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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
SFG
101
Sowa Financial Group
Rhode Island
$11.6M +$202K +5,214 +2%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$11.5M -$51.4K -1,326 -0.5%
AAM
103
Autus Asset Management
Arizona
$11.5M -$107K -2,756 -0.9%
CA
104
Cetera Advisors
Colorado
$11.3M +$1.44M +37,074 +15%
CAN
105
Cetera Advisor Networks
California
$11.3M -$9.25M -238,738 -45%
Creative Planning
106
Creative Planning
Kansas
$10.8M -$8.33M -215,027 -44%
NCM
107
Northside Capital Management
Oregon
$10.7M
OMC
108
Overbrook Management Corp
New York
$10.7M -$37.5K -968 -0.4%
ST
109
Smithfield Trust
Pennsylvania
$10.4M -$997K -25,746 -9%
ASN
110
Advisory Services Network
Georgia
$10.2M +$1.16M +29,956 +13%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$10.1M -$105K -2,712 -1%
PPA
112
Parametric Portfolio Associates
Washington
$9.82M +$9.67M +249,726 New
SWIG
113
Strategic Wealth Investment Group
Kentucky
$9.55M +$1.91M +49,415 +26%
RIA
114
Regal Investment Advisors
Michigan
$9.55M +$7.2M +185,856 +327%
CCM
115
Crabel Capital Management
California
$9.27M +$332K +8,568 +4%
WA
116
WestEnd Advisors
North Carolina
$9.24M -$8.99K -232 Closed
IA
117
IndexIQ Advisors
New York
$9.13M +$7.71M +199,049 +600%
WCA
118
Westover Capital Advisors
Delaware
$9.05M +$242K +6,259 +3%
DAS
119
Dynamic Advisor Solutions
Arizona
$8.95M +$207K +5,344 +2%
NA
120
NewEdge Advisors
Louisiana
$8.92M +$194K +5,009 +2%
SP
121
Symmetry Partners
Connecticut
$8.82M +$120K +3,090 +1%
NAM
122
NorthCoast Asset Management
Connecticut
$8.81M +$900K +23,235 +12%
MM
123
Main Management
California
$8.77M -$1.92M -49,579 -18%
AFS
124
Aft Forsyth & Sober
Florida
$8.66M -$147K -3,800 -2%
WDA
125
Wendell David Associates
New Hampshire
$8.59M +$921K +23,786 +12%

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.