We are live on ! Find out more
PFF icon

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
FWM
826
Focused Wealth Management
New York
$199K -$6.28K -168 -3%
AA
827
AlphaCentric Advisors
Puerto Rico
$196K -$1.57K -42 -0.8%
AWA
828
Artemis Wealth Advisors
New York
$191K +$17.4K +466 +10%
CFD
829
Creative Financial Designs
Indiana
$185K -$33.5K -896 -16%
ADIM
830
Alpha DNA Investment Management
Maryland
$177K +$173K +4,617 New
HFA
831
Hoover Financial Advisors
Pennsylvania
$176K -$144K -3,862 -46%
HCP
832
Hexagon Capital Partners
Arkansas
$176K +$224 +6 +0.1%
OC
833
Oakworth Capital
Alabama
$172K +$26.2K +700 +19%
TFGT
834
TS Financial Group (TSFG)
Illinois
$171K +$448 +12 +0.3%
SIAG
835
Safeguard Investment Advisory Group
California
$165K +$160K +4,288 New
RMC
836
Resources Management Corp
Connecticut
$164K +$160K +4,270 New
GI
837
Gradient Investments
Minnesota
$160K
PO
838
Private Ocean
California
$155K +$83.8K +2,243 +126%
BWM
839
Birchcreek Wealth Management
Ohio
$155K +$151K +4,035 New
FCM
840
Firestone Capital Management
Florida
$152K +$148K +3,955 New
GWSG
841
GPS Wealth Strategies Group
Colorado
$151K +$146K +3,916 New
NFSG
842
Newbridge Financial Services Group
Florida
$150K +$6.24K +167 +4%
HWA
843
HHM Wealth Advisors
Tennessee
$141K
MFA
844
McClarren Financial Advisors
Pennsylvania
$141K +$137K +3,672 New
FF
845
FourThought Financial
Florida
$137K +$133K +3,562 New
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$126K
MRCM
847
M&R Capital Management
New Jersey
$119K
FCB
848
First Command Bank
Texas
$114K +$110K +2,952 New
FCFS
849
First Command Financial Services
Texas
$114K +$110K +2,952 New
WFA
850
Wells Financial Advisors
Massachusetts
$111K +$108K +2,880 New

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.