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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
SNB
726
Security National Bank
Nebraska
$300K -$56.2K -1,505 -16%
MGIA
727
Moneta Group Investment Advisors
Missouri
$300K +$971 +26 +0.3%
IA
728
IndexIQ Advisors
New York
$298K -$142K -3,802 -33%
CRC
729
Curi RMB Capital
Illinois
$298K
GRP
730
Global Retirement Partners
California
$298K +$1.38K +37 +0.5%
OFG
731
Omega Financial Group
California
$295K
AA
732
Argent Advisors
Louisiana
$295K +$286K +7,662 New
MAG
733
Mayfair Advisory Group
Alabama
$293K -$2.99K -80 -1%
1SB
734
1ST Source Bank
Indiana
$292K +$284K +7,588 New
VFPI
735
Vantage Financial Partners (Illinois)
Illinois
$291K -$7.74K -207 -3%
MAWCM
736
Mine & Arao Wealth Creation & Management
California
$289K +$3.81K +102 +1%
WIA
737
World Investment Advisors
California
$288K +$284K +7,599 New
MAP
738
Milestone Advisory Partners
North Carolina
$285K
AAA
739
Adams Asset Advisors
Texas
$281K
Luther King Capital Management (LKCM)
740
Luther King Capital Management (LKCM)
Texas
$281K
FNWM
741
Financial Network Wealth Management
Utah
$281K +$273K +7,304 New
WSTAM
742
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$2.62K -70 -1%
STA
743
Summit Trail Advisors
New York
$280K +$272K +7,280 New
MCM
744
Marathon Capital Management
Maryland
$278K
MFA
745
Mayflower Financial Advisors
Massachusetts
$278K +$270K +7,219 New
CIAS
746
CBIZ Investment Advisory Services
Ohio
$275K
CWAF
747
Core Wealth Advisors (Florida)
Florida
$275K +$149 +4 +0.1%
BS
748
Banco Santander
Spain
$274K
TCM
749
Tran Capital Management
California
$274K
BW
750
Bison Wealth
Georgia
$274K +$39.6K +1,059 +17%

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.