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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
RA
176
RFG Advisory
Alabama
$5.21M +$10.9K +281 +0.2%
SWP
177
Stratos Wealth Partners
Ohio
$5.2M +$254K +6,553 +5%
LCM
178
Liberty Capital Management
Michigan
$5.16M +$1.97M +50,859 +63%
SIAP
179
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.16M +$58.7K +1,515 +1%
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$5.06M +$100K +2,590 +2%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$4.97M +$179K +4,626 +4%
PIA
182
Powell Investment Advisors
Florida
$4.92M -$1.01M -25,964 -17%
IWA
183
IBEX Wealth Advisors
New Jersey
$4.86M -$350K -9,044 -7%
WC
184
Whitney & Co
New York
$4.84M -$65.7K -1,697 -1%
PCIA
185
Prime Capital Investment Advisors
Kansas
$4.82M +$304K +7,860 +7%
GDP
186
Great Diamond Partners
Maine
$4.7M +$565K +14,582 +14%
SWM
187
Spire Wealth Management
Virginia
$4.68M -$371K -9,583 -7%
MD
188
Money Design
Japan
$4.66M
PFA
189
Pure Financial Advisors
California
$4.64M +$1.15M +29,620 +34%
AFWM
190
AMJ Financial Wealth Management
Virginia
$4.63M +$3.93M +101,521 +628%
Lido Advisors
191
Lido Advisors
California
$4.6M -$25.4K -656 -0.6%
Millennium Management
192
Millennium Management
New York
$4.56M -$261K -6,747 -5%
RBFC
193
Roman Butler Fullerton & Co
Missouri
$4.56M -$532K -13,741 -11%
EH
194
Equitable Holdings
New York
$4.54M +$516K +13,329 +13%
JWCA
195
J.W. Cole Advisors
Florida
$4.51M +$973K +25,126 +28%
SWA
196
Sax Wealth Advisors
New Jersey
$4.5M +$611K +15,778 +16%
PCM
197
Palouse Capital Management
Washington
$4.48M -$20.7K -535 -0.5%
HWM
198
Howard Wealth Management
Connecticut
$4.47M +$52.5K +1,355 +1%
CG
199
Colony Group
Massachusetts
$4.45M +$36.5K +943 +0.8%
DADC
200
D.A. Davidson & Co
Montana
$4.44M +$729K +18,831 +20%

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.