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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
MBTD
701
Mechanics Bank - Trust Department
California
$334K
CIAS
702
CBIZ Investment Advisory Services
Ohio
$331K
KM
703
Kalos Management
Georgia
$327K +$64.2K +1,693 +25%
CFO
704
CVA Family Office
Colorado
$325K +$302K +7,975 +1,595%
Mirae Asset Global Investments
705
Mirae Asset Global Investments
South Korea
$322K -$156K -4,110 -33%
FT
706
Fiduciary Trust
Massachusetts
$322K -$29.8K -785 -9%
CFP
707
Curran Financial Partners
South Carolina
$322K +$318K +8,391 New
GJIC
708
Gamble Jones Investment Counsel
California
$318K -$12.4K -327 -4%
MIM
709
Merrion Investment Management
New Jersey
$318K
MFM
710
Mirsky Financial Management
New York
$318K +$314K +8,279 New
ACI
711
Alpha Cubed Investments
California
$317K -$115K -3,043 -27%
WEPOG
712
Wealth Enhancement & Preservation of GA
Georgia
$317K -$1.1K -29 -0.4%
WAG
713
Winthrop Advisory Group
Massachusetts
$315K
OFG
714
Omega Financial Group
California
$315K +$20.1K +530 +7%
ECM
715
Elgethun Capital Management
South Dakota
$314K +$1.44K +38 +0.5%
MSAM
716
Moloney Securities Asset Management
Missouri
$314K +$310K +8,185 New
HWMA
717
Heritage Wealth Management (Arizona)
Arizona
$311K +$308K +8,111 New
1SB
718
1ST Source Bank
Indiana
$310K +$18.6K +491 +6%
HIS
719
Harvest Investment Services
Illinois
$309K +$1.86K +49 +0.6%
NWA
720
Navis Wealth Advisors
New York
$307K -$1.02M -27,000 -77%
PFA
721
Paradigm Financial Advisors
Missouri
$307K -$65.5K -1,728 -18%
AIP
722
Almanack Investment Partners
Pennsylvania
$305K +$68.8K +1,815 +30%
FHC
723
First Horizon Corporation
Tennessee
$304K +$3.98K +105 +1%
HWAM
724
Hennion & Walsh Asset Management
New Jersey
$304K +$300K +7,917 New
MCM
725
Maryland Capital Management
Maryland
$304K +$300K +7,922 New

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.