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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
HH
151
Hilltop Holdings
Texas
$6.34M +$1.11M +28,338 +21%
SWM
152
Spire Wealth Management
Virginia
$6.34M +$1.76M +44,898 +38%
SLWA
153
San Luis Wealth Advisors
California
$6.26M +$6.33M +161,291 New
RFA
154
Reilly Financial Advisors
California
$6.2M -$62.1K -1,582 -1%
FNT
155
First National Trust
Pennsylvania
$6.2M -$12.2K -310 -0.2%
AWS
156
Arkfeld Wealth Strategies
Nebraska
$6.18M +$3.84K +98 +0.1%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$6.15M +$554K +14,111 +10%
PFA
158
Pure Financial Advisors
California
$6.07M +$1.51M +38,388 +33%
BFC
159
Blue Fin Capital
Rhode Island
$6.01M +$140K +3,563 +2%
BWA
160
BDO Wealth Advisors
Florida
$5.91M +$392K +10,004 +7%
FPS
161
Fieldpoint Private Securities
Connecticut
$5.87M +$146K +3,724 +3%
PWPCM
162
Perella Weinberg Partners Capital Management
New York
$5.85M -$1.01M -25,691 -15%
GWAM
163
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.79M +$138K +3,509 +2%
Franklin Resources
164
Franklin Resources
California
$5.74M -$65.3K -1,666 -1%
Millennium Management
165
Millennium Management
New York
$5.63M +$1.15M +29,236 +25%
HHRDM
166
H&H Retirement Design & Management
Nevada
$5.62M +$140K +3,576 +3%
MLM
167
Mount Lucas Management
Pennsylvania
$5.57M +$2.6M +66,252 +86%
SPIA
168
Steward Partners Investment Advisory
New York
$5.55M -$3.57K -91 -0.1%
SAMT
169
Select Asset Management & Trust
Pennsylvania
$5.54M +$2.29M +58,435 +69%
AFWM
170
AMJ Financial Wealth Management
Virginia
$5.51M +$953K +24,303 +21%
SFI
171
SPC Financial Inc
Maryland
$5.48M -$9.58M -244,276 -63%
SDAM
172
Shulman DeMeo Asset Management
New York
$5.46M +$5.52M +140,793 New
MMA
173
Miracle Mile Advisors
California
$5.46M +$2.44M +62,303 +79%
PWM
174
Paulson Wealth Management
Illinois
$5.44M +$2.2M +55,980 +66%
ACM
175
Azimuth Capital Management
Michigan
$5.36M +$1.62M +41,312 +43%

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.