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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
ADBIC
601
A.D. Beadell Investment Counsel
Wisconsin
$493K -$74.7K -2,000 -13%
LWA
602
Lenox Wealth Advisors
New York
$493K -$3.55K -95 -0.7%
CCMW
603
Cypress Capital Management (Wyoming)
Wyoming
$492K -$47.1K -1,260 -9%
MWM
604
Mattern Wealth Management
Kansas
$491K +$31.4K +841 +7%
SG
605
Somerset Group
Minnesota
$487K
CIAS
606
Capital Investment Advisory Services
North Carolina
$485K +$95.2K +2,547 +25%
VHAM
607
Van Hulzen Asset Management
California
$484K -$29.2K -781 -6%
Mirae Asset Global Investments
608
Mirae Asset Global Investments
South Korea
$481K
MA
609
MJP Associates
Connecticut
$481K +$467K +12,497 New
JCM
610
Jacobi Capital Management
Pennsylvania
$471K +$33.8K +905 +8%
WWM
611
Windsor Wealth Management
Indiana
$471K +$77.7K +2,080 +21%
RG
612
Retirement Group
California
$466K -$28.2K -755 -6%
AUB
613
Atlantic Union Bankshares
Virginia
$466K +$36.8K +984 +9%
TCBWMS
614
Texas Capital Bank Wealth Management Services
Texas
$464K +$5.98K +160 +1%
PCWA
615
Pacific Capital Wealth Advisors
California
$462K +$747 +20 +0.2%
FA
616
Fagan Associates
New York
$460K +$61.7K +1,650 +16%
FHA
617
First Horizon Advisors
Tennessee
$459K +$1.31K +35 +0.3%
FWSM
618
First Wilshire Securities Management
California
$456K
WTC
619
WhitTier Trust Company
Nevada
$450K +$41.4K +1,108 +10%
TF
620
TimeScale Financial
Massachusetts
$448K -$2.24K -60 -0.5%
CWM
621
Connecticut Wealth Management
Connecticut
$447K -$14.2K -380 -3%
KPCM
622
Kings Point Capital Management
New York
$442K +$196K +5,250 +84%
NW
623
NewEdge Wealth
Pennsylvania
$442K +$429K +11,471 New
FNT
624
First Nebraska Trust
Nebraska
$438K +$14.9K +398 +4%
ACI
625
Alpha Cubed Investments
California
$435K +$4K +107 +1%

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.