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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
TF
976
Trek Financial
Arizona
-$1.15M -29,970 Closed
DIM
977
Delta Investment Management
California
-$596K -15,501 Closed
CDH
978
Charles D. Hyman
-$533K -13,830 Closed
MA
979
MJP Associates
Connecticut
-$481K -12,497 Closed
CWM
980
Connecticut Wealth Management
Connecticut
-$447K -11,609 Closed
SWM
981
Stockman Wealth Management
Montana
-$431K -11,189 Closed
BWP
982
Bernardo Wealth Planning
Pennsylvania
-$380K -9,867 Closed
RWA
983
Redhawk Wealth Advisors
Minnesota
-$336K -8,719 Closed
IAA
984
Independent Advisor Alliance
North Carolina
-$327K -8,500 Closed
TFCP
985
Twin Focus Capital Partners
Massachusetts
-$327K -8,500 Closed
WCWM
986
Wooster Corthell Wealth Management
Connecticut
-$323K -8,386 Closed
HAS
987
HBW Advisory Services
California
-$321K -8,331 Closed
VFG
988
V2 Financial group
Illinois
-$318K -8,258 Closed
PFA
989
Pettinga Financial Advisors
Indiana
-$316K -8,209 Closed
LWM
990
Laidlaw Wealth Management
New York
-$304K -7,890 Closed
BFWA
991
Benchmark Financial Wealth Advisors
Florida
-$264K -6,862 Closed
LB
992
Leo Brokerage
Texas
-$264K -6,859 Closed
LBC
993
Lowe Brockenbrough & Co
Virginia
-$259K -6,722 Closed
LFF
994
Level Four Financial
Texas
-$253K -6,574 Closed
SCA
995
Sage Capital Advisors
South Dakota
-$242K -6,361 Closed
NPF
996
Norris Perne & French
Michigan
-$236K -6,120 Closed
WP
997
WMS Partners
Maryland
-$231K -6,000 Closed
Mitsubishi UFJ Trust & Banking
998
Mitsubishi UFJ Trust & Banking
Japan
-$230K -5,980 Closed
SB
999
Strategic Blueprint
Georgia
-$224K -5,807 Closed
Fisher Asset Management
1000
Fisher Asset Management
Washington
-$222K -5,773 Closed

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.