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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
Capital Fund Management (CFM)
626
Capital Fund Management (CFM)
France
$434K +$421K +11,264 New
RIM
627
Rockbridge Investment Management
New York
$433K -$37 -1 -0%
UR
628
USCA RIA
Texas
$433K +$420K +11,235 New
FFA
629
Founders Financial Alliance
North Carolina
$432K -$37.3K -997 -8%
SWM
630
Stockman Wealth Management
Montana
$431K +$41.4K +1,109 +11%
KMWM
631
Keudell/Morrison Wealth Management
Oregon
$430K
SC
632
Stolper & Co
Oklahoma
$424K -$7.4K -198 -2%
CPO
633
Cerity Partners OCIO
New York
$423K +$187 +5 +0%
JSL
634
JT Stratford LLC
Georgia
$422K -$44.1K -1,180 -10%
GJCM
635
Grand Jean Capital Management
California
$421K
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$421K +$39.2K +1,050 +11%
CA
637
CapWealth Advisors
Tennessee
$419K +$406K +10,869 New
GTAM
638
Global Trust Asset Management
Florida
$418K +$89.5K +2,395 +28%
SCM
639
Schnieders Capital Management
California
$411K -$9.23K -247 -2%
GSEP
640
Golden State Equity Partners
California
$406K +$394K +10,547 New
TPM
641
Triasima Portfolio Management
Quebec, Canada
$406K +$394K +10,550 New
MFW
642
Meristem Family Wealth
Minnesota
$405K
IHL
643
Investment House LLC
California
$403K +$23.4K +625 +6%
KC
644
Kingfisher Capital
North Carolina
$399K +$4.18K +112 +1%
GP
645
Girard Partners
Pennsylvania
$398K -$130K -3,482 -25%
LWAC
646
Laurel Wealth Advisors (California)
California
$395K -$2.13K -57 -0.6%
WMA
647
Wealth Management Associates
New Jersey
$389K -$13.3K -355 -3%
SCI
648
Stableford Capital II
Arizona
$388K +$14.1K +378 +4%
DOA
649
D'Orazio & Associates
Virginia
$388K +$247K +6,600 +191%
Cerity Partners
650
Cerity Partners
New York
$388K +$376K +10,071 New

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.