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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
BAM
376
Baldrige Asset Management
Pennsylvania
$1.44M +$324K +8,684 +30%
NCG
377
Newport Capital Group
New Jersey
$1.43M +$1.38M +37,063 New
PFT
378
Providence First Trust
Arizona
$1.42M +$1.12M +30,065 +439%
MAM
379
MMA Asset Management
Pennsylvania
$1.42M +$1.38M +36,906 New
AF
380
Allworth Financial
California
$1.41M +$16.4K +438 +1%
HWA
381
Heritage Wealth Advisors
Virginia
$1.4M -$957K -25,625 -41%
SIS
382
Sound Income Strategies
Florida
$1.4M -$12.8K -343 -0.9%
First Manhattan
383
First Manhattan
New York
$1.39M -$37.4K -1,000 -3%
SAM
384
SP Asset Management
California
$1.38M +$712K +19,067 +110%
EFS
385
Essex Financial Services
Connecticut
$1.37M +$148K +3,955 +13%
NAG
386
Northstar Advisory Group
New Jersey
$1.36M +$1.32M +35,383 New
CCP
387
Corient Capital Partners
California
$1.35M -$880K -23,554 -40%
APW
388
Austin Private Wealth
Texas
$1.35M -$123K -3,290 -9%
BRWM
389
B. Riley Wealth Management
Tennessee
$1.35M +$72.3K +1,935 +6%
CL
390
CPWM LLC
Washington
$1.35M +$648K +17,350 +98%
NWA
391
Navis Wealth Advisors
New York
$1.35M +$1.31M +35,000 New
KS
392
Karpas Strategies
Connecticut
$1.32M
NEPWA
393
New England Private Wealth Advisors
Massachusetts
$1.32M +$368K +9,840 +40%
WWM
394
WT Wealth Management
Arizona
$1.31M +$1.02M +27,336 +408%
CF
395
Centaurus Financial
California
$1.31M -$352K -9,412 -22%
IF
396
Ironwood Financial
Arizona
$1.3M +$10.3K +277 +0.8%
FFG
397
Fortem Financial Group
California
$1.3M -$35.5K -949 -3%
ACP
398
Aviance Capital Partners
Florida
$1.29M -$29.4K -786 -2%
RWM
399
Ritholtz Wealth Management
New York
$1.29M +$17.5K +469 +1%
CT
400
Caldwell Trust
Florida
$1.29M -$64.2K -1,717 -5%

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.