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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
FI
826
Financial Insights
Washington
$201K -$30.7K -810 -13%
SA
827
Strategic Advisors
New York
$200K -$50K -1,317 -20%
HCA
828
Harbour Capital Advisors
Virginia
$200K +$197K +5,200 New
PCS
829
Personal CFO Solutions
New Jersey
$200K +$198K +5,211 New
FWM
830
Focused Wealth Management
New York
$198K -$645 -17 -0.3%
FCA
831
FinTrust Capital Advisors
South Carolina
$192K -$46.8K -1,235 -20%
WB
832
Webster Bank
Connecticut
$191K -$19.5K -514 -9%
BC
833
Burleson & Co
California
$185K +$183K +4,826 New
TFGT
834
TS Financial Group (TSFG)
Illinois
$179K +$8.84K +233 +5%
NC
835
NewSquare Capital
Pennsylvania
$178K -$3.56M -93,845 -95%
ADIM
836
Alpha DNA Investment Management
Maryland
$177K
OC
837
Oakworth Capital
Alabama
$171K
LF
838
Lee Financial
Texas
$154K +$70.4K +1,855 +86%
FCM
839
Firestone Capital Management
Florida
$152K
MFA
840
McClarren Financial Advisors
Pennsylvania
$142K +$1.1K +29 +0.8%
HWA
841
HHM Wealth Advisors
Tennessee
$141K
FF
842
FourThought Financial
Florida
$134K -$1.9K -50 -1%
MRCM
843
M&R Capital Management
New Jersey
$119K
SCA
844
Stonebridge Capital Advisors
Minnesota
$115K +$114K +3,000 New
WFA
845
Wells Financial Advisors
Massachusetts
$111K
GI
846
Gradient Investments
Minnesota
$108K -$59.6K -1,570 -36%
PO
847
Private Ocean
California
$107K -$47.1K -1,243 -31%
HFA
848
Hoover Financial Advisors
Pennsylvania
$105K -$71.2K -1,876 -41%
SG Americas Securities
849
SG Americas Securities
New York
$104K -$43.3M -1,140,600 -100%
CA
850
Clearstead Advisors
Ohio
$99K -$7.32K -193 -7%

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.