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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
SAMT
151
Select Asset Management & Trust
Pennsylvania
$6.19M +$6.01M +160,727 New
SWIG
152
Strategic Wealth Investment Group
Kentucky
$6.18M +$974K +26,079 +19%
AWS
153
Arkfeld Wealth Strategies
Nebraska
$6.09M -$2.24K -60 -0%
GWM
154
Geneos Wealth Management
Colorado
$6.01M +$2.53M +67,778 +46%
PIA
155
Powell Investment Advisors
Florida
$5.99M +$77.9K +2,084 +1%
OIA
156
OneDigital Investment Advisors
Kansas
$5.98M -$1.43M -38,394 -20%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$5.97M +$369K +9,875 +7%
BC
158
Bartlett & Co
Ohio
$5.97M +$369K +9,875 +7%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$5.96M +$5.79M +154,882 New
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$5.95M +$985K +26,374 +21%
Bank of Nova Scotia
161
Bank of Nova Scotia
Ontario, Canada
$5.78M +$5.61M +150,013 New
IWA
162
IBEX Wealth Advisors
New Jersey
$5.7M +$201K +5,370 +4%
MBT
163
Montecito Bank & Trust
California
$5.69M +$530K +14,188 +11%
SDAM
164
Shulman DeMeo Asset Management
New York
$5.62M -$149K -3,975 -3%
ISWM
165
Independent Solutions Wealth Management
New York
$5.53M +$857K +22,930 +19%
BFC
166
Blue Fin Capital
Rhode Island
$5.52M +$324K +8,678 +6%
SIAP
167
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.44M +$216K +5,773 +4%
KOMWMG
168
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.43M +$48.4K +1,294 +0.9%
ACM
169
Ascendant Capital Management
California
$5.37M +$5.21M +139,500 New
RBFC
170
Roman Butler Fullerton & Co
Missouri
$5.29M +$16.5K +441 +0.3%
PFS
171
Prospera Financial Services
Texas
$5.22M +$4.82M +129,128 +2,042%
JGIA
172
Jackson Grant Investment Advisers
Connecticut
$5.08M +$12.3K +329 +0.3%
SWP
173
Stratos Wealth Partners
Ohio
$5.03M -$34K -910 -0.7%
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$4.98M -$43.3K -1,160 -0.9%
SLWA
175
San Luis Wealth Advisors
California
$4.98M +$4.83M +129,236 New

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.