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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
BF
76
BOK Financial
Oklahoma
$16M +$868K +23,235 +6%
AAS
77
Avantax Advisory Services
Texas
$16M -$8.32M -222,762 -35%
CTB
78
Country Trust Bank
Illinois
$15.8M
ST
79
Smithfield Trust
Pennsylvania
$15M -$1.45M -38,704 -9%
CF
80
Clarity Financial
Texas
$14.7M +$14.3M +382,524 New
Citigroup
81
Citigroup
New York
$14.5M +$724K +19,379 +5%
QWM
82
Quaker Wealth Management
New Jersey
$14M +$286K +7,661 +2%
PAG
83
Private Advisor Group
New Jersey
$14M -$118K -3,169 -0.9%
MA
84
MUFG Americas
New York
$13.9M -$67K -1,792 -0.5%
HIM
85
Hanlon Investment Management
New Jersey
$13.7M +$7.63M +204,187 +134%
HNB
86
Huntington National Bank
Ohio
$13.6M
ANTB
87
AMG National Trust Bank
Colorado
$12.4M +$28.8K +770 +0.2%
PWAG
88
Polaris Wealth Advisory Group
California
$12.3M +$12.1M +324,653 New
BCI
89
Brinker Capital Investments
Pennsylvania
$12.2M +$479K +12,824 +4%
EWA
90
Exencial Wealth Advisors
Oklahoma
$12.1M -$12.4M -332,084 -51%
HVIA
91
Hudson Valley Investment Advisors
New York
$12.1M +$6.35M +169,825 +117%
Millennium Management
92
Millennium Management
New York
$11.6M +$6.32M +169,119 +127%
SFI
93
SPC Financial Inc
Maryland
$11.6M +$8.7M +232,765 +338%
QIM
94
Quest Investment Management
Oregon
$11.4M -$163K -4,364 -1%
SFG
95
Sowa Financial Group
Rhode Island
$11.2M -$142K -3,808 -1%
WBG
96
Wharton Business Group
Pennsylvania
$10.9M -$149K -3,992 -1%
AllianceBernstein
97
AllianceBernstein
Tennessee
$10.9M -$53.1K -1,420 -0.5%
OMC
98
Overbrook Management Corp
New York
$10.9M +$187K +4,994 +2%
BWFA
99
Baltimore-Washington Financial Advisors
Maryland
$10.8M +$115K +3,082 +1%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$10.8M -$358K -9,573 -3%

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.