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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
FWIA
551
Fort Washington Investment Advisors
Ohio
$589K
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$587K
CA
553
Cornerstone Advisory
Maryland
$586K +$254K +6,697 +78%
TSS
554
Two Sigma Securities
New York
$584K +$577K +15,206 New
BHWM
555
Bar Harbor Wealth Management
New Hampshire
$581K
FB
556
Fulton Bank
Pennsylvania
$580K
WMA
557
Wealth Management Associates
New Jersey
$577K +$186K +4,910 +49%
BCM
558
Bowie Capital Management
Texas
$576K
CK
559
Cohen Klingenstein
New York
$576K
WWM
560
Windsor Wealth Management
Indiana
$575K +$104K +2,750 +22%
Kayne Anderson Rudnick Investment Management
561
Kayne Anderson Rudnick Investment Management
California
$574K +$3.56K +94 +0.6%
IWC
562
Integrated Wealth Concepts
Massachusetts
$574K +$193K +5,101 +52%
CSIC
563
Clifford Swan Investment Counsel
California
$569K +$11.4K +300 +2%
GLA
564
Good Life Advisors
Pennsylvania
$566K -$63.2K -1,666 -10%
CG
565
Cutler Group
California
$564K +$558K +14,700 New
CL
566
Choreo LLC
Illinois
$562K +$4.25K +112 +0.8%
FNBT
567
FineMark National Bank & Trust
Florida
$562K +$31.6K +833 +6%
PWM
568
Perigon Wealth Management
California
$552K +$545K +14,380 New
GFS
569
GYL Financial Synergies
Connecticut
$548K -$27.4K -722 -5%
DIA
570
Dana Investment Advisors
Wisconsin
$547K +$540K +14,233 New
MFG
571
Magnus Financial Group
New York
$542K +$19.7K +520 +4%
WPC
572
Waters Parkerson & Co
Louisiana
$539K
WP
573
WealthPLAN Partners
Nebraska
$536K -$43.1K -1,137 -8%
ATPW
574
Ashton Thomas Private Wealth
Arizona
$535K -$2.5K -66 -0.5%
GM
575
GeoWealth Management
Illinois
$534K -$5.79M -152,777 -92%

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.