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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
BWM
776
Benchmark Wealth Management
Connecticut
$246K
APW
777
Aurora Private Wealth
New Jersey
$243K -$69.5K -1,833 -22%
SPFA
778
Summit Place Financial Advisors
New Jersey
$240K +$237K +6,250 New
SWM
779
Segment Wealth Management
Texas
$239K
IWP
780
Innova Wealth Partners
Pennsylvania
$237K -$948 -25 -0.4%
CA
781
Crewe Advisors
Utah
$237K
Luther King Capital Management (LKCM)
782
Luther King Capital Management (LKCM)
Texas
$237K
EAM
783
Evanson Asset Management
California
$236K -$114 -3 -0%
SSCA
784
South Shore Capital Advisors
Massachusetts
$236K +$233K +6,143 New
RRA
785
Round Rock Advisors
Connecticut
$235K -$15.8K -416 -6%
NFSG
786
Newbridge Financial Services Group
Florida
$233K +$81.9K +2,160 +55%
KFP
787
KMG Fiduciary Partners
Ohio
$231K +$3K +79 +1%
AA
788
Ancora Advisors
Ohio
$230K -$15.1K -397 -6%
IIM
789
Ipswich Investment Management
Massachusetts
$230K
RMAM
790
Raab & Moskowitz Asset Management
New Jersey
$230K
UBV
791
United Bank (Virginia)
Virginia
$230K
QC
792
QCM Cayman
Texas
$229K +$17.6K +463 +8%
BFA
793
Beaumont Financial Advisors
Massachusetts
$228K -$328K -8,649 -59%
MHS
794
M Holdings Securities
Oregon
$228K +$225K +5,943 New
FNBOO
795
First National Bank of Omaha
Nebraska
$227K -$91K -2,400 -29%
NWM
796
Northwest Wealth Management
Iowa
$227K -$15.8K -417 -7%
ABC
797
Associated Banc-Corp
Wisconsin
$225K -$93.1K -2,455 -26%
LIM
798
Leavell Investment Management
Alabama
$224K
GWSG
799
GPS Wealth Strategies Group
Colorado
$224K +$72.9K +1,922 +49%
DWM
800
Denver Wealth Management
Colorado
$224K +$233K +6,138 New

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.