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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
RSWM
1001
Robertson Stephens Wealth Management
California
-$220K -5,737 Closed
BB
1002
Berkshire Bank
Massachusetts
-$218K -5,658 Closed
MCWS
1003
McKinley Carter Wealth Services
West Virginia
-$210K -5,449 Closed
WAS
1004
Wealth Advisory Solutions
Indiana
-$205K -5,335 Closed
CWP
1005
Capital Wealth Planning
Florida
-$203K -5,284 Closed
MG
1006
Mather Group
Illinois
-$202K -5,258 Closed
AWA
1007
Artemis Wealth Advisors
New York
-$191K -4,957 Closed
SIAG
1008
Safeguard Investment Advisory Group
California
-$165K -4,288 Closed
LGA
1009
Lebenthal Global Advisors
New York
-$105K -2,732 Closed
DA
1010
DCM Advisors
New York
-$103K -2,675 Closed
TI
1011
Truehand Inc
New Hampshire
-$100K -2,595 Closed
TIAM2
1012
Tru Independence Asset Management 2
Oregon
-$88K -2,283 Closed
KCM
1013
Kathmere Capital Management
Pennsylvania
-$76K -1,964 Closed
FCH
1014
Freestone Capital Holdings
Washington
-$73.2K -1,900 Closed
OIM
1015
Oder Investment Management
California
-$63K -1,644 Closed
ICP
1016
Interchange Capital Partners
Pennsylvania
-$62K -1,617 Closed
FPB
1017
First PREMIER Bank
South Dakota
-$53K -1,365 Closed
AF
1018
Arrow Financial
New York
-$39K -1,000 Closed
QCG
1019
Quadrant Capital Group
Ohio
-$39K -1,000 Closed
PB
1020
Pinnacle Bancorp
Nebraska
-$37K -965 Closed
RP
1021
Rice Partnership
Hawaii
-$35K -900 Closed
BWL
1022
Bogart Wealth LLC
Virginia
-$32K -850 Closed
EA
1023
Elm Advisors
California
-$24K -625 Closed
GC
1024
Grace Capital
Massachusetts
-$23K -600 Closed
IA
1025
Inspire Advisors
Idaho
-$22K -558 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.