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iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
251
StoneX Group
New York
$1.79M +$47.4K +1,293 +3%
LIA
252
LBMC Investment Advisors
Tennessee
$1.77M +$1.32K +36 +0.1%
SS
253
Simplicity Solutions
Minnesota
$1.77M -$57.1K -1,559 -3%
FNB
254
Farmers National Bank
Kentucky
$1.74M -$103K -2,815 -6%
MMA
255
Miracle Mile Advisors
California
$1.74M +$50.1K +1,368 +3%
SBH
256
Segall Bryant & Hamill
Illinois
$1.74M -$114K -3,099 -6%
WHG
257
Westwood Holdings Group
Texas
$1.73M +$1.68M +45,775 +3,815%
NR
258
Newfound Research
Massachusetts
$1.68M -$2.11M -57,570 -56%
OC
259
Oppenheimer & Co
New York
$1.68M +$103K +2,824 +7%
MBT
260
Monroe Bank & Trust
Michigan
$1.66M +$127K +3,464 +8%
JIC
261
Johnson Investment Counsel
Ohio
$1.62M -$17.4K -475 -1%
CWM
262
Connecticut Wealth Management
Connecticut
$1.61M +$1.6M +43,618 New
VCM
263
Virtue Capital Management
Tennessee
$1.6M -$346K -9,434 -18%
Millennium Management
264
Millennium Management
New York
$1.58M -$21.3K -582 -1%
Northern Trust
265
Northern Trust
Illinois
$1.58M -$150K -4,103 -9%
IF
266
Ironwood Financial
Arizona
$1.55M -$99.8K -2,724 -6%
HW
267
Hancock Whitney
Mississippi
$1.54M +$365K +9,949 +31%
Mirae Asset Global Investments
268
Mirae Asset Global Investments
South Korea
$1.49M -$638K -17,410 -30%
PA
269
PFG Advisors
Arizona
$1.49M -$26.8K -731 -2%
WP
270
WealthSource Partners
California
$1.48M +$1.47M +40,083 New
BRWA
271
B. Riley Wealth Advisors
Florida
$1.47M +$33.4K +911 +2%
BAM
272
Belpointe Asset Management
Nevada
$1.44M +$1.43M +38,967 New
BA
273
Ballew Advisors
Mississippi
$1.42M -$1.26M -34,303 -47%
1832 Asset Management
274
1832 Asset Management
Ontario, Canada
$1.4M -$175K -4,774 -11%
NCM
275
Noesis Capital Mangement
Florida
$1.39M +$184K +5,020 +15%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.