We are live on ! Find out more
PFF icon

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
BFA
651
Bragg Financial Advisors
North Carolina
$385K
TC
652
Telemus Capital
Michigan
$385K
TWA
653
TCI Wealth Advisors
Arizona
$384K +$13.4K +359 +4%
BI
654
Ballast Inc
Kentucky
$383K +$35.3K +945 +10%
FFWM
655
Future Financial Wealth Management
Ohio
$383K +$372K +9,950 New
AWM
656
AllSquare Wealth Management
New York
$382K +$299K +8,000 +417%
BWP
657
Bernardo Wealth Planning
Pennsylvania
$380K +$36.2K +969 +11%
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$380K +$325K +8,692 +736%
CBN
659
Cadence Bank NA
Texas
$379K -$12.2K -326 -3%
IWC
660
Integrated Wealth Concepts
Massachusetts
$379K +$22.5K +602 +7%
UF
661
Univest Financial
Pennsylvania
$378K
CAM
662
Concorde Asset Management
Michigan
$378K +$367K +9,824 New
Prudential Financial
663
Prudential Financial
New Jersey
$375K -$29.6K -792 -8%
PFA
664
Paradigm Financial Advisors
Missouri
$374K -$146K -3,909 -29%
OIA
665
Optimum Investment Advisors
Illinois
$373K -$93.4K -2,500 -21%
FWM
666
Frontier Wealth Management
Missouri
$373K -$8.86K -237 -2%
CWA
667
Clarus Wealth Advisors
Arizona
$373K
GT
668
Glenmede Trust
Pennsylvania
$371K -$30.8K -825 -8%
MA
669
MONECO Advisors
Connecticut
$370K -$34.7K -928 -9%
PA
670
Perennial Advisors
New York
$370K
ABC
671
Associated Banc-Corp
Wisconsin
$367K +$96.2K +2,575 +37%
LWP
672
Lumature Wealth Partners
Georgia
$362K +$351K +9,391 New
CCM
673
Chilton Capital Management
Texas
$362K +$352K +9,410 New
NGA
674
Naples Global Advisors
Florida
$361K -$180K -4,820 -34%
MWM
675
Meridian Wealth Management
Kentucky
$361K +$448 +12 +0.1%

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.