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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
VFPI
751
Vantage Financial Partners (Illinois)
Illinois
$271K -$19K -500 -7%
BW
752
Bison Wealth
Georgia
$270K -$3.75K -99 -1%
LWP
753
Lumature Wealth Partners
Georgia
$269K -$90.7K -2,391 -25%
MFG
754
MidWestOne Financial Group
Iowa
$269K
SMH
755
Sanders Morris Harris
Texas
$269K +$266K +7,000 New
MHR
756
Matthew Hamilton Rosenberg
$268K +$18.4K +485 +7%
VCM
757
Virtue Capital Management
Tennessee
$265K -$510K -13,433 -66%
WP
758
WealthShield Partners
North Carolina
$265K -$273K -7,189 -51%
CWAF
759
Core Wealth Advisors (Florida)
Florida
$265K -$8.65K -228 -3%
NGA
760
Naples Global Advisors
Florida
$262K -$96.3K -2,540 -27%
SWMP
761
Signature Wealth Management Partners
New Jersey
$260K +$341 +9 +0.1%
COCM
762
Charter Oak Capital Management
New Hampshire
$260K +$27K +711 +12%
PMA
763
Prudent Man Advisors
Illinois
$258K
HCP
764
Hexagon Capital Partners
Arkansas
$256K +$79.6K +2,099 +46%
RT
765
Rockland Trust
Massachusetts
$255K -$94.9K -2,503 -27%
WP
766
WealthSource Partners
California
$255K +$32.4K +855 +15%
NFG
767
Nations Financial Group
Iowa
$254K +$30.5K +804 +14%
FNWM
768
Financial Network Wealth Management
Utah
$252K -$28.1K -740 -10%
MFA
769
Mayflower Financial Advisors
Massachusetts
$252K -$25.2K -664 -9%
LIA
770
LS Investment Advisors
Michigan
$252K
AC
771
Apella Capital
Connecticut
$250K -$59.4K -1,567 -19%
WFMPM
772
Woodley Farra Manion Portfolio Management
Indiana
$250K +$247K +6,511 New
HIMC
773
Heritage Investors Management Corp
Maryland
$248K
CFA
774
Carroll Financial Associates
North Carolina
$248K +$20.2K +532 +9%
CFA
775
Capstone Financial Advisors
Illinois
$247K +$1.33K +35 +0.5%

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.