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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
RSC
676
Red Spruce Capital
Pennsylvania
$363K +$128K +3,373 +56%
CAMG
677
CWA Asset Management Group
Florida
$360K -$244K -6,441 -41%
HW
678
Hancock Whitney
Mississippi
$358K -$1.14M -29,960 -76%
CWA
679
Clarus Wealth Advisors
Arizona
$358K -$23.6K -623 -6%
GG
680
GenWealth Group
New Jersey
$358K
STA
681
Summit Trail Advisors
New York
$356K +$75.9K +2,000 +27%
FWM
682
Frontier Wealth Management
Missouri
$353K -$18.7K -493 -5%
KCA
683
Karn Couzens & Associates
Connecticut
$353K +$96.2K +2,536 +38%
TPM
684
Triasima Portfolio Management
Quebec, Canada
$349K -$55.4K -1,460 -14%
TCM
685
TD Capital Management
Tennessee
$349K +$124K +3,270 +56%
ACP
686
Ashfield Capital Partners
California
$348K +$127K +3,350 +59%
MWM
687
Meridian Wealth Management
Kentucky
$347K -$13.7K -361 -4%
AWA
688
Arkadios Wealth Advisors
Georgia
$347K +$97.6K +2,574 +40%
GKWIM
689
Gerber Kawasaki Wealth & Investment Management
California
$346K +$26.1K +689 +8%
MCA
690
Magnolia Capital Advisors
Mississippi
$345K +$4.32K +114 +1%
SWM
691
Southern Wealth Management
Texas
$344K +$11.7K +309 +4%
APW
692
Austin Private Wealth
Texas
$343K -$996K -26,255 -75%
CCA
693
Cadent Capital Advisors
Oklahoma
$342K +$2.65K +70 +0.8%
CFB
694
Cullen/Frost Bankers
Texas
$339K +$76 +2 +0%
CAM
695
Concorde Asset Management
Michigan
$337K -$40.1K -1,058 -11%
SC
696
Scotia Capital
Ontario, Canada
$337K +$333K +8,768 New
GT
697
Glenmede Trust
Pennsylvania
$336K -$33.8K -890 -9%
SFA
698
Sequoia Financial Advisors
Ohio
$336K -$10.4K -275 -3%
CPIA
699
Cornell Pochily Investment Advisors
New York
$334K -$24K -634 -7%
EW
700
Evoke Wealth
California
$334K

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.