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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
CA
101
Cetera Advisors
Colorado
$9.64M +$54.1K +1,426 +0.6%
AWM
102
AE Wealth Management
Kansas
$9.43M +$3.04M +80,212 +48%
BAM
103
Brave Asset Management
New Jersey
$9.33M +$1.36M +35,779 +17%
NAM
104
NTV Asset Management
West Virginia
$9.1M +$8.99M +237,014 New
Barclays
105
Barclays
United Kingdom
$9.03M
ASN
106
Advisory Services Network
Georgia
$8.81M -$354K -9,335 -4%
CCM
107
Crabel Capital Management
California
$8.72M +$882K +23,263 +11%
BRWA
108
B. Riley Wealth Advisors
Florida
$8.69M +$619K +16,324 +8%
AFS
109
Aft Forsyth & Sober
Florida
$8.6M -$1.36M -35,885 -14%
WCA
110
Westover Capital Advisors
Delaware
$8.6M +$155K +4,085 +2%
DAS
111
Dynamic Advisor Solutions
Arizona
$8.53M -$1.47M -38,773 -15%
NA
112
NewEdge Advisors
Louisiana
$8.52M +$350K +9,227 +4%
SP
113
Symmetry Partners
Connecticut
$8.49M +$922K +24,297 +12%
TC
114
TAP Consulting
Missouri
$8.46M +$1.23M +32,534 +17%
AIA
115
Angeles Investment Advisors
California
$8.43M +$360K +9,490 +5%
GWM
116
Geneos Wealth Management
Colorado
$8.3M -$48.5K -1,278 -0.6%
MWA
117
Moser Wealth Advisors
Washington
$8.2M +$40K +1,054 +0.5%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$8.18M -$184K -4,854 -2%
QIM
119
Quest Investment Management
Oregon
$8.13M -$3.22M -85,007 -29%
BUB
120
BBVA USA Bancshares
Texas
$8.11M -$582K -15,331 -7%
NAM
121
NorthCoast Asset Management
Connecticut
$7.71M +$93.3K +2,460 +1%
WDA
122
Wendell David Associates
New Hampshire
$7.47M +$427K +11,250 +6%
SWIG
123
Strategic Wealth Investment Group
Kentucky
$7.43M +$1.25M +33,073 +21%
FNT
124
First National Trust
Pennsylvania
$7.29M -$23.3K -613 -0.3%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$7.22M +$1.27M +33,546 +22%

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.