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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
B
401
Bellecapital
Switzerland
$1.28M +$3.21K +86 +0.3%
SS
402
Sunbelt Securities
Texas
$1.27M +$378K +10,112 +44%
SAS
403
Stelac Advisory Services
New York
$1.26M +$643K +17,198 +111%
FA
404
FMA Advisory
Pennsylvania
$1.26M +$438K +11,734 +56%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$1.25M +$137K +3,666 +13%
SWP
406
Summit Wealth Partners
Florida
$1.23M -$39.7K -1,062 -3%
LA
407
Latitude Advisors
Florida
$1.22M +$1.18M +31,668 New
SG
408
StoneX Group
New York
$1.22M -$50.6K -1,355 -4%
OCM
409
Orion Capital Management
California
$1.21M +$1.39M +37,315 New
PGAM
410
Princeton Global Asset Management
New Jersey
$1.2M +$97.7K +2,616 +9%
SCA
411
STALEY CAPITAL ADVISERS
Pennsylvania
$1.2M
DC
412
Davenport & Co
Virginia
$1.19M -$110K -2,934 -9%
MOS
413
MGO One Seven
Ohio
$1.18M +$148K +3,974 +15%
BOTW
414
Bank of the West
California
$1.18M +$224K +5,991 +24%
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
$1.18M +$26.6K +712 +2%
IA
416
IFG Advisory
Georgia
$1.18M +$264K +7,070 +30%
Comerica Bank
417
Comerica Bank
Texas
$1.17M +$200K +5,349 +21%
BKA
418
Brick & Kyle Associates
Pennsylvania
$1.16M -$41.5K -1,110 -4%
MWA
419
Meridian Wealth Advisors
Texas
$1.16M +$128K +3,421 +13%
WJA
420
Willis Johnson & Associates
Texas
$1.16M +$1.12M +30,045 New
VC
421
Vicus Capital
Pennsylvania
$1.15M +$404K +10,810 +56%
TF
422
Trek Financial
Arizona
$1.15M +$1.12M +29,970 New
JG
423
Jefferies Group
New York
$1.15M -$7.32K -196 -0.7%
EWM
424
Evercore Wealth Management
New York
$1.15M +$183K +4,900 +20%
RRWA
425
Rainey & Randall Wealth Advisors
Florida
$1.15M +$181K +4,837 +19%

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.