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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
CSA
601
Cottage Street Advisors
Massachusetts
$501K +$76 +2 +0%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$500K -$48.9K -1,288 -9%
KFC
603
Klingenstein Fields & Co
New York
$500K
MGIA
604
Moneta Group Investment Advisors
Missouri
$497K +$195K +5,153 +66%
JCM
605
Jacobi Capital Management
Pennsylvania
$496K +$25.9K +683 +6%
AIC
606
Archer Investment Corporation
Indiana
$495K
ADBIC
607
A.D. Beadell Investment Counsel
Wisconsin
$492K
CCMW
608
Cypress Capital Management (Wyoming)
Wyoming
$491K
LWA
609
Lenox Wealth Advisors
New York
$491K
MWM
610
Mattern Wealth Management
Kansas
$489K +$114 +3 +0%
SG
611
Somerset Group
Minnesota
$486K
CFO
612
Collective Family Office
Pennsylvania
$482K +$476K +12,546 New
SCM
613
Schnieders Capital Management
California
$479K +$68.3K +1,800 +17%
Prudential Financial
614
Prudential Financial
New Jersey
$479K +$104K +2,753 +28%
BWM
615
BerganKDV Wealth Management
Minnesota
$473K -$151K -3,991 -24%
VVP
616
Venture Visionary Partners
Ohio
$472K -$103K -2,708 -18%
FA
617
Fagan Associates
New York
$470K +$11.2K +295 +2%
CWM
618
Collaborative Wealth Management
Florida
$470K +$489K +12,894 New
VHAM
619
Van Hulzen Asset Management
California
$469K -$13.1K -345 -3%
CWM
620
Curi Wealth Management
North Carolina
$466K +$145K +3,827 +46%
GIA
621
Granite Investment Advisors
New Hampshire
$461K -$209K -5,500 -31%
PCWA
622
Pacific Capital Wealth Advisors
California
$461K +$417 +11 +0.1%
SAS
623
Stelac Advisory Services
New York
$459K -$788K -20,764 -63%
RG
624
Retirement Group
California
$454K -$11.2K -295 -2%
WTC
625
WhitTier Trust Company
Nevada
$449K

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.