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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
AIA
126
Angeles Investment Advisors
California
$8.09M +$584K +15,635 +8%
BRWA
127
B. Riley Wealth Advisors
Florida
$8.08M -$1.06M -28,314 -12%
BAM
128
Brave Asset Management
New Jersey
$7.97M +$3.31M +88,708 +75%
CCM
129
Crabel Capital Management
California
$7.85M +$7.32M +195,791 +2,399%
NAM
130
NorthCoast Asset Management
Connecticut
$7.63M -$156K -4,169 -2%
SP
131
Symmetry Partners
Connecticut
$7.58M +$808K +21,613 +12%
FNT
132
First National Trust
Pennsylvania
$7.33M -$61.1K -1,634 -0.9%
TC
133
TAP Consulting
Missouri
$7.23M +$252K +6,744 +4%
PI
134
PineBridge Investments
New York
$7.17M
ACA
135
Atlas Capital Advisors
Wyoming
$7.07M +$978K +26,187 +17%
WDA
136
Wendell David Associates
New Hampshire
$7.06M +$404K +10,815 +6%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$7.04M -$28.8K -771 -0.4%
WCM
138
Windsor Capital Management
Arizona
$6.77M -$97.1K -2,600 -1%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$6.76M +$1.67M +44,577 +34%
TCPWM
140
Traverso Chambers Private Wealth Management
California
$6.74M -$52.9K -1,415 -0.8%
CWS
141
Cypress Wealth Services
California
$6.68M +$6.48M +173,450 New
PAS
142
Park Avenue Securities
New York
$6.63M -$541K -14,489 -8%
AAS
143
Annex Advisory Services
Wisconsin
$6.55M +$6.36M +170,208 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$6.52M -$55K -1,473 -0.9%
Franklin Resources
145
Franklin Resources
California
$6.44M -$31.9K -855 -0.5%
GM
146
GeoWealth Management
Illinois
$6.43M +$5.96M +159,422 +2,189%
AWM
147
AE Wealth Management
Kansas
$6.37M +$3.41M +91,151 +123%
Voloridge Investment Management
148
Voloridge Investment Management
Florida
$6.36M +$873K +23,353 +16%
ClearBridge Investments
149
ClearBridge Investments
New York
$6.3M -$206K -5,500 -3%
HCM
150
Howard Capital Management
Georgia
$6.23M +$4.95M +132,603 +453%

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.