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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
CWM
276
Chronos Wealth Management
Florida
$2.54M -$58.8K -1,550 -2%
AF
277
Advisornet Financial
Minnesota
$2.48M +$145K +3,825 +6%
MAM
278
MMA Asset Management
Pennsylvania
$2.48M +$1.05M +27,627 +75%
LNC
279
Lincoln National Corp
Pennsylvania
$2.47M +$144K +3,802 +6%
BMA
280
Brooks Moore & Associates
Tennessee
$2.46M +$159K +4,200 +7%
CHC
281
City Holding Co
West Virginia
$2.45M +$186K +4,900 +8%
RIA
282
Realta Investment Advisors
Delaware
$2.45M -$14.6K -384 -0.6%
FAM
283
Flaharty Asset Management
Florida
$2.45M -$5.65K -149 -0.2%
WB
284
WesBanco Bank
West Virginia
$2.43M +$2.4M +63,171 New
TA
285
TFG Advisers
Michigan
$2.42M +$66.9K +1,764 +3%
NW
286
NewEdge Wealth
Pennsylvania
$2.4M +$1.93M +51,002 +445%
NSB
287
Norway Savings Bank
Maine
$2.38M +$392K +10,329 +20%
CWM
288
Cordatus Wealth Management
Pennsylvania
$2.38M +$610K +16,069 +35%
PSUF
289
People's United Financial
Connecticut
$2.37M +$464K +12,225 +25%
RFC
290
Regions Financial Corp
Alabama
$2.36M +$131K +3,446 +6%
HTC
291
Haverford Trust Company
Pennsylvania
$2.34M +$126K +3,310 +6%
CAAS
292
Capital Asset Advisory Services
Michigan
$2.34M +$15.3K +403 +0.7%
TCM
293
Telos Capital Management
California
$2.33M +$235K +6,189 +11%
LCWP
294
Legacy Capital Wealth Partners
Arkansas
$2.31M +$9.41K +248 +0.4%
NAM
295
North American Management
Massachusetts
$2.29M +$66K +1,740 +3%
CPIG
296
Chicago Partners Investment Group
Illinois
$2.25M -$28.1K -741 -1%
LPIC
297
LeJeune Puetz Investment Counsel
Michigan
$2.25M +$143K +3,760 +7%
MOS
298
MGO One Seven
Ohio
$2.24M +$1.04M +27,521 +89%
CGH
299
CMG Global Holdings
Texas
$2.2M +$2.17M +57,250 New
FANJ
300
Financial Architects (New Jersey)
New Jersey
$2.2M -$32.7K -862 -1%

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.