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
CA
851
Clearstead Advisors
Ohio
$107K +$7.21K +193 +7%
LGA
852
Lebenthal Global Advisors
New York
$105K +$102K +2,732 New
DA
853
DCM Advisors
New York
$103K +$100K +2,675 New
TI
854
Truehand Inc
New Hampshire
$100K
FRA
855
Front Row Advisors
California
$97K +$5.61K +150 +6%
WEC
856
Winslow Evans & Crocker
Massachusetts
$95K +$92.6K +2,479 New
TLFA
857
True Link Financial Advisors
California
$93K +$31.4K +841 New
BFEC
858
Benjamin F. Edwards & Company
Missouri
$90K +$9.6K +257 +12%
VBCG
859
Valley Brook Capital Group
Pennsylvania
$90K +$87.8K +2,350 New
TIAM2
860
Tru Independence Asset Management 2
Oregon
$88K +$85.3K +2,283 New
MFT
861
Moisand Fitzgerald Tamayo
Florida
$85K +$51.7K +1,384 +169%
EIP
862
Ellis Investment Partners
Pennsylvania
$84K +$34.2K +916 +72%
LF
863
Lee Financial
Texas
$83K +$52.1K +1,395 +181%
CWA
864
Clearview Wealth Advisors
Oregon
$82K +$79.8K +2,136 New
SIM
865
Sonora Investment Management
Arizona
$79K +$18.7K +500 +32%
AWG
866
Altus Wealth Group
Colorado
$77K +$74.5K +1,995 New
KCM
867
Kathmere Capital Management
Pennsylvania
$76K -$2.8K -75 -4%
PCA
868
Providence Capital Advisors
North Carolina
$76K +$68K +1,821 +1,301%
FCH
869
Freestone Capital Holdings
Washington
$73.2K
BWM
870
Baystate Wealth Management
Massachusetts
$73K +$2.62K +70 +4%
SWM
871
Sugarloaf Wealth Management
Georgia
$72K
EW
872
Element Wealth
Mississippi
$72K +$934 +25 +1%
HI
873
Hudock Inc
Pennsylvania
$71K -$7.03K -188 -9%
CWC
874
Carolinas Wealth Consulting
North Carolina
$70K +$934 +25 +1%
SAM
875
S.A. Mason
Michigan
$68K

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.