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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
EWM
426
Evercore Wealth Management
New York
$1.14M -$5.69K -150 -0.5%
FAT
427
First American Trust
California
$1.12M +$619K +16,315 +126%
BOTW
428
Bank of the West
California
$1.11M -$62.3K -1,643 -5%
PWMAG
429
Pinnacle Wealth Management Advisory Group
New Jersey
$1.11M +$75.7K +1,995 +7%
WAM
430
Weatherly Asset Management
California
$1.11M +$8.8K +232 +0.8%
AIP
431
Ameritas Investment Partners
Nebraska
$1.09M +$104K +2,733 +11%
PWLP
432
Prio Wealth Limited Partnership
Massachusetts
$1.08M +$114K +3,000 +12%
SA
433
Shilanski & Associates
Alaska
$1.07M +$1.06M +27,932 New
JG
434
Jefferies Group
New York
$1.07M -$75.7K -1,995 -7%
I
435
INVST
Indiana
$1.07M +$49.7K +1,309 +5%
WI
436
WrapManager Inc
California
$1.07M +$157K +4,150 +18%
FFBTD
437
First Financial Bank - Trust Division
Ohio
$1.06M +$126K +3,323 +14%
OIM
438
Opus Investment Management
Massachusetts
$1.06M
SFP
439
Strategic Financial Partners
Oregon
$1.06M +$2.09K +55 +0.2%
KWMG
440
King Wealth Management Group
Florida
$1.05M +$16.6K +437 +2%
ZCA
441
Zeke Capital Advisors
Pennsylvania
$1.05M
SWM
442
SeaCrest Wealth Management
New York
$1.04M -$16.4K -432 -2%
DWMG
443
DB Wealth Management Group
California
$1.04M -$31.1K -819 -3%
IFO
444
Independent Family Office
New York
$1.03M
CAM
445
Carret Asset Management
New York
$1.02M -$37.8K -996 -4%
MSFS
446
Main Street Financial Solutions
Pennsylvania
$1.02M +$417 +11 +0%
OAM
447
Occidental Asset Management
California
$1.01M +$84K +2,214 +9%
CAL
448
Capital Advisors Ltd
Ohio
$1.01M +$156K +4,120 +19%
AIS
449
AM Investment Strategies
Tennessee
$1M -$2.05M -54,069 -67%
IC
450
Inscription Capital
Texas
$1M +$379K +10,000 +62%

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.