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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
WFMPM
1001
Woodley Farra Manion Portfolio Management
Indiana
-$250K -6,511 Closed
MHS
1002
M Holdings Securities
Oregon
-$228K -5,943 Closed
BI
1003
Bramshill Investments
Florida
-$213K -5,556 Closed
IWM
1004
IHT Wealth Management
Illinois
-$213K -5,540 Closed
FIM
1005
Fernwood Investment Management
Massachusetts
-$209K -5,430 Closed
9WM
1006
9258 Wealth Management
Ohio
-$204K -5,304 Closed
ADIM
1007
Alpha DNA Investment Management
Maryland
-$177K -4,617 Closed
BL
1008
Balentine LLC
Georgia
-$84K -2,185 Closed
AWG
1009
Altus Wealth Group
Colorado
-$77K -1,995 Closed
Cohen & Steers
1010
Cohen & Steers
New York
-$67K -1,745 Closed
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
-$66K -1,734 Closed
VBCG
1012
Valley Brook Capital Group
Pennsylvania
-$63K -1,650 Closed
VFA
1013
Valeo Financial Advisors
Indiana
-$46K -1,207 Closed
SFSIG
1014
San Francisco Sentry Investment Group
California
-$41K -1,060 Closed
GSAM
1015
Grant Street Asset Management
Pennsylvania
-$32K -833 Closed
WCM
1016
Wealthcare Capital Management
Virginia
-$30K -770 Closed
TCWM
1017
Total Clarity Wealth Management
Illinois
-$23K -588 Closed
MWM
1018
Mascoma Wealth Management
New Hampshire
-$20K -532 Closed
EP
1019
Eudaimonia Partners
Tennessee
-$18K -468 Closed
QI
1020
QS Investors
New York
-$11K -291 Closed
ACM
1021
Allred Capital Management
Texas
-$9.36K -244 Closed
DAC
1022
Dividend Assets Capital
South Carolina
-$8K -208 Closed
APWM
1023
Atlas Private Wealth Management
New York
-$1K -24 Closed
LPWM
1024
Lake Point Wealth Management
Texas
+$155 +4 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.