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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
EH
201
Equitable Holdings
New York
$3.92M +$615K +16,201 +19%
FFN
202
Focus Financial Network
Minnesota
$3.9M +$2.38M +62,709 +161%
SPC
203
Sigma Planning Corp
Michigan
$3.88M +$60.9K +1,606 +2%
UCFA
204
United Capital Financial Advisors
Texas
$3.8M -$260K -6,859 -6%
SWA
205
Sax Wealth Advisors
New Jersey
$3.79M +$414K +10,920 +12%
CA
206
Corrado Advisors
New Jersey
$3.77M +$1.3M +34,195 +53%
SVWAG
207
Sound View Wealth Advisors Group
Georgia
$3.68M -$61.7K -1,626 -2%
ACM
208
Azimuth Capital Management
Michigan
$3.67M +$118K +3,121 +3%
FWP
209
FAS Wealth Partners
Kansas
$3.62M +$440K +11,611 +14%
MA
210
Mutual Advisors
Nebraska
$3.62M +$45.4K +1,197 +1%
DADC
211
D.A. Davidson & Co
Montana
$3.61M -$490K -12,924 -12%
Asset Management One
212
Asset Management One
Japan
$3.6M -$386K -10,183 -10%
BWAM
213
Boyd Watterson Asset Management
Ohio
$3.52M +$3.21M +84,600 +1,209%
SIC
214
Salem Investment Counselors
North Carolina
$3.47M +$9.48K +250 +0.3%
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.46M +$46.3K +1,221 +1%
JWCA
216
J.W. Cole Advisors
Florida
$3.44M +$152K +3,997 +5%
HCM
217
HMS Capital Management
Tennessee
$3.41M +$3.05M +80,504 +979%
PFA
218
Pure Financial Advisors
California
$3.39M +$1.84M +48,637 +123%
CAGAS
219
Capital Advisory Group Advisory Services
Minnesota
$3.36M +$602K +15,863 +22%
IFG
220
Independent Financial Group
California
$3.35M +$16.2K +426 +0.5%
PWW
221
Pettyjohn Wood & White
Virginia
$3.35M +$114K +3,000 +4%
CWM
222
Centric Wealth Management
Illinois
$3.34M +$49.3K +1,299 +2%
IBOK
223
Independence Bank of Kentucky
Kentucky
$3.29M +$440K +11,600 +16%
SFG
224
Summit Financial Group
West Virginia
$3.26M +$723K +19,059 +29%
OC
225
Oppenheimer & Co
New York
$3.25M +$409K +10,770 +15%

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.