +$2.12M +54,141 +20%
AP
88
Atwood & Palmer
Missouri
$12.7M +$417K +10,638 +3%
CAN
89
Cetera Advisor Networks
California
$12.5M +$1.32M +33,735 +12%
BAM
90
Brave Asset Management
New Jersey
$12.4M +$715K +18,218 +6%
QFA
91
Quattro Financial Advisors
Texas
$12.2M +$12.3M +314,024 New
Neuberger Berman Group
92
Neuberger Berman Group
New York
$12.1M +$732K +18,650 +6%
ANTB
93
AMG National Trust Bank
Colorado
$11.9M -$636K -16,216 -5%
CA
94
Cetera Advisors
Colorado
$11.7M +$565K +14,403 +5%
HIM
95
Hanlon Investment Management
New Jersey
$11.6M -$235 -6 -0%
SFG
96
Sowa Financial Group
Rhode Island
$11.6M +$116K +2,962 +1%
PWAG
97
Polaris Wealth Advisory Group
California
$11.5M +$115K +2,940 +1%
DWM
98
Dakota Wealth Management
Florida
$11.5M +$3.21M +81,789 +38%
AllianceBernstein
99
AllianceBernstein
Tennessee
$11.4M -$59.8K -1,524 -0.5%
AAM
100
Autus Asset Management
Arizona
$11.4M +$20.9K +533 +0.2%

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.