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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
WJWM
751
Williams Jones Wealth Management
New York
$270K -$4.67K -125 -2%
MFG
752
MidWestOne Financial Group
Iowa
$270K
BWAM
753
Boyd Watterson Asset Management
Ohio
$269K
BFWA
754
Benchmark Financial Wealth Advisors
Florida
$264K +$1.83K +49 +0.7%
LB
755
Leo Brokerage
Texas
$264K +$256K +6,859 New
KM
756
Kalos Management
Georgia
$261K -$65.2K -1,746 -20%
AII
757
AGF Investments Inc
Ontario, Canada
$261K +$102K +2,736 +68%
SWMP
758
Signature Wealth Management Partners
New Jersey
$260K +$253K +6,763 New
LBC
759
Lowe Brockenbrough & Co
Virginia
$259K
PMA
760
Prudent Man Advisors
Illinois
$259K
IWM
761
IHT Wealth Management
Illinois
$258K -$341K -9,132 -58%
KCA
762
Karn Couzens & Associates
Connecticut
$256K +$249K +6,657 New
LFF
763
Level Four Financial
Texas
$253K +$246K +6,574 New
AMM
764
American Money Management
California
$252K
LIA
765
LS Investment Advisors
Michigan
$252K
RRA
766
Round Rock Advisors
Connecticut
$251K +$244K +6,526 New
MHR
767
Matthew Hamilton Rosenberg
$250K -$23.7K -635 -9%
HIMC
768
Heritage Investors Management Corp
Maryland
$249K
AWA
769
Arkadios Wealth Advisors
Georgia
$249K +$163K +4,368 +206%
WLIM
770
White Lighthouse Investment Management
Massachusetts
$248K -$11.4K -305 -5%
SA
771
Strategic Advisors
New York
$248K +$673 +18 +0.3%
BWM
772
Benchmark Wealth Management
Connecticut
$247K
AA
773
Ancora Advisors
Ohio
$246K +$12.2K +327 +5%
CFA
774
Capstone Financial Advisors
Illinois
$246K +$239K +6,391 New
NWM
775
Northwest Wealth Management
Iowa
$244K -$4.3K -115 -2%

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.