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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
RIA
101
Regal Investment Advisors
Michigan
$10.8M +$8.34M +223,320 +397%
FBB
102
Fulton Breakefield Broenniman
Maryland
$10.7M -$1.27M -34,057 -11%
PI
103
Parkside Investments
Illinois
$10.6M +$4.93M +131,833 +91%
NCM
104
Northside Capital Management
Oregon
$10.5M
AMG
105
Advisors Management Group
Wisconsin
$10.2M +$1.37M +36,603 +16%
DAS
106
Dynamic Advisor Solutions
Arizona
$10M +$2.45M +65,470 +33%
AFS
107
Aft Forsyth & Sober
Florida
$10M +$9.01M +241,135 +1,289%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.97M +$65.8K +1,761 +0.7%
CA
109
Cetera Advisors
Colorado
$9.61M +$717K +19,187 +8%
AAM
110
Autus Asset Management
Arizona
$9.61M -$415K -11,106 -4%
BAM
111
Banta Asset Management
California
$9.56M +$9.28M +248,325 New
SPIA
112
Steward Partners Investment Advisory
New York
$9.48M +$218K +5,827 +2%
Renaissance Technologies
113
Renaissance Technologies
New York
$9.37M -$4.05M -108,500 -31%
AP
114
Atwood & Palmer
Missouri
$9.29M +$9.02M +241,361 New
ASN
115
Advisory Services Network
Georgia
$9.2M -$477K -12,778 -5%
HFA
116
High Falls Advisors
New York
$9.15M -$2.59M -69,399 -23%
Barclays
117
Barclays
United Kingdom
$9.06M -$37 -1 -0%
FHB
118
First Hawaiian Bank
Hawaii
$9.04M -$4.7M -125,815 -35%
BUB
119
BBVA USA Bancshares
Texas
$8.72M -$410K -10,976 -5%
WCA
120
Westover Capital Advisors
Delaware
$8.46M +$293K +7,853 +4%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$8.39M +$5.53M +147,966 +212%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$8.36M -$355K -9,510 -4%
MM
123
Main Management
California
$8.33M +$373K +9,975 +5%
NA
124
NewEdge Advisors
Louisiana
$8.19M +$4.58M +122,685 +136%
MWA
125
Moser Wealth Advisors
Washington
$8.18M +$55.5K +1,485 +0.7%

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.