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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
FSC
51
Full Sail Capital
Oklahoma
$23.4M -$665K -17,519 -3%
MML Investors Services
52
MML Investors Services
Massachusetts
$22.6M +$1.7M +44,740 +8%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$22.3M +$2.27M +59,829 +11%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$22.1M -$3.29M -86,716 -13%
CTB
55
Country Trust Bank
Illinois
$21.8M +$6.01M +158,500 +39%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$21.7M +$310K +8,175 +1%
JIP
57
Jaffetilchin Investment Partners
Florida
$21.5M -$8.2M -216,116 -28%
IC
58
Intersect Capital
California
$21.4M -$3.45M -91,028 -14%
BFS
59
Bard Financial Services
Connecticut
$21.4M +$776K +20,450 +4%
SF
60
Synovus Financial
Georgia
$21M -$1.78M -46,883 -8%
APA
61
Allegiant Private Advisors
Florida
$20.9M -$1.75M -46,191 -8%
HVIA
62
Hudson Valley Investment Advisors
New York
$20.5M +$8.32M +219,435 +70%
CAN
63
Cetera Advisor Networks
California
$20.2M +$1.02M +26,952 +5%
AIA
64
Avalon Investment & Advisory
Texas
$20M +$1.27M +33,557 +7%
AssetMark Inc
65
AssetMark Inc
California
$18.8M +$1.72M +45,435 +10%
Creative Planning
66
Creative Planning
Kansas
$18.8M +$1.32M +34,702 +8%
CBB
67
Citizens Business Bank
California
$18.4M +$751K +19,804 +4%
AAS
68
Avantax Advisory Services
Texas
$17.6M +$1.64M +43,342 +10%
KWM
69
Keebeck Wealth Management
Illinois
$16.7M
Renaissance Technologies
70
Renaissance Technologies
New York
$16.5M +$7.07M +186,500 +77%
BF
71
BOK Financial
Oklahoma
$16.3M +$374K +9,854 +2%
MA
72
MUFG Americas
New York
$16.2M +$2.31M +60,995 +17%
KAS
73
Kestra Advisory Services
Texas
$16.2M -$4.1M -108,138 -20%
QWM
74
Quaker Wealth Management
New Jersey
$15.9M +$1.89M +49,865 +14%
BCI
75
Brinker Capital Investments
Pennsylvania
$15.3M +$3.06M +80,721 +25%

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.