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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
TFCP
701
Twin Focus Capital Partners
Massachusetts
$327K +$318K +8,500 New
Susquehanna International Group
702
Susquehanna International Group
Pennsylvania
$326K +$317K +8,472 New
RC
703
Reik & Co
New York
$325K
WCWM
704
Wooster Corthell Wealth Management
Connecticut
$323K
FNBOO
705
First National Bank of Omaha
Nebraska
$321K
HAS
706
HBW Advisory Services
California
$321K +$311K +8,331 New
MIM
707
Merrion Investment Management
New Jersey
$320K +$310K +8,300 New
CWM
708
Curi Wealth Management
North Carolina
$320K +$311K +8,324 New
GKWIM
709
Gerber Kawasaki Wealth & Investment Management
California
$320K +$311K +8,330 New
PA
710
Parallel Advisors
California
$319K -$71.6K -1,917 -19%
VFG
711
V2 Financial group
Illinois
$318K +$309K +8,258 New
WAG
712
Winthrop Advisory Group
Massachusetts
$318K -$308K -8,248 -50%
MIM
713
Moseley Investment Management
Florida
$317K -$99.2K -2,655 -24%
HCM
714
HMS Capital Management
Tennessee
$317K +$10.2K +272 +3%
WEPOG
715
Wealth Enhancement & Preservation of GA
Georgia
$316K -$260K -6,954 -46%
PFA
716
Pettinga Financial Advisors
Indiana
$316K -$18.5K -495 -6%
APW
717
Aurora Private Wealth
New Jersey
$314K +$28.3K +758 +10%
ECM
718
Elgethun Capital Management
South Dakota
$313K +$1.01K +27 +0.3%
CWM
719
Concentrum Wealth Management
California
$312K -$18.4K -493 -6%
AC
720
Apella Capital
Connecticut
$311K -$62K -1,658 -17%
SWP
721
Strategic Wealth Partners
Ohio
$309K +$25.3K +678 +9%
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$309K +$84.6K +2,265 +39%
HIS
723
Harvest Investment Services
Illinois
$308K -$81.5K -2,182 -21%
LWM
724
Laidlaw Wealth Management
New York
$304K +$295K +7,890 New
FHC
725
First Horizon Corporation
Tennessee
$300K -$361K -9,666 -55%

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.