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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
SW
351
StrongBox Wealth
Missouri
$1.67M +$228K +6,016 +16%
MCM
352
Monument Capital Management
Virginia
$1.67M +$732K +19,300 +80%
Comerica Bank
353
Comerica Bank
Texas
$1.66M +$464K +12,231 +40%
FNC
354
First National Corp
Massachusetts
$1.65M -$234K -6,164 -13%
CL
355
CPWM LLC
Washington
$1.65M +$302K +7,953 +23%
KFI
356
Key Financial Inc
Pennsylvania
$1.64M +$96.5K +2,544 +6%
AWM
357
Accel Wealth Management
Iowa
$1.63M +$127K +3,349 +9%
LIA
358
LBMC Investment Advisors
Tennessee
$1.62M -$66.1K -1,742 -4%
AC
359
Avestar Capital
New York
$1.61M +$987K +26,030 +168%
EFS
360
Essex Financial Services
Connecticut
$1.6M +$233K +6,149 +17%
RBCM
361
Raub Brock Capital Management
California
$1.59M +$496K +13,075 +46%
Man Group
362
Man Group
United Kingdom
$1.58M +$1.33M +35,173 +590%
KCM
363
Kennicott Capital Management
California
$1.57M +$1.55M +40,958 New
MIM
364
Macroview Investment Management
Maryland
$1.57M -$15.6K -410 -1%
XF
365
XML Financial
Maryland
$1.55M +$13K +344 +0.9%
BP
366
Ballentine Partners
Massachusetts
$1.54M +$703K +18,546 +86%
FNB
367
Farmers National Bank
Kentucky
$1.53M -$27.6K -728 -2%
BOM
368
Bank of Marin
California
$1.53M -$161K -4,256 -10%
EDRH
369
Edmond de Rothschild Holding
Switzerland
$1.52M
TAM
370
Tocqueville Asset Management
New York
$1.51M
CCA
371
Clearwater Capital Advisors
Illinois
$1.51M -$8.72K -230 -0.6%
GG
372
Golden Green
South Carolina
$1.5M -$2.04M -53,773 -58%
TWA
373
TPB Wealth Advisors
Texas
$1.5M +$1.52M +40,000 New
AP
374
Advisors Preferred
Maryland
$1.48M +$353K +9,300 +32%
SSW
375
Smith Shellnut Wilson
Mississippi
$1.47M +$9.9K +261 +0.7%

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.