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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$25.5M -$5.17M -138,483 -17%
IC
52
Intersect Capital
California
$25M +$1.64M +43,983 +7%
Stifel Financial
53
Stifel Financial
Missouri
$24.6M +$615K +16,470 +3%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$24.3M -$23.4M -626,443 -50%
FSC
55
Full Sail Capital
Oklahoma
$23.8M -$4.5M -120,533 -16%
AWM
56
Affinity Wealth Management
Delaware
$23.6M -$17M -455,954 -43%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$23.3M -$140K -3,741 -0.6%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$23.3M -$6.44M -172,300 -22%
SF
59
Synovus Financial
Georgia
$22.9M -$34K -911 -0.2%
APA
60
Allegiant Private Advisors
Florida
$22.8M +$22.1M +590,958 New
CS
61
Credit Suisse
Switzerland
$22.5M +$21.8M +583,763 New
ACH
62
ArrowMark Colorado Holdings
Colorado
$22.2M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$21.4M -$400K -10,713 -2%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3M +$198K +5,292 +1%
MML Investors Services
65
MML Investors Services
Massachusetts
$20.9M -$469K -12,549 -2%
BFS
66
Bard Financial Services
Connecticut
$20.6M +$20M +535,735 New
KAS
67
Kestra Advisory Services
Texas
$20.3M +$5.29M +141,621 +37%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$20.1M +$5.36M +143,579 +38%
CAN
69
Cetera Advisor Networks
California
$19.2M +$1.51M +40,343 +9%
AIA
70
Avalon Investment & Advisory
Texas
$18.7M -$1.17M -31,356 -6%
SI
71
Stephens Inc
Arkansas
$17.9M -$1.01M -27,143 -6%
CBB
72
Citizens Business Bank
California
$17.7M -$602K -16,101 -3%
Creative Planning
73
Creative Planning
Kansas
$17.5M +$6.33M +169,500 +60%
AssetMark Inc
74
AssetMark Inc
California
$17.1M -$3.95M -105,734 -19%
KWM
75
Keebeck Wealth Management
Illinois
$16.7M

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.