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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
MWA
126
Moser Wealth Advisors
Washington
$8.51M +$114K +2,942 +1%
MWM
127
MinichMacGregor Wealth Management
New York
$8.43M +$8.3M +214,271 New
DWM
128
Dakota Wealth Management
Florida
$8.41M +$2.45M +63,275 +42%
QIM
129
Quest Investment Management
Oregon
$8.38M +$57K +1,471 +0.7%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$8.27M -$101K -2,613 -1%
Bank of Nova Scotia
131
Bank of Nova Scotia
Ontario, Canada
$8.27M +$8.15M +210,294 New
BU
132
BBVA USA
Alabama
$8.26M +$8.13M +209,990 New
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$8.04M +$635K +16,398 +9%
APP
134
Avantax Planning Partners
Iowa
$7.45M +$4.2M +108,517 +134%
ACA
135
Atlas Capital Advisors
Wyoming
$7.39M +$37K +956 +0.5%
TCPWM
136
Traverso Chambers Private Wealth Management
California
$7.36M +$49.5K +1,277 +0.7%
PAS
137
Park Avenue Securities
New York
$7.34M +$592K +15,285 +9%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$7.32M -$19.4K -501 -0.3%
ACM
139
Ascendant Capital Management
California
$7.28M +$581K +15,000 +9%
MBT
140
Montecito Bank & Trust
California
$7.26M +$531K +13,705 +8%
AWM
141
AE Wealth Management
Kansas
$7.25M -$2.37M -61,221 -25%
ClearBridge Investments
142
ClearBridge Investments
New York
$7.17M +$434K +11,200 +7%
WS
143
Wedbush Securities
California
$7.04M +$187K +4,818 +3%
AAS
144
Annex Advisory Services
Wisconsin
$7.04M +$347K +8,958 +5%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$7.04M +$2.55M +65,761 +58%
ISWM
146
Independent Solutions Wealth Management
New York
$7M -$77.1K -1,991 -1%
CWS
147
Cypress Wealth Services
California
$6.95M +$66.2K +1,709 +1%
CAWM
148
Capital Advisors Wealth Management
Washington
$6.94M +$721K +18,621 +12%
PWPCM
149
Perella Weinberg Partners Capital Management
New York
$6.94M
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$6.92M -$15.3K -394 -0.2%

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.