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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
WDG
801
Wealth Dimensions Group
Ohio
$223K +$220K +5,806 New
PAM
802
Palisade Asset Management
Minnesota
$222K
CIC
803
Carnegie Investment Counsel
Ohio
$220K +$19K +500 +10%
AA
804
AlphaCentric Advisors
Puerto Rico
$220K +$23.9K +629 +12%
H
805
HoyleCohen
California
$217K
EWM
806
Executive Wealth Management
Michigan
$216K -$2.88K -76 -1%
LWM
807
Liberty Wealth Management
California
$215K
BWM
808
Birchcreek Wealth Management
Ohio
$215K +$59.8K +1,576 +39%
CIA
809
Capital Investment Advisors
Georgia
$214K +$212K +5,581 New
IWM
810
IHT Wealth Management
Illinois
$213K -$43.5K -1,147 -17%
BI
811
Bramshill Investments
Florida
$213K +$211K +5,556 New
Calamos Advisors
812
Calamos Advisors
Illinois
$212K
JAG
813
Journey Advisory Group
Kentucky
$212K
JHCP
814
Jackson Hole Capital Partners
Oklahoma
$212K +$85K +2,240 +68%
CCA
815
Conestoga Capital Advisors
Pennsylvania
$212K +$210K +5,531 New
ACG
816
Allen Capital Group
Nebraska
$211K -$9.48K -250 -4%
FIM
817
Fernwood Investment Management
Massachusetts
$209K
CWM
818
Concentrum Wealth Management
California
$207K -$103K -2,721 -34%
AA
819
Alesco Advisors
New York
$207K
BFA
820
Beacon Financial Advisory
Ohio
$206K +$204K +5,366 New
9WM
821
9258 Wealth Management
Ohio
$204K -$11.8K -311 -6%
PWM
822
Palumbo Wealth Management
New York
$203K +$910 +24 +0.5%
SCM
823
Snow Capital Management
Pennsylvania
$203K +$200K +5,285 New
BFIM
824
Beese Fulmer Investment Management
Ohio
$202K +$199K +5,250 New
MCM
825
Murphy Capital Management
New Jersey
$202K +$200K +5,280 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.