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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
SFP
501
Sterling Financial Planning
New Jersey
$770K -$85.1K -2,243 -10%
LCS
502
Levin Capital Strategies
New York
$768K +$759K +20,000 New
EWA
503
Evolution Wealth Advisors
Florida
$763K +$79.3K +2,090 +12%
HWM
504
Hohimer Wealth Management
Washington
$756K +$93.5K +2,465 +14%
AAIM
505
Asset Advisors Investment Management
Georgia
$755K +$72.1K +1,900 +11%
CCA
506
Checchi Capital Advisers
California
$752K
BAM
507
Barrett Asset Management
New York
$745K +$51.2K +1,350 +7%
BG
508
Benedetti & Gucer
Georgia
$745K +$736K +19,405 New
GEA
509
Glen Eagle Advisors
New Jersey
$743K -$1.14K -30 -0.2%
PCM
510
Parsons Capital Management
Rhode Island
$741K
FWP
511
Falcon Wealth Planning
California
$737K -$78.6K -2,073 -10%
Betterment LLC
512
Betterment LLC
New York
$726K +$97.7K +2,576 +16%
RFN
513
RDA Financial Network
Iowa
$723K -$45.5K -1,200 -6%
VCWA
514
Vanguard Capital Wealth Advisors
Colorado
$722K -$151K -3,991 -18%
HIA
515
Harbor Investment Advisory
Maryland
$721K -$96K -2,530 -12%
SXL
516
Summit X LLC
Missouri
$720K -$184K -4,860 -21%
RG
517
Rathbones Group
United Kingdom
$719K
ECG
518
Edge Capital Group
Georgia
$718K
WPW
519
Waldron Private Wealth
Pennsylvania
$711K
RWB
520
RMR Wealth Builders
New Jersey
$710K +$362K +9,532 +107%
EGA
521
E&G Advisors
Texas
$709K -$759 -20 -0.1%
EAMA
522
EFG Asset Management (Americas)
Florida
$706K +$205K +5,408 +42%
NIC
523
Northwest Investment Counselors
Oregon
$693K -$83.7K -2,207 -11%
AOWM
524
Alpha Omega Wealth Management
Virginia
$687K +$13.2K +348 +2%
NFG
525
Next Financial Group
Texas
$676K +$176K +4,628 +36%

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.