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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
ARMC
901
American Research & Management Company
Massachusetts
$27K
OFG
902
Oxford Financial Group
Indiana
$27K +$15.2K +400 +133%
OSAM
903
O'Shaughnessy Asset Management
Connecticut
$26K
SWA
904
Sutton Wealth Advisors
Florida
$25.8K
SWA
905
SOA Wealth Advisors
New York
$25K
AIM
906
Anchor Investment Management
South Carolina
$25K
CBT
907
CoreFirst Bank & Trust
Kansas
$23K
TCWM
908
Total Clarity Wealth Management
Illinois
$23K +$22.3K +588 New
GLLW
909
Graves Light Lenhart Wealth
Virginia
$22K
SQA
910
Simon Quick Advisors
New Jersey
$22K +$3.79K +100 +20%
PMFA
911
Plante Moran Financial Advisors
Michigan
$21K +$152 +4 +0.7%
MWM
912
Mascoma Wealth Management
New Hampshire
$20K +$20.2K +532 New
HCM
913
Horrell Capital Management
Arkansas
$19K
EP
914
Eudaimonia Partners
Tennessee
$18K +$17.8K +468 New
TC
915
Tacita Capital
Ontario, Canada
$17K -$4.36K -115 -20%
FFA
916
Freedman Financial Associates
Massachusetts
$16K
M1FG
917
Mach-1 Financial Group
Arkansas
$15K
HFA
918
HC Financial Advisors
California
$12K
EWM
919
Elmwood Wealth Management
California
$12K +$11.4K +300 New
AIL
920
AGF Investments LLC
Ontario, Canada
$11K
HI
921
Hoey Investments
Pennsylvania
$11K
PCG
922
Private Capital Group
Connecticut
$11K
QI
923
QS Investors
New York
$11K
RDFA
924
Ritter Daniher Financial Advisory
Ohio
$11K
WAS
925
Winch Advisory Services
Wisconsin
$11K +$114 +3 +1%

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.