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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
CAM
251
Cresset Asset Management
Illinois
$2.96M -$1.3M -34,766 -31%
HH
252
Hilltop Holdings
Texas
$2.95M +$2.26M +60,440 +376%
MLM
253
Mount Lucas Management
Pennsylvania
$2.9M +$228K +6,102 +9%
PWM
254
Paulson Wealth Management
Illinois
$2.86M +$2.78M +74,356 New
IBOK
255
Independence Bank of Kentucky
Kentucky
$2.85M +$40.2K +1,075 +1%
GW
256
GW & Wade
Massachusetts
$2.85M -$201K -5,384 -7%
OC
257
Oppenheimer & Co
New York
$2.85M +$331K +8,856 +14%
NB
258
NBT Bank
New York
$2.81M +$95.6K +2,559 +4%
MAFM
259
Mid Atlantic Financial Management
Pennsylvania
$2.78M +$148K +3,966 +6%
CFGF
260
Compass Financial Group (Florida)
Florida
$2.77M +$1.83K +49 +0.1%
CAGAS
261
Capital Advisory Group Advisory Services
Minnesota
$2.76M +$1.95M +52,088 +268%
WA
262
Winfield Associates
Ohio
$2.75M +$313K +8,390 +13%
RWG
263
Ratio Wealth Group
Colorado
$2.71M +$2.63M +70,370 New
BFG
264
Beacon Financial Group
Texas
$2.71M -$71.6K -1,916 -3%
CST
265
Charles Schwab Trust
Nevada
$2.67M +$2.59M +69,390 New
MC
266
Mathes Company
New York
$2.65M -$206K -5,500 -7%
CNFG
267
Creegan & Nassoura Financial Group
New Hampshire
$2.64M -$4.67K -125 -0.2%
CWM
268
Chronos Wealth Management
Florida
$2.61M -$37.4K -1,000 -1%
CW
269
CreativeOne Wealth
Kansas
$2.61M +$806K +21,560 +47%
NL
270
NVWM LLC
Pennsylvania
$2.56M +$88.2K +2,361 +4%
SFG
271
Summit Financial Group
West Virginia
$2.54M +$749K +20,051 +44%
SLA
272
Silver Lake Advisory
Utah
$2.51M +$166K +4,446 +7%
M&T Bank
273
M&T Bank
New York
$2.49M -$28.7K -768 -1%
RIA
274
Realta Investment Advisors
Delaware
$2.47M -$20.2K -541 -0.8%
CA
275
Corrado Advisors
New Jersey
$2.47M -$146K -3,914 -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.