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iShares Preferred and Income Securities ETF

961 hedge funds and large institutions have $8.4B invested in iShares Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 201 funds opening new positions, 358 increasing their positions, 278 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 44

29% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 278

29% more capital invested

Capital invested by funds: $6.53B → $8.4B (+$1.87B)

18% more funds holding

Funds holding: 815961 (+146)

9% more funds holding in top 10

Funds holding in top 10: 4650 (+4)

4.63% more ownership

Funds ownership: 38.45%43.08% (+4.6%)

33% less call options, than puts

Call options by funds: $13M | Put options by funds: $19.4M

Holders
961
Holders Change
+146
Holders Change %
+17.91%
% of All Funds
17.01%
Holding in Top 10
50
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.7%
% of All Funds
0.88%
New
201
Increased
358
Reduced
278
Closed
44
Calls
$13M
Puts
$19.4M
Net Calls
-$6.37M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
226
Pekin Hardy Strauss
Illinois
$3.32M +$338K +9,045 +12%
EH
227
Equitable Holdings
New York
$3.31M +$173K +4,640 +6%
CWM
228
Centric Wealth Management
Illinois
$3.3M +$3.2M +85,721 New
GSBTD
229
Glenview State Bank Trust Department
Illinois
$3.3M +$269K +7,188 +9%
LFASL
230
Lugano Financial Advisors SA (LFA)
Switzerland
$3.3M +$1.01M +27,017 +46%
JWCA
231
J.W. Cole Advisors
Florida
$3.29M -$470K -12,591 -13%
APP
232
Avantax Planning Partners
Iowa
$3.28M +$690K +18,467 +28%
CCT
233
Country Club Trust
Missouri
$3.25M +$2.66M +71,110 +515%
PWW
234
Pettyjohn Wood & White
Virginia
$3.24M +$78.3K +2,095 +3%
BCM
235
Brookstone Capital Management
Illinois
$3.2M -$633K -16,937 -17%
WT
236
Whittier Trust
California
$3.2M -$370K -9,890 -11%
AWS
237
AJ Wealth Strategies
New York
$3.19M +$671K +17,949 +28%
FWP
238
FAS Wealth Partners
Kansas
$3.19M +$1.74M +46,640 +129%
IA
239
IFP Advisors
Florida
$3.18M +$698K +18,671 +29%
CFGS
240
Concourse Financial Group Securities
Alabama
$3.18M -$130K -3,488 -4%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$3.16M +$1.08M +29,012 +55%
HIP
242
HUB Investment Partners
Texas
$3.16M +$3.24M +86,640 New
RFA
243
Reilly Financial Advisors
California
$3.15M +$2.31M +61,710 +306%
DCM
244
Donaldson Capital Management
Indiana
$3.14M -$31.7K -849 -1%
DE
245
Day & Ennis
Georgia
$3.14M -$11.2K -301 -0.4%
AIS
246
AM Investment Strategies
Tennessee
$3.09M -$186K -4,975 -6%
PP
247
Prudential plc
United Kingdom
$3.08M -$4.48M -120,000 -60%
AWM
248
Atticus Wealth Management
Florida
$3.07M +$328K +8,774 +12%
AHC
249
Adell Harriman & Carpenter
Texas
$3.01M -$533K -14,257 -15%
JPLA
250
Joseph P. Lucia & Associates
New York
$3M -$176K -4,717 -6%

PFF Hedge Fund Activity: Q4 2020 in Review

961 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2020, worth a combined $8.4B — up 29% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new PFF positions and 44 closed out — a net gain of 157 holders — while 358 added to existing stakes and 278 trimmed.

The largest buyer was BlackRock, adding an estimated $267M. The largest seller was Jane Street, cutting an estimated $45M.

  • 961 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2020, up from 815 in Q3 2020.
  • Funds reported $8.4B of iShares Preferred and Income Securities ETF stock for Q4 2020, up 29% quarter-over-quarter.
  • 201 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2020 and 44 closed out, a net change of +157 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2020 was BlackRock, an estimated $267M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2020 was Jane Street, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2020.