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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
PB
901
Pinnacle Bancorp
Nebraska
$37K +$897 +24 +3%
VFA
902
Valeo Financial Advisors
Indiana
$35K -$5.34K -143 -14%
RP
903
Rice Partnership
Hawaii
$35K +$33.6K +900 New
AL
904
ADE LLC
Maryland
$33K +$32.1K +860 New
BWL
905
Bogart Wealth LLC
Virginia
$32K
GSAM
906
Grant Street Asset Management
Pennsylvania
$32K +$31.1K +833 New
LDFR
907
Lehman & Derafelo Financial Resources
Pennsylvania
$31K
WT
908
Washington Trust
Rhode Island
$31K
ARMC
909
American Research & Management Company
Massachusetts
$27K
OSAM
910
O'Shaughnessy Asset Management
Connecticut
$26K
SWA
911
Sutton Wealth Advisors
Florida
$25.8K
AIM
912
Anchor Investment Management
South Carolina
$25K
SWA
913
SOA Wealth Advisors
New York
$25K +$25.1K +672 New
EA
914
Elm Advisors
California
$24K +$23.4K +625 New
CBT
915
CoreFirst Bank & Trust
Kansas
$23K +$22.4K +600 New
GC
916
Grace Capital
Massachusetts
$23K +$22.4K +600 New
IA
917
Inspire Advisors
Idaho
$22K +$20.9K +558 New
GLLW
918
Graves Light Lenhart Wealth
Virginia
$22K +$21K +562 New
TC
919
Tacita Capital
Ontario, Canada
$22K +$21.1K +565 New
PMFA
920
Plante Moran Financial Advisors
Michigan
$21K +$299 +8 +1%
HCM
921
Horrell Capital Management
Arkansas
$19K
TFS
922
TrustCore Financial Services
Tennessee
$19K
SQA
923
Simon Quick Advisors
New Jersey
$19K +$18.3K +490 New
CFO
924
CVA Family Office
Colorado
$19K +$18.7K +500 New
BSSFA
925
Baron Silver Stevens Financial Advisors
Florida
$19K +$19.1K +510 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.