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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
SG Americas Securities
976
SG Americas Securities
New York
-$15.1M -382,995 Closed
EWA
977
Exencial Wealth Advisors
Oklahoma
-$14.5M -368,259 Closed
WBG
978
Wharton Business Group
Pennsylvania
-$12.2M -310,614 Closed
KOMWMG
979
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.55M -141,201 Closed
MD
980
Money Design
Japan
-$4.66M -118,369 Closed
JWCA
981
J.W. Cole Advisors
Florida
-$4.51M -114,693 Closed
GAM
982
Grandview Asset Management
Pennsylvania
-$3.94M -100,066 Closed
CL
983
Cabana LLC
Arkansas
-$1.79M -45,811 Closed
VC
984
Vicus Capital
Pennsylvania
-$1.51M -38,506 Closed
AP
985
Advisors Preferred
Maryland
-$1.42M -36,300 Closed
NAG
986
Northstar Advisory Group
New Jersey
-$1.38M -35,197 Closed
OIM
987
Opus Investment Management
Massachusetts
-$1.08M -27,558 Closed
Fayez Sarofim & Co
988
Fayez Sarofim & Co
Texas
-$1.04M -26,330 Closed
Capstone Investment Advisors
989
Capstone Investment Advisors
New York
-$991K -25,200 Closed
CL
990
Choreo LLC
Illinois
-$582K -14,798 Closed
SNBOSD
991
Security National Bank of So Dak
Iowa
-$536K -13,630 Closed
JSL
992
JT Stratford LLC
Georgia
-$536K -13,623 Closed
ANB
993
Amarillo National Bank
Texas
-$394K -10,020 Closed
CFO
994
CVA Family Office
Colorado
-$333K -8,475 Closed
MAP
995
Milestone Advisory Partners
North Carolina
-$291K -7,400 Closed
BFS
996
Baskin Financial Services
Ontario, Canada
-$274K -6,955 Closed
WIC
997
Woodmont Investment Counsel
Tennessee
-$268K -6,819 Closed
BWM
998
Benchmark Wealth Management
Connecticut
-$252K -6,414 Closed
KFP
999
KMG Fiduciary Partners
Ohio
-$235K -5,978 Closed
RMAM
1000
Raab & Moskowitz Asset Management
New Jersey
-$234K -5,948 Closed

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.