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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
IAN
201
Integrated Advisors Network
Texas
$4.39M +$191K +4,920 +5%
ST
202
Sageworth Trust
Pennsylvania
$4.36M
MPCG
203
Matrix Private Capital Group
New York
$4.36M +$229K +5,920 +6%
SPC
204
Sigma Planning Corp
Michigan
$4.32M +$346K +8,927 +9%
CA
205
Corrado Advisors
New Jersey
$4.31M +$442K +11,411 +12%
FFN
206
Focus Financial Network
Minnesota
$4.31M +$308K +7,947 +8%
HCM
207
HMS Capital Management
Tennessee
$4.31M +$804K +20,750 +23%
BC
208
Bartlett & Co
Ohio
$4.27M -$1.26M -32,579 -23%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$4.27M -$1.26M -32,579 -23%
CST
210
Charles Schwab Trust
Nevada
$4.26M -$9.61K -248 -0.2%
FHB
211
First Hawaiian Bank
Hawaii
$4.25M -$1.96M -50,549 -32%
IFG
212
Independent Financial Group
California
$4.22M +$781K +20,170 +23%
HFG
213
Heron Financial Group
New York
$4.19M -$242K -6,253 -6%
JWBC
214
J.W. Burns & Co
New York
$4.08M -$186K -4,791 -4%
FWP
215
FAS Wealth Partners
Kansas
$4.05M +$336K +8,665 +9%
HSBC Holdings
216
HSBC Holdings
United Kingdom
$4M -$47.1K -1,215 -1%
NB
217
Northwest Bancshares
Pennsylvania
$3.99M +$704K +18,187 +22%
DJSG
218
D.J. St. Germain
Massachusetts
$3.98M -$81.6K -2,106 -2%
GAM
219
Grandview Asset Management
Pennsylvania
$3.94M +$1.22M +31,447 +46%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$3.93M +$160K +4,123 +4%
UCFA
221
United Capital Financial Advisors
Texas
$3.92M +$28.2K +727 +0.7%
MA
222
Mutual Advisors
Nebraska
$3.86M +$146K +3,775 +4%
ACM
223
Azimuth Capital Management
Michigan
$3.81M +$52.7K +1,360 +1%
CAGAS
224
Capital Advisory Group Advisory Services
Minnesota
$3.8M +$359K +9,265 +11%
SFG
225
Summit Financial Group
West Virginia
$3.79M +$446K +11,505 +14%

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.