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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
RIA
301
Regal Investment Advisors
Michigan
$2.19M -$8.45M -222,727 -80%
FNBOSM
302
First National Bank of South Miami
Florida
$2.17M +$84.9K +2,238 +4%
MIAN
303
Mariner Independent Advisor Network
Kansas
$2.17M -$45.4K -1,197 -2%
UIC
304
Uniplan Investment Counsel
Wisconsin
$2.17M -$150K -3,954 -7%
CT
305
Coastline Trust
Rhode Island
$2.17M +$512K +13,510 +32%
OPS
306
Orion Portfolio Solutions
Nebraska
$2.16M +$62.4K +1,646 +3%
FAIM
307
Financial Advocates Investment Management
Washington
$2.16M +$1.39M +36,684 +187%
SC
308
Slow Capital
California
$2.15M +$256K +6,744 +14%
SC
309
SouthState Corp
Florida
$2.13M +$165K +4,350 +8%
FWA
310
FOCUS Wealth Advisors
Texas
$2.11M +$26.1K +689 +1%
AWM
311
Altium Wealth Management
New York
$2.1M -$176K -4,632 -8%
DI
312
Disciplined Investments
Oklahoma
$2.07M +$69.3K +1,828 +4%
DIP
313
DT Investment Partners
Pennsylvania
$2.06M +$160K +4,218 +9%
BAM
314
Belpointe Asset Management
Nevada
$2.06M -$40.8K -1,075 -2%
Jane Street
315
Jane Street
New York
$2.04M -$31.6M -834,012 -94%
PA
316
Pinnacle Associates
New York
$2.02M +$22.6K +595 +1%
LFA
317
Lighthouse Financial Advisors
Maryland
$2M +$1.98M +52,224 New
SCG
318
Sonata Capital Group
Washington
$2M -$29.8K -785 -1%
BFPW
319
BOK Financial Private Wealth
Colorado
$1.97M -$23.7K -624 -1%
Citadel Advisors
320
Citadel Advisors
Florida
$1.95M -$2.25M -59,260 -54%
WWM
321
Western Wealth Management
Colorado
$1.94M +$45.1K +1,189 +2%
CTC
322
Central Trust Company
Missouri
$1.92M +$447K +11,772 +31%
WPC
323
White Pine Capital
Minnesota
$1.91M +$18.7K +493 +1%
BEI
324
Benjamin Edwards Inc
Missouri
$1.89M -$307K -8,093 -14%
TCM
325
Traynor Capital Management
Pennsylvania
$1.89M +$269K +7,105 +17%

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.