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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
RIA
101
Regal Investment Advisors
Michigan
$11.3M +$1.92M +49,025 +20%
CCG
102
Chatham Capital Group
Georgia
$11.3M +$4.55M +116,000 +67%
AWM
103
AE Wealth Management
Kansas
$11.2M +$4.12M +104,921 +57%
SWIG
104
Strategic Wealth Investment Group
Kentucky
$11.1M +$1.73M +44,034 +18%
ASN
105
Advisory Services Network
Georgia
$10.9M +$815K +20,773 +8%
NCM
106
Northside Capital Management
Oregon
$10.6M -$10K -255 -0.1%
OMC
107
Overbrook Management Corp
New York
$10.5M -$55.5K -1,415 -0.5%
ST
108
Smithfield Trust
Pennsylvania
$10.2M -$54K -1,376 -0.5%
CS
109
Credit Suisse
Switzerland
$10.1M -$1.4M -35,609 -12%
Citigroup
110
Citigroup
New York
$10M -$6.65M -169,587 -40%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$9.72M +$9.82M +250,441 New
SP
112
Symmetry Partners
Connecticut
$9.6M +$1.02M +25,932 +12%
LCM
113
Liberty Capital Management
Michigan
$9.39M +$4.35M +110,798 +84%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$9.31M +$1.39M +35,472 +17%
WCA
115
Westover Capital Advisors
Delaware
$9.18M +$248K +6,332 +3%
WA
116
WestEnd Advisors
North Carolina
$9.12M
MM
117
Main Management
California
$8.86M +$212K +5,414 +2%
NAM
118
NorthCoast Asset Management
Connecticut
$8.82M +$132K +3,375 +2%
MWA
119
Moser Wealth Advisors
Washington
$8.76M +$366K +9,341 +4%
MWM
120
MinichMacGregor Wealth Management
New York
$8.69M +$376K +9,580 +4%
APA
121
American Portfolios Advisors
New York
$8.65M +$3.21M +81,900 +58%
AAS
122
Annex Advisory Services
Wisconsin
$8.63M +$1.7M +43,452 +24%
AIA
123
Angeles Investment Advisors
California
$8.57M -$35.8M -913,208 -81%
WDA
124
Wendell David Associates
New Hampshire
$8.55M +$69.6K +1,775 +0.8%
AFS
125
Aft Forsyth & Sober
Florida
$8.53M -$9.81K -250 -0.1%

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.