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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
ACA
126
Atlas Capital Advisors
Wyoming
$7.18M +$122K +3,208 +2%
KFGK
127
Keystone Financial Group (Kentucky)
Kentucky
$7.17M +$147K +3,873 +2%
TCPWM
128
Traverso Chambers Private Wealth Management
California
$7.13M +$407K +10,737 +6%
ISWM
129
Independent Solutions Wealth Management
New York
$6.91M +$1.37M +36,224 +25%
Capstone Investment Advisors
130
Capstone Investment Advisors
New York
$6.81M +$5.66M +149,341 +532%
PWPCM
131
Perella Weinberg Partners Capital Management
New York
$6.77M +$6.69M +176,336 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$6.77M +$261K +6,877 +4%
CWS
133
Cypress Wealth Services
California
$6.72M +$56.9K +1,499 +0.9%
WS
134
Wedbush Securities
California
$6.69M +$2.28M +60,102 +53%
WCM
135
Windsor Capital Management
Arizona
$6.66M -$91K -2,400 -1%
PAS
136
Park Avenue Securities
New York
$6.58M -$27.7K -729 -0.4%
ClearBridge Investments
137
ClearBridge Investments
New York
$6.57M +$276K +7,265 +4%
MBT
138
Montecito Bank & Trust
California
$6.57M +$878K +23,150 +16%
ACM
139
Ascendant Capital Management
California
$6.53M +$1.16M +30,500 +22%
AAS
140
Annex Advisory Services
Wisconsin
$6.52M -$12.5K -330 -0.2%
Franklin Resources
141
Franklin Resources
California
$6.49M +$73.7K +1,944 +1%
Voloridge Investment Management
142
Voloridge Investment Management
Florida
$6.37M +$31.7K +837 +0.5%
AWS
143
Arkfeld Wealth Strategies
Nebraska
$6.25M +$721 +19 +0%
CAM
144
Congress Asset Management
Massachusetts
$6.2M +$6.13M +161,534 New
FHB
145
First Hawaiian Bank
Hawaii
$6.09M -$2.89M -76,183 -32%
CAWM
146
Capital Advisors Wealth Management
Washington
$6.06M +$5.99M +157,918 New
HHRDM
147
H&H Retirement Design & Management
Nevada
$5.96M +$5.83M +153,763 New
OIA
148
OneDigital Investment Advisors
Kansas
$5.95M -$28.2K -744 -0.5%
PFS
149
Prospera Financial Services
Texas
$5.93M +$719K +18,958 +14%
IAS
150
IMA Advisory Services
Colorado
$5.86M +$1.75M +46,046 +43%

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.