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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

532 hedge funds and large institutions have $5.07B invested in iShares Preferred and Income Securities ETF in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.2%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
46
Increased
252
Reduced
161
Closed
39
Calls
$2.92M
Puts
$47.1M
Net Calls
-$44.1M
Net Calls Change
+$41.9M

Top Buyers

1
AB
Aozora Bank
Japan
$202M
2
AssetMark Inc
AssetMark Inc
California
$132M
3
BA
BlackRock Advisors
Delaware
$46.1M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$45.2M
5
UBS Group
UBS Group
Switzerland
$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
LPL Financial
LPL Financial
California
$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.3M
5
PWAG
Polaris Wealth Advisory Group
California
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Concert Wealth Management
California
$1.39M -$340K -8,666 -20%
WPW
252
Waldron Private Wealth
Pennsylvania
$1.38M – – –
LA
253
LVW Advisors
New York
$1.36M +$1.36M +34,856 New
DWM
254
Destination Wealth Management
California
$1.34M – – –
JIC
255
Johnson Investment Counsel
Ohio
$1.33M +$494K +12,664 +59%
RJT
256
Raymond James Trust
Florida
$1.32M +$827K +21,196 +168%
TAG
257
Tactical Allocation Group
Michigan
$1.3M -$32.5K -833 -2%
HVIA
258
Hudson Valley Investment Advisors
New York
$1.29M -$5.93M -45,685 -82%
IPC
259
Independent Portfolio Consultants
Florida
$1.29M -$352K -9,005 -21%
MML Investors Services
260
MML Investors Services
Massachusetts
$1.29M +$101K +2,583 +9%
CS
261
Credit Suisse
Switzerland
$1.28M -$19.1M -489,069 -94%
AAA
262
Adams Asset Advisors
Texas
$1.28M – – –
CBU
263
CIBC Bank USA
Illinois
$1.26M -$6.83K -175 -0.5%
Neuberger Berman Group
264
Neuberger Berman Group
New York
$1.25M +$105K +2,691 +9%
HCIA
265
Hochman Cole Investment Advisors
Illinois
$1.25M +$546 +14 +0%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$1.24M +$176K +4,508 +17%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$1.22M +$18K +460 +1%
WA
268
WESPAC Advisors
California
$1.2M +$112K +2,876 +10%
1SB
269
1ST Source Bank
Indiana
$1.18M -$4.76K -122 -0.4%
TC
270
Telemus Capital
Michigan
$1.17M +$1.17M +30,000 New
PCP
271
Proficio Capital Partners
Massachusetts
$1.16M +$324K +8,306 +39%
AB
272
AT Bancorp
Iowa
$1.16M +$413K +10,577 +55%
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$1.12M +$17K +436 +2%
CCT
274
Country Club Trust
Missouri
$1.11M +$63.9K +1,635 +6%
SCG
275
Sonata Capital Group
Washington
$1.09M +$6.6K +169 +0.6%
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