iShares Preferred and Income Securities ETF
790 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 293 increasing their positions, 300 reducing their positions, and 133 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 48 → 60 (+12)
0.19% more ownership
Funds ownership: 35.42% → 35.6% (+0.19%)
2% less repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 300
6% less funds holding
Funds holding: 836 → 790 (-46)
17% less capital invested
Capital invested by funds: $5.99B → $5B (-$990M)
26% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 133
73% less call options, than puts
Call options by funds: $6.55M | Put options by funds: $23.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$67.1M |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$62.2M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$47.6M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$38.4M |
| 5 |
AC
Athanor Capital
New York
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$93.2M |
| 2 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$74.5M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$44.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$42.6M |
| 5 |
Jane Street
New York
|
-$38.2M |
PFF Hedge Fund Activity: Q1 2020 in Review
790 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2020, worth a combined $5B — down 17% from $5.99B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of PFF and 99 opened new positions — a net loss of 34 holders — while 300 trimmed existing stakes and 293 added.
The largest buyer was OMERS Administration Corp, adding an estimated $67.1M. The largest seller was Goldman Sachs, cutting an estimated $93.2M.
- 790 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2020, down from 836 in Q4 2019.
- Funds reported $5B of iShares Preferred and Income Securities ETF stock for Q1 2020, down 17% quarter-over-quarter.
- 99 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2020 and 133 closed out, a net change of -34 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q1 2020 was OMERS Administration Corp, an estimated $67.1M added.
- The largest iShares Preferred and Income Securities ETF seller in Q1 2020 was Goldman Sachs, an estimated $93.2M sold.
Based on aggregated 13F filings for Q1 2020.