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iShares Preferred and Income Securities ETF

953 hedge funds and large institutions have $7.39B invested in iShares Preferred and Income Securities ETF in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 428 increasing their positions, 296 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 296

2% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 84

1% less funds holding

Funds holding: 961953 (-8)

2.84% less ownership

Funds ownership: 43.08%40.24% (-2.8%)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

12% less capital invested

Capital invested by funds: $8.4B → $7.39B (-$1.01B)

92% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $58.9M

Holders
953
Holders Change
-8
Holders Change %
-0.83%
% of All Funds
16.73%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.79%
New
86
Increased
428
Reduced
296
Closed
84
Calls
$4.54M
Puts
$58.9M
Net Calls
-$54.3M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Atticus Wealth Management
Florida
$3.25M +$180K +4,746 +6%
DSC
227
Duncker Streett & Co
Missouri
$3.24M -$607K -16,001 -16%
WT
228
Whittier Trust
California
$3.22M +$32.5K +858 +1%
PWM
229
Paulson Wealth Management
Illinois
$3.22M +$324K +8,544 +11%
GSBTD
230
Glenview State Bank Trust Department
Illinois
$3.22M -$72.6K -1,913 -2%
NB
231
Northwest Bancshares
Pennsylvania
$3.2M +$753K +19,851 +31%
AWS
232
AJ Wealth Strategies
New York
$3.19M +$4.93K +130 +0.2%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$3.15M
CFGS
234
Concourse Financial Group Securities
Alabama
$3.15M -$19.3K -510 -0.6%
ACM
235
Anfield Capital Management
California
$3.13M -$255K -6,720 -8%
APP
236
Avantax Planning Partners
Iowa
$3.1M -$164K -4,316 -5%
GW
237
GW & Wade
Massachusetts
$3.1M +$263K +6,934 +9%
HI
238
Harbour Investments
Wisconsin
$3.09M +$3.05M +80,475 New
HWA
239
HCR Wealth Advisors
California
$3.08M -$1.28M -33,658 -30%
LCM
240
Liberty Capital Management
Michigan
$3.08M +$667K +17,590 +28%
IA
241
IFP Advisors
Florida
$3.08M -$81.9K -2,159 -3%
PHS
242
Pekin Hardy Strauss
Illinois
$3.06M -$249K -6,565 -8%
DCM
243
Donaldson Capital Management
Indiana
$3.03M -$95K -2,504 -3%
KIA
244
KCM Investment Advisors
California
$3.02M -$1.72M -45,352 -37%
LFASL
245
Lugano Financial Advisors SA (LFA)
Switzerland
$2.97M -$319K -8,399 -10%
CAM
246
Cresset Asset Management
Illinois
$2.96M +$13.1K +345 +0.4%
MLM
247
Mount Lucas Management
Pennsylvania
$2.94M +$50.5K +1,332 +2%
DE
248
Day & Ennis
Georgia
$2.92M -$209K -5,508 -7%
MC
249
Mathes Company
New York
$2.91M +$266K +7,000 +10%
SC
250
Sierra Capital
Florida
$2.9M +$2.86M +75,386 New

PFF Hedge Fund Activity: Q1 2021 in Review

953 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2021, worth a combined $7.39B — down 12% from $8.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PFF positions and 84 closed out — a net gain of 2 holders — while 428 added to existing stakes and 296 trimmed.

The largest buyer was Bank of America, adding an estimated $169M. The largest seller was BlackRock, cutting an estimated $562M.

  • 953 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2021, down from 961 in Q4 2020.
  • Funds reported $7.39B of iShares Preferred and Income Securities ETF stock for Q1 2021, down 12% quarter-over-quarter.
  • 86 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2021 and 84 closed out, a net change of +2 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2021 was Bank of America, an estimated $169M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2021 was BlackRock, an estimated $562M sold.

Based on aggregated 13F filings for Q1 2021.