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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
GWM
526
Greenwich Wealth Management
Connecticut
$674K +$167K +4,399 +33%
FMC
527
First Merchants Corp
Indiana
$670K -$124K -3,256 -16%
TNBTD
528
Trustmark National Bank Trust Department
Mississippi
$668K +$4.02K +106 +0.6%
BTWM
529
Baker Tilly Wealth Management
Wisconsin
$664K -$173K -4,566 -21%
AMM
530
American Money Management
California
$661K +$405K +10,675 +163%
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$660K -$580K -15,283 -47%
SFG
532
Sage Financial Group
Pennsylvania
$658K +$54.5K +1,436 +9%
JWA
533
JFS Wealth Advisors
Pennsylvania
$656K -$10.8K -284 -2%
GA
534
GoalVest Advisory
New York
$655K -$294K -7,761 -31%
MCM
535
MV Capital Management
Maryland
$651K -$1.64M -43,133 -72%
ST
536
Sabal Trust
Florida
$650K
CIBC World Market
537
CIBC World Market
Ontario, Canada
$646K -$38.7K -1,020 -6%
SCM
538
Stonehearth Capital Management
Massachusetts
$639K -$58.6K -1,546 -9%
WCG
539
Weaver Consulting Group
California
$631K +$12.6K +332 +2%
TWM
540
Tradition Wealth Management
Minnesota
$628K +$32.4K +855 +6%
RC
541
Reik & Co
New York
$627K +$299K +7,890 +93%
BB
542
Bell Bank
North Dakota
$624K
RVPG
543
Relative Value Partners Group
$621K +$42.2K +1,112 +7%
AFWM
544
AMJ Financial Wealth Management
Virginia
$621K +$613K +16,174 New
PMG
545
ProVise Management Group
Florida
$614K
SAS
546
Sanford Advisory Services
Michigan
$605K -$40.8K -1,075 -6%
KPCM
547
Kings Point Capital Management
New York
$604K +$161K +4,250 +37%
CCG
548
Cypress Capital Group
Florida
$602K -$948 -25 -0.2%
PWP
549
Principle Wealth Partners
Connecticut
$596K -$108K -2,857 -16%
FHA
550
First Horizon Advisors
Tennessee
$594K +$134K +3,531 +30%

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.