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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
WC
176
Whitney & Co
New York
$4.79M +$68.7K +1,810 +1%
BWA
177
BDO Wealth Advisors
Florida
$4.78M +$3.95M +104,023 +509%
Millennium Management
178
Millennium Management
New York
$4.71M -$6.79M -179,139 -59%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$4.67M +$285K +7,515 +7%
MMA
180
Miracle Mile Advisors
California
$4.61M +$721K +18,997 +19%
HFA
181
High Falls Advisors
New York
$4.6M -$4.47M -117,717 -50%
MD
182
Money Design
Japan
$4.54M +$4.49M +118,369 New
Lido Advisors
183
Lido Advisors
California
$4.52M -$122K -3,213 -3%
HH
184
Hilltop Holdings
Texas
$4.46M +$1.5M +39,611 +52%
FPS
185
Fieldpoint Private Securities
Connecticut
$4.45M +$916K +24,145 +26%
PCIA
186
Prime Capital Investment Advisors
Kansas
$4.4M -$381K -10,036 -8%
PCM
187
Palouse Capital Management
Washington
$4.39M -$11.5K -303 -0.3%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$4.34M +$90.5K +2,387 +2%
HFG
189
Heron Financial Group
New York
$4.33M +$17.8K +468 +0.4%
HWM
190
Howard Wealth Management
Connecticut
$4.31M +$71.3K +1,881 +2%
CG
191
Colony Group
Massachusetts
$4.3M +$2.66M +70,005 +166%
ST
192
Sageworth Trust
Pennsylvania
$4.25M
JWBC
193
J.W. Burns & Co
New York
$4.17M +$10.5K +276 +0.3%
CST
194
Charles Schwab Trust
Nevada
$4.17M +$1.49M +39,216 +57%
CCT
195
Country Club Trust
Missouri
$4.16M +$909K +23,954 +28%
IAN
196
Integrated Advisors Network
Texas
$4.1M +$120K +3,152 +3%
GDP
197
Great Diamond Partners
Maine
$4.03M +$3.98M +104,851 New
MPCG
198
Matrix Private Capital Group
New York
$4.02M +$447K +11,795 +13%
DJSG
199
D.J. St. Germain
Massachusetts
$3.96M -$71.6K -1,887 -2%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$3.95M -$10.4K -275 -0.3%

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.