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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
251
White Pine Capital
Minnesota
$2M -$15.5K -417 -0.8%
BHWA
252
Beacon Harbor Wealth Advisors
Virginia
$2M -$54.7K -1,470 -3%
QIM
253
Quest Investment Management
Oregon
$1.99M -$375K -10,089 -16%
IBOK
254
Independence Bank of Kentucky
Kentucky
$1.98M +$569K +15,300 +41%
NR
255
Newfound Research
Massachusetts
$1.98M +$263K +7,081 +16%
AF
256
Advisornet Financial
Minnesota
$1.94M +$107K +2,875 +6%
MD
257
Money Design
Japan
$1.94M +$9.71K +261 +0.5%
CCMW
258
Cypress Capital Management (Wyoming)
Wyoming
$1.93M -$148K -3,983 -7%
MIAN
259
Mariner Independent Advisor Network
Kansas
$1.92M +$45.1K +1,212 +2%
Macquarie Group
260
Macquarie Group
Australia
$1.9M -$277K -7,446 -13%
HW
261
Hancock Whitney
Mississippi
$1.89M +$324K +8,721 +21%
FAM
262
Flaharty Asset Management
Florida
$1.89M +$3.31K +89 +0.2%
FNBOSM
263
First National Bank of South Miami
Florida
$1.87M -$36K -968 -2%
JFGIW
264
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.87M -$12.9K -346 -0.7%
HCIA
265
Hochman Cole Investment Advisors
Illinois
$1.87M +$1.86M +49,860 New
OC
266
Oppenheimer & Co
New York
$1.87M +$160K +4,290 +9%
TIA
267
Traphagen Investment Advisors
New Jersey
$1.86M -$1.23M -32,981 -40%
VAS
268
Valicenti Advisory Services
New York
$1.83M -$127K -3,417 -7%
MAM
269
Marquette Asset Management
Minnesota
$1.81M -$51.9K -1,396 -3%
LIA
270
LBMC Investment Advisors
Tennessee
$1.8M +$1.23K +33 +0.1%
SBH
271
Segall Bryant & Hamill
Illinois
$1.8M +$18.8K +505 +1%
EWM
272
Evercore Wealth Management
New York
$1.79M +$739K +19,850 +71%
FI
273
FormulaFolio Investments
Michigan
$1.75M +$1.74M +46,708 New
WWM
274
Western Wealth Management
Colorado
$1.74M +$728K +19,568 +73%
SFI
275
SPC Financial Inc
Maryland
$1.73M -$1.52M -40,903 -47%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.