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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
GG
676
GenWealth Group
New Jersey
$360K
CPIA
677
Cornell Pochily Investment Advisors
New York
$359K -$34.9K -933 -9%
FT
678
Fiduciary Trust
Massachusetts
$354K +$343K +9,181 New
SIA
679
Soltis Investment Advisors
Utah
$353K -$5.98K -160 -2%
RT
680
Rockland Trust
Massachusetts
$352K -$32.1K -860 -9%
RA
681
Reby Advisors
Connecticut
$351K +$341K +9,123 New
ACA
682
Aptus Capital Advisors
Alabama
$350K -$10.1K -271 -3%
FSA
683
Fort Sheridan Advisors
Illinois
$348K
SFA
684
Sequoia Financial Advisors
Ohio
$348K +$15.5K +416 +5%
RWB
685
RMR Wealth Builders
New Jersey
$345K -$720K -19,278 -68%
MCA
686
Magnolia Capital Advisors
Mississippi
$342K +$26.7K +714 +9%
CFB
687
Cullen/Frost Bankers
Texas
$340K -$4.78K -128 -1%
CCA
688
Cadent Capital Advisors
Oklahoma
$340K +$330K +8,829 New
NF
689
Nikulski Financial
Iowa
$339K -$52.7K -1,410 -14%
RWA
690
Redhawk Wealth Advisors
Minnesota
$336K +$326K +8,719 New
MBTD
691
Mechanics Bank - Trust Department
California
$335K
EW
692
Evoke Wealth
California
$335K +$291K +7,800 +867%
SWM
693
Southern Wealth Management
Texas
$333K +$323K +8,656 New
GJIC
694
Gamble Jones Investment Counsel
California
$331K
CA
695
Cornerstone Advisory
Maryland
$330K +$35.3K +944 +12%
CA
696
CGN Advisors
Kansas
$330K +$320K +8,575 New
PCM
697
Princeton Capital Management
New Jersey
$328K +$75 +2 +0%
JCM
698
Jacobsen Capital Management
Utah
$327K +$2.73K +73 +0.8%
WHG
699
Westwood Holdings Group
Texas
$327K +$317K +8,472 New
IAA
700
Independent Advisor Alliance
North Carolina
$327K +$318K +8,500 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.