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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
GC
376
Guggenheim Capital
Illinois
$1.47M +$886K +23,360 +156%
PFT
377
Providence First Trust
Arizona
$1.47M +$55K +1,449 +4%
CCT
378
Capital City Trust
Florida
$1.46M
BSA
379
Bull Street Advisors
Georgia
$1.45M +$14.3K +378 +1%
SAM
380
SP Asset Management
California
$1.45M +$47.7K +1,257 +3%
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M
HWA
382
Heritage Wealth Advisors
Virginia
$1.45M +$53.1K +1,400 +4%
MCC
383
Money Concepts Capital
Florida
$1.45M -$683 -18 -0%
SWP
384
Summit Wealth Partners
Florida
$1.43M +$199K +5,246 +16%
NCG
385
Newport Capital Group
New Jersey
$1.42M
FIM
386
Freedom Investment Management
Connecticut
$1.41M -$441K -11,635 -24%
Capital Fund Management (CFM)
387
Capital Fund Management (CFM)
France
$1.4M +$959K +25,281 +224%
FFS
388
Founders Financial Securities
Maryland
$1.4M -$102K -2,691 -7%
VC
389
Vicus Capital
Pennsylvania
$1.36M +$206K +5,424 +18%
RIG
390
Roosevelt Investment Group
New York
$1.35M +$618K +16,298 +86%
CCP
391
Corient Capital Partners
California
$1.35M
CT
392
Caldwell Trust
Florida
$1.34M +$51.6K +1,360 +4%
LAS
393
Lloyd Advisory Services
Georgia
$1.33M +$1.31M +34,592 New
SG
394
StoneX Group
New York
$1.33M +$111K +2,938 +9%
KS
395
Karpas Strategies
Connecticut
$1.32M
FFG
396
Fortem Financial Group
California
$1.32M +$23.7K +625 +2%
SS
397
Sunbelt Securities
Texas
$1.31M +$50.9K +1,341 +4%
NAG
398
Northstar Advisory Group
New Jersey
$1.3M -$54.5K -1,436 -4%
RWM
399
Ritholtz Wealth Management
New York
$1.29M -$2.2K -58 -0.2%
SFG
400
StrategIQ Financial Group
Indiana
$1.28M +$209K +5,512 +20%

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.