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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
ST
201
Sageworth Trust
Pennsylvania
$4.3M
IFG
202
Independent Financial Group
California
$4.29M +$122K +3,106 +3%
PCM
203
Palouse Capital Management
Washington
$4.28M -$136K -3,475 -3%
ACM
204
Ascendant Capital Management
California
$4.27M -$2.94M -75,000 -41%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$4.26M -$3.95M -100,589 -48%
FFN
206
Focus Financial Network
Minnesota
$4.25M -$6.08K -155 -0.1%
SFG
207
Summit Financial Group
West Virginia
$4.25M +$507K +12,917 +13%
NCM
208
Novare Capital Management
North Carolina
$4.22M +$4.27M +108,742 New
OIA
209
OneDigital Investment Advisors
Kansas
$4.22M -$1.7M -43,336 -29%
CA
210
Corrado Advisors
New Jersey
$4.14M -$119K -3,043 -3%
NA
211
NewEdge Advisors
Louisiana
$4.13M -$4.72M -120,288 -53%
OC
212
Oppenheimer & Co
New York
$4.1M +$418K +10,650 +11%
HFG
213
Heron Financial Group
New York
$4.1M -$35.2K -898 -0.8%
UCFA
214
United Capital Financial Advisors
Texas
$4.06M +$193K +4,912 +5%
FWP
215
FAS Wealth Partners
Kansas
$4.05M +$59.1K +1,507 +1%
NB
216
Northwest Bancshares
Pennsylvania
$4.04M +$105K +2,668 +3%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$4.03M -$182K -4,648 -4%
BC
218
Bartlett & Co
Ohio
$4.03M -$182K -4,648 -4%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$4M +$120K +3,065 +3%
CG
220
Colony Group
Massachusetts
$3.98M -$407K -10,366 -9%
CST
221
Charles Schwab Trust
Nevada
$3.88M -$328K -8,371 -8%
JWBC
222
J.W. Burns & Co
New York
$3.86M -$168K -4,281 -4%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$3.85M -$99.2K -2,529 -2%
MA
224
Mutual Advisors
Nebraska
$3.85M +$42K +1,072 +1%
DE
225
Day & Ennis
Georgia
$3.81M +$106K +2,696 +3%

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.