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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
SCA
776
Sage Capital Advisors
South Dakota
$242K -$238K -6,371 -50%
FCA
777
FinTrust Capital Advisors
South Carolina
$240K
SWM
778
Segment Wealth Management
Texas
$240K
IWP
779
Innova Wealth Partners
Pennsylvania
$239K +$232K +6,207 New
CA
780
Crewe Advisors
Utah
$238K
EAM
781
Evanson Asset Management
California
$237K +$230K +6,145 New
AIP
782
Almanack Investment Partners
Pennsylvania
$236K +$13.9K +372 +6%
NPF
783
Norris Perne & French
Michigan
$236K +$229K +6,120 New
COCM
784
Charter Oak Capital Management
New Hampshire
$234K +$227K +6,065 New
RSC
785
Red Spruce Capital
Pennsylvania
$234K +$227K +6,073 New
FI
786
Financial Insights
Washington
$233K -$13.1K -350 -5%
NFG
787
NewFocus Financial Group
Washington
$233K
WP
788
WMS Partners
Maryland
$231K -$149K -4,000 -40%
IIM
789
Ipswich Investment Management
Massachusetts
$231K
UBV
790
United Bank (Virginia)
Virginia
$231K
RMAM
791
Raab & Moskowitz Asset Management
New Jersey
$231K +$224K +6,006 New
Man Group
792
Man Group
United Kingdom
$230K -$529K -14,161 -70%
Mitsubishi UFJ Trust & Banking
793
Mitsubishi UFJ Trust & Banking
Japan
$230K
CFA
794
Carroll Financial Associates
North Carolina
$229K -$17K -455 -7%
KFP
795
KMG Fiduciary Partners
Ohio
$227K +$221K +5,925 New
LIM
796
Leavell Investment Management
Alabama
$225K
NFG
797
Nations Financial Group
Iowa
$224K +$336 +9 +0.2%
TCM
798
TD Capital Management
Tennessee
$224K +$57.4K +1,535 +36%
SB
799
Strategic Blueprint
Georgia
$224K +$217K +5,807 New
WP
800
WealthSource Partners
California
$223K -$13.6K -364 -6%

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.