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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
JIC
501
Joel Isaacson & Co
New York
$771K +$487K +13,025 +186%
ERWM
502
Elk River Wealth Management
Colorado
$763K +$740K +19,809 New
CCA
503
Checchi Capital Advisers
California
$754K
GEA
504
Glen Eagle Advisors
New Jersey
$747K -$16.8K -449 -2%
PCM
505
Parsons Capital Management
Rhode Island
$743K -$9.98K -267 -1%
SCA
506
Snowden Capital Advisors
New York
$738K -$37.4K -1,000 -5%
WCM
507
WealthBridge Capital Management
Ohio
$738K +$92.9K +2,487 +15%
LAM
508
LifePro Asset Management
California
$733K +$712K +19,042 New
RIG
509
Roosevelt Investment Group
New York
$730K +$708K +18,956 New
1WM
510
1900 Wealth Management
Texas
$725K +$703K +18,816 New
RG
511
Rathbones Group
United Kingdom
$721K
ECG
512
Edge Capital Group
Georgia
$720K -$168K -4,500 -19%
WPW
513
Waldron Private Wealth
Pennsylvania
$713K
EGA
514
E&G Advisors
Texas
$712K
DCM
515
Delta Capital Management
New Jersey
$711K +$20.2K +540 +3%
SBIA
516
Sheaff Brock Investment Advisors
Indiana
$710K -$89.9K -2,407 -12%
PWP
517
Principle Wealth Partners
Connecticut
$707K +$324K +8,679 +90%
SCM
518
Stonehearth Capital Management
Massachusetts
$700K
BAM
519
Barrett Asset Management
New York
$696K +$116K +3,100 +21%
KPWS
520
Kestra Private Wealth Services
Texas
$690K -$16.1K -431 -2%
CIBC World Market
521
CIBC World Market
Ontario, Canada
$687K -$13.8K -370 -2%
BCA
522
Bay Colony Advisors
Massachusetts
$685K -$17.1K -458 -3%
EWA
523
Evolution Wealth Advisors
Florida
$684K +$664K +17,774 New
EWA
524
EP Wealth Advisors
California
$682K +$19.7K +527 +3%
GIA
525
Gladstone Institutional Advisory
Florida
$680K -$134K -3,595 -17%

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.