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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
AWA
576
AmeriServ Wealth Advisors
Pennsylvania
$533K
HCIA
577
Hochman Cole Investment Advisors
Illinois
$533K +$303 +8 +0.1%
ISL
578
Ingalls & Snyder LLC
New York
$532K +$3.79K +100 +0.7%
JSL
579
JT Stratford LLC
Georgia
$528K +$106K +2,804 +26%
TCBWMS
580
Texas Capital Bank Wealth Management Services
Texas
$527K +$63.8K +1,683 +14%
HCM
581
Hollencrest Capital Management
California
$526K -$488K -12,856 -48%
SIC
582
Samalin Investment Counsel
New York
$526K +$21.6K +569 +4%
WHG
583
Westwood Holdings Group
Texas
$525K +$197K +5,191 +61%
AC
584
Alexandria Capital
Virginia
$524K -$19.9K -524 -4%
SNBOSCI
585
Security National Bank of Sioux City Iowa
Iowa
$523K
Financial Engines Advisors
586
Financial Engines Advisors
California
$522K -$7.78K -205 -1%
AUB
587
Atlantic Union Bankshares
Virginia
$522K +$56.1K +1,480 +12%
CFG
588
Citizens Financial Group
Rhode Island
$520K
ATC
589
Argent Trust Co
Tennessee
$519K +$19.2K +507 +4%
ST
590
Somerset Trust
Pennsylvania
$518K
AWA
591
Arete Wealth Advisors
Illinois
$516K -$347K -9,139 -40%
BCA
592
Bay Colony Advisors
Massachusetts
$512K -$169K -4,456 -25%
DBT
593
Dubuque Bank & Trust
Iowa
$510K
EWM
594
Endurance Wealth Management
Rhode Island
$508K -$1.14K -30 -0.2%
BA
595
Bristlecone Advisors
Washington
$508K
MA
596
MONECO Advisors
Connecticut
$506K +$132K +3,480 +36%
ACM
597
AlphaStar Capital Management
North Carolina
$505K -$127K -3,356 -20%
SWA
598
SFMG Wealth Advisors
Texas
$505K -$13.2K -349 -3%
UR
599
USCA RIA
Texas
$504K +$72.1K +1,900 +17%
PA
600
Procyon Advisors
Connecticut
$502K +$496K +13,071 New

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.