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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
PAM
801
Palisade Asset Management
Minnesota
$223K
Fisher Asset Management
802
Fisher Asset Management
Washington
$222K +$216K +5,773 New
ACG
803
Allen Capital Group
Nebraska
$221K
EWM
804
Executive Wealth Management
Michigan
$220K -$4.45K -119 -2%
ACP
805
Ashfield Capital Partners
California
$220K +$213K +5,700 New
TRCT
806
Tower Research Capital (TRC)
New York
$220K +$213K +5,710 New
RSWM
807
Robertson Stephens Wealth Management
California
$220K +$214K +5,737 New
BB
808
Berkshire Bank
Massachusetts
$218K -$344K -9,213 -62%
H
809
HoyleCohen
California
$217K -$5.61K -150 -3%
WIC
810
Whitegate Investment Counselors
New Hampshire
$217K +$211K +5,645 New
9WM
811
9258 Wealth Management
Ohio
$216K +$210K +5,615 New
LWM
812
Liberty Wealth Management
California
$215K +$822 +22 +0.4%
Calamos Advisors
813
Calamos Advisors
Illinois
$213K -$1.16M -31,100 -85%
QC
814
QCM Cayman
Texas
$212K +$206K +5,508 New
JAG
815
Journey Advisory Group
Kentucky
$212K +$206K +5,513 New
WB
816
Webster Bank
Connecticut
$211K -$47.2K -1,262 -19%
MCWS
817
McKinley Carter Wealth Services
West Virginia
$210K +$204K +5,449 New
FIM
818
Fernwood Investment Management
Massachusetts
$209K +$203K +5,430 New
AA
819
Alesco Advisors
New York
$208K +$202K +5,400 New
VWM
820
Vigilare Wealth Management
Arizona
$206K +$200K +5,354 New
WAS
821
Wealth Advisory Solutions
Indiana
$205K +$199K +5,335 New
PWM
822
Palumbo Wealth Management
New York
$203K +$197K +5,268 New
CWP
823
Capital Wealth Planning
Florida
$203K +$197K +5,284 New
MG
824
Mather Group
Illinois
$202K -$516K -13,797 -72%
CIC
825
Carnegie Investment Counsel
Ohio
$201K -$26.2K -700 -12%

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.