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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
FFA
626
Founders Financial Alliance
North Carolina
$449K +$18.4K +484 +4%
FSA
627
Fort Sheridan Advisors
Illinois
$449K +$101K +2,655 +29%
TF
628
TimeScale Financial
Massachusetts
$448K +$1.37K +36 +0.3%
LWAC
629
Laurel Wealth Advisors (California)
California
$442K +$47.4K +1,249 +12%
FNT
630
First Nebraska Trust
Nebraska
$436K
RIM
631
Rockbridge Investment Management
New York
$431K
KMWM
632
Keudell/Morrison Wealth Management
Oregon
$429K
KC
633
Kingfisher Capital
North Carolina
$428K +$29.4K +775 +7%
PFC
634
Phocas Financial Corp
California
$424K +$419K +11,036 New
CA
635
CapWealth Advisors
Tennessee
$423K +$5.84K +154 +1%
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$420K
GJCM
637
Grand Jean Capital Management
California
$420K
BI
638
Ballast Inc
Kentucky
$419K +$36.4K +960 +10%
TWA
639
TCI Wealth Advisors
Arizona
$416K +$32.5K +856 +9%
SC
640
Stolper & Co
Oklahoma
$415K -$7.4K -195 -2%
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$414K +$105K +2,774 +35%
CPO
642
Cerity Partners OCIO
New York
$410K -$10.7K -283 -3%
GTAM
643
Global Trust Asset Management
Florida
$410K -$6.26K -165 -2%
RMC
644
Resources Management Corp
Connecticut
$410K +$244K +6,420 +150%
MFW
645
Meristem Family Wealth
Minnesota
$404K
DOA
646
D'Orazio & Associates
Virginia
$396K +$9.1K +240 +2%
WIA
647
World Investment Advisors
California
$396K +$107K +2,815 +37%
IIA
648
IPG Investment Advisors
California
$396K +$391K +10,305 New
SCI
649
Stableford Capital II
Arizona
$395K +$7.47K +197 +2%
AFP
650
Ausdal Financial Partners
Iowa
$394K -$104K -2,747 -21%

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.