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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
BFC
151
Blue Fin Capital
Rhode Island
$5.85M +$348K +9,187 +6%
PIA
152
Powell Investment Advisors
Florida
$5.8M -$165K -4,343 -3%
DWM
153
Dakota Wealth Management
Florida
$5.79M +$1.19M +31,371 +26%
TA
154
TrueWealth Advisors
Alabama
$5.75M +$5.64M +148,801 New
JGIA
155
Jackson Grant Investment Advisers
Connecticut
$5.71M +$638K +16,831 +13%
CCG
156
Chatham Capital Group
Georgia
$5.58M +$2.02M +53,140 +58%
SDAM
157
Shulman DeMeo Asset Management
New York
$5.56M -$39.7K -1,046 -0.7%
KOMWMG
158
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.45M +$34.9K +920 +0.7%
RFA
159
Reilly Financial Advisors
California
$5.43M +$2.26M +59,520 +73%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$5.42M -$524K -13,826 -9%
BC
161
Bartlett & Co
Ohio
$5.42M -$524K -13,826 -9%
SPIA
162
Steward Partners Investment Advisory
New York
$5.37M -$4.03M -106,204 -43%
GWAM
163
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.36M +$419K +11,037 +9%
Fiera Capital (Canada)
164
Fiera Capital (Canada)
Quebec, Canada
$5.27M +$301K +7,930 +6%
SWM
165
Spire Wealth Management
Virginia
$5.21M +$4.85M +127,872 New
IWA
166
IBEX Wealth Advisors
New Jersey
$5.09M -$589K -15,533 -10%
RA
167
RFG Advisory
Alabama
$5.07M +$481K +12,692 +11%
RBFC
168
Roman Butler Fullerton & Co
Missouri
$5.04M -$296K -7,816 -6%
APA
169
American Portfolios Advisors
New York
$5.03M +$242K +6,389 +5%
SIAP
170
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.97M -$442K -11,658 -8%
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
$4.94M -$991K -26,119 -17%
APWA
172
Atlas Private Wealth Advisors
New Jersey
$4.94M +$750K +19,775 +18%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$4.85M +$4.47M +117,874 +1,391%
CFMC
174
Curbstone Financial Management Corp
New Hampshire
$4.84M +$581K +15,320 +14%
SWP
175
Stratos Wealth Partners
Ohio
$4.83M -$187K -4,922 -4%

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.