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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
EVM
26
Eaton Vance Management
Massachusetts
$56M -$1.51M -40,508 -3%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$55.8M -$5.01M -134,030 -8%
ECM
28
Evergreen Capital Management
Washington
$50.2M +$2.13M +57,097 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$47.2M -$11.5M -309,070 -20%
EWM
30
Edge Wealth Management
New York
$44.6M +$286K +7,661 +0.7%
SG Americas Securities
31
SG Americas Securities
New York
$44M +$42.2M +1,130,600 +8,890%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$43.7M
Mariner
33
Mariner
Kansas
$42.4M +$7.29M +195,210 +22%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$41.9M +$6.41M +171,455 +19%
SAMC
35
Spectrum Asset Management (Connecticut)
Connecticut
$41.3M -$3.98M -106,421 -9%
HighTower Advisors
36
HighTower Advisors
Illinois
$40.7M +$5.9M +157,784 +18%
RJA
37
Raymond James & Associates
Florida
$38.9M -$5.48M -146,718 -13%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$38.6M +$1.49M +39,881 +4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$38.4M +$6.36M +170,210 +21%
WF
40
Welch & Forbes
Massachusetts
$36M +$565K +15,130 +2%
Marshall Wace
41
Marshall Wace
United Kingdom
$35.5M +$23.7M +635,182 +222%
FIA
42
Foundations Investment Advisors
Arizona
$35M +$34.4M +920,721 New
Jane Street
43
Jane Street
New York
$34.2M -$45M -1,204,150 -58%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$32.3M +$31.4M +840,000 New
SMFG
45
Sumitomo Mitsui Financial Group
Japan
$32.2M +$5.2M +139,148 +20%
MFM
46
MD Financial Management
Ontario, Canada
$30.3M +$466K +12,477 +2%
CI
47
Conning Inc
Connecticut
$30.1M
JIP
48
Jaffetilchin Investment Partners
Florida
$29.9M +$12.4M +330,782 +74%
IWS
49
Insight Wealth Strategies
California
$29.3M +$753K +20,148 +3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$26.1M +$12.9M +346,474 +100%

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.