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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
CCG
151
Chatham Capital Group
Georgia
$6.86M +$1.12M +28,865 +20%
CAM
152
Congress Asset Management
Massachusetts
$6.82M +$454K +11,730 +7%
AC
153
Avestar Capital
New York
$6.69M +$4.98M +128,621 +310%
WCM
154
Windsor Capital Management
Arizona
$6.62M -$197K -5,083 -3%
GWM
155
Geneos Wealth Management
Colorado
$6.59M -$1.81M -46,641 -22%
JGIA
156
Jackson Grant Investment Advisers
Connecticut
$6.44M +$581K +14,991 +10%
PFS
157
Prospera Financial Services
Texas
$6.39M +$313K +8,077 +5%
RFA
158
Reilly Financial Advisors
California
$6.35M +$775K +19,997 +14%
FNT
159
First National Trust
Pennsylvania
$6.29M -$1.15M -29,813 -16%
AWS
160
Arkfeld Wealth Strategies
Nebraska
$6.29M -$46.4K -1,198 -0.7%
OIA
161
OneDigital Investment Advisors
Kansas
$5.98M -$114K -2,931 -2%
BFC
162
Blue Fin Capital
Rhode Island
$5.96M -$40.3K -1,040 -0.7%
Franklin Resources
163
Franklin Resources
California
$5.89M -$755K -19,503 -12%
FPS
164
Fieldpoint Private Securities
Connecticut
$5.76M +$1.23M +31,629 +27%
IAS
165
IMA Advisory Services
Colorado
$5.75M -$253K -6,543 -4%
GWAM
166
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.73M +$235K +6,056 +4%
Fiera Capital (Canada)
167
Fiera Capital (Canada)
Quebec, Canada
$5.68M +$282K +7,287 +5%
SPIA
168
Steward Partners Investment Advisory
New York
$5.63M +$121K +3,127 +2%
BWA
169
BDO Wealth Advisors
Florida
$5.59M +$687K +17,733 +14%
HHRDM
170
H&H Retirement Design & Management
Nevada
$5.57M -$436K -11,245 -7%
KOMWMG
171
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.55M -$29.1K -750 -0.5%
APA
172
American Portfolios Advisors
New York
$5.55M +$395K +10,185 +8%
WI
173
WBI Investments
New Jersey
$5.48M +$5.4M +139,409 New
CCT
174
Country Club Trust
Missouri
$5.47M +$1.19M +30,843 +28%
HH
175
Hilltop Holdings
Texas
$5.32M +$737K +19,030 +16%

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.