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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
226
Cypress Capital Management (Wyoming)
Wyoming
$1.9M +$1.09M +28,470 +138%
CSA
227
Cottage Street Advisors
Massachusetts
$1.9M +$21K +550 +1%
IF
228
Ironwood Financial
Arizona
$1.89M +$298K +7,784 +19%
BT
229
Beacon Trust
New Jersey
$1.88M -$714K -18,677 -28%
HCM
230
Hollencrest Capital Management
California
$1.85M +$9.98K +261 +0.5%
NFG
231
Next Financial Group
Texas
$1.84M -$1.31M -34,322 -42%
CCA
232
Clearwater Capital Advisors
Illinois
$1.84M -$24.5K -642 -1%
WB
233
WesBanco Bank
West Virginia
$1.83M +$621K +16,253 +52%
TH
234
TCTC Holdings
Texas
$1.82M -$382K -10,000 -18%
RJT
235
Raymond James Trust
Florida
$1.82M +$211K +5,519 +13%
FFBTD
236
First Financial Bank - Trust Division
Ohio
$1.81M -$279K -7,286 -13%
AMG
237
Advisors Management Group
Wisconsin
$1.79M +$210K +5,503 +13%
SFM
238
Signet Financial Management
New Jersey
$1.78M -$302K -7,887 -15%
GA
239
Geneva Advisors
Illinois
$1.78M -$98.5K -2,576 -5%
FFSOTS
240
Fiduciary Financial Services of The Southwest
Texas
$1.77M +$266K +6,960 +18%
MWP
241
MYCIO Wealth Partners
Pennsylvania
$1.76M +$529K +13,838 +44%
PWM
242
Perigon Wealth Management
California
$1.74M -$19.5K -511 -1%
SIA
243
Starfire Investment Advisers
Michigan
$1.74M -$19.2K -502 -1%
NWM
244
Northwest Wealth Management
Iowa
$1.73M +$43.3K +1,133 +3%
MC
245
Mathes Company
New York
$1.72M -$57.4K -1,500 -3%
AC
246
Alexandria Capital
Virginia
$1.69M -$241K -6,310 -13%
JGIA
247
Jackson Grant Investment Advisers
Connecticut
$1.68M -$24.7K -646 -1%
JIC
248
Johnson Investment Counsel
Ohio
$1.63M +$17.1K +446 +1%
CFA
249
Camarda Financial Advisors
Florida
$1.63M -$2.57M -67,165 -61%
CCK
250
Clarity Capital KCPS
Israel
$1.62M +$500K +13,073 New

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.