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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
AC
551
Avestar Capital
New York
$596K +$221K +5,915 +62%
DIM
552
Delta Investment Management
California
$596K +$579K +15,501 New
CSIA
553
Charles Schwab Investment Advisory
California
$594K +$577K +15,447 New
FWIA
554
Fort Washington Investment Advisors
Ohio
$590K
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$587K
FB
556
Fulton Bank
Pennsylvania
$582K
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$582K +$127K +3,400 +29%
RVPG
558
Relative Value Partners Group
$580K -$32.7K -876 -5%
BCM
559
Bowie Capital Management
Texas
$578K
CK
560
Cohen Klingenstein
New York
$578K
GC
561
Guggenheim Capital
Illinois
$578K +$231K +6,170 +70%
VVP
562
Venture Visionary Partners
Ohio
$578K +$561K +15,020 New
GFS
563
GYL Financial Synergies
Connecticut
$577K -$62.2K -1,665 -10%
CC
564
Cornerstone Capital
California
$573K
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$573K +$30.5K +816 +6%
WP
566
WealthPLAN Partners
Nebraska
$572K +$268K +7,164 +91%
BFA
567
Beaumont Financial Advisors
Massachusetts
$563K +$298K +7,974 +121%
CL
568
Choreo LLC
Illinois
$559K -$8.22K -220 -1%
CSIC
569
Clifford Swan Investment Counsel
California
$559K -$5.23K -140 -1%
RCAG
570
Rehmann Capital Advisory Group
Michigan
$551K -$84.3K -2,256 -14%
RFWA
571
RPg Family Wealth Advisory
Massachusetts
$550K -$10.1K -271 -2%
AC
572
Alexandria Capital
Virginia
$546K
WP
573
WealthShield Partners
North Carolina
$543K -$591K -15,806 -53%
SB
574
Sunflower Bank
Texas
$542K +$526K +14,090 New
WPC
575
Waters Parkerson & Co
Louisiana
$541K

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.