We are live on ! Find out more
PFF icon

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
PAS
126
Park Avenue Securities
New York
$8.5M +$1.27M +32,473 +17%
K
127
Kemper
Illinois
$8.4M -$8.49M -216,500 -50%
QIM
128
Quest Investment Management
Oregon
$8.34M +$72.4K +1,846 +0.9%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$8.31M +$151K +3,848 +2%
BU
130
BBVA USA
Alabama
$7.98M -$173K -4,408 -2%
WI
131
WBI Investments
New Jersey
$7.91M +$2.52M +64,344 +46%
OMC
132
Old Mission Capital
Illinois
$7.73M +$7.81M +199,224 New
ACA
133
Atlas Capital Advisors
Wyoming
$7.73M +$443K +11,294 +6%
MBT
134
Montecito Bank & Trust
California
$7.47M +$310K +7,900 +4%
GTAM
135
Global Trust Asset Management
Florida
$7.45M +$5.56M +141,707 +282%
TCPWM
136
Traverso Chambers Private Wealth Management
California
$7.4M +$143K +3,653 +2%
CAWM
137
Capital Advisors Wealth Management
Washington
$7.26M +$417K +10,625 +6%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$7.22M -$4.47K -114 -0.1%
CCT
139
Country Club Trust
Missouri
$7.22M +$1.79M +45,536 +33%
CAM
140
Congress Asset Management
Massachusetts
$7.19M +$471K +12,002 +7%
CWS
141
Cypress Wealth Services
California
$7.1M +$246K +6,278 +4%
GWM
142
Geneos Wealth Management
Colorado
$7.06M +$592K +15,084 +9%
WS
143
Wedbush Securities
California
$7M +$52.6K +1,342 +0.7%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$7M +$175K +4,449 +3%
ClearBridge Investments
145
ClearBridge Investments
New York
$6.95M -$118K -3,000 -2%
PFS
146
Prospera Financial Services
Texas
$6.77M +$467K +11,901 +7%
JGIA
147
Jackson Grant Investment Advisers
Connecticut
$6.73M +$383K +9,753 +6%
AC
148
Avestar Capital
New York
$6.64M +$42.5K +1,084 +0.6%
ISWM
149
Independent Solutions Wealth Management
New York
$6.47M -$441K -11,245 -6%
WCM
150
Windsor Capital Management
Arizona
$6.43M -$103K -2,631 -2%

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.