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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
MCM
1001
Murphy Capital Management
New Jersey
-$228K -5,820 Closed
WDG
1002
Wealth Dimensions Group
Ohio
-$218K -5,547 Closed
CCA
1003
Conestoga Capital Advisors
Pennsylvania
-$218K -5,531 Closed
EWM
1004
Executive Wealth Management
Michigan
-$213K -5,436 Closed
NWM
1005
Northwest Wealth Management
Iowa
-$211K -5,373 Closed
NWA
1006
New World Advisors
Massachusetts
-$210K -5,329 Closed
PWM
1007
Palumbo Wealth Management
New York
-$210K -5,329 Closed
FI
1008
Financial Insights
Washington
-$2.06M -5,244 Closed
CWM
1009
Concentrum Wealth Management
California
-$201K -5,105 Closed
SB
1010
Strategic Blueprint
Georgia
-$193K -4,908 Closed
AIG
1011
American International Group
New York
-$118K -3,000 Closed
PWP
1012
Personal Wealth Partners
Minnesota
-$79K -2,020 Closed
PGWM
1013
Parisi Gray Wealth Management
New Jersey
-$51K -1,304 Closed
RDWM
1014
Red Door Wealth Management
Tennessee
-$43K -1,100 Closed
CWC
1015
Carolinas Wealth Consulting
North Carolina
-$35K -878 Closed
EBSAM
1016
Eubel Brady & Suttman Asset Management
Ohio
-$31K -800 Closed
AWMS
1017
Advocacy Wealth Management Services
Georgia
-$26K -667 Closed
BBL
1018
Beck Bode LLC
Massachusetts
-$20K -515 Closed
FFG
1019
Ford Financial Group
California
-$20K -511 Closed
M1FG
1020
Mach-1 Financial Group
Arkansas
-$16K -408 Closed
IPW
1021
IronBridge Private Wealth
Texas
-$16K -396 Closed
TPCW
1022
TD Private Client Wealth
New York
-$11.4K -290 Closed
AIL
1023
AGF Investments LLC
Ontario, Canada
-$11K -286 Closed
PSIWM
1024
Paradigm Strategies in Wealth Management
Minnesota
-$8K -207 Closed
IHWM
1025
Iron Horse Wealth Management
Iowa
-$7.84K -200 -98%

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.