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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
251
S.R. Schill & Associates
Washington
$2.01M +$41.2K +1,073 +2%
PCM
252
Prelude Capital Management
New York
$2M -$642K -16,727 -24%
RJT
253
Raymond James Trust
Florida
$1.96M -$96.7K -2,519 -5%
LIA
254
LBMC Investment Advisors
Tennessee
$1.92M +$2.96K +77 +0.2%
CTC
255
Central Trust Company
Missouri
$1.92M -$125K -3,250 -6%
BIAS
256
Beacon Investment Advisory Services
New Jersey
$1.91M -$365K -9,498 -16%
Mackenzie Financial
257
Mackenzie Financial
Ontario, Canada
$1.9M
SBH
258
Segall Bryant & Hamill
Illinois
$1.9M +$240K +6,245 +14%
SBWM
259
Sunflower Bank Wealth Management
Arizona
$1.88M +$1.89M +49,315 New
MIAN
260
Mariner Independent Advisor Network
Kansas
$1.87M +$1.28M +33,259 +208%
IF
261
Ironwood Financial
Arizona
$1.87M -$14.8K -385 -0.8%
AWA
262
Arete Wealth Advisors
Illinois
$1.87M +$19.2K +500 +1%
CSA
263
Cottage Street Advisors
Massachusetts
$1.86M -$3.84K -100 -0.2%
BRWA
264
B. Riley Wealth Advisors
Florida
$1.86M -$79.9K -2,080 -4%
CB
265
Community Bank
New York
$1.85M +$79.4K +2,069 +4%
SI
266
SII Investments
Wisconsin
$1.83M -$934K -24,329 -34%
CAS
267
Cue Advisory Services
Arizona
$1.83M +$170K +4,434 +10%
CF
268
Centaurus Financial
California
$1.79M +$1.81M +47,065 New
BC
269
Brinker Capital
Pennsylvania
$1.78M +$1.14M +29,727 +174%
AMG
270
Advisors Management Group
Wisconsin
$1.78M -$3.38K -88 -0.2%
Comerica Bank
271
Comerica Bank
Texas
$1.75M -$1.93M -50,244 -52%
BST
272
Bath Savings Trust
Maine
$1.75M +$99.8K +2,600 +6%
VWA
273
V Wealth Advisors
Kansas
$1.75M +$1.54K +40 +0.1%
WAM
274
Weatherly Asset Management
California
$1.75M -$160K -4,173 -8%
GWM
275
Greenwich Wealth Management
Connecticut
$1.73M +$147K +3,823 +9%

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.