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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
NEPWA
276
New England Private Wealth Advisors
Massachusetts
$1.38M +$383K +10,014 +39%
NEAM
277
New England Asset Management
Connecticut
$1.38M +$535K +14,000 +65%
SBH
278
Segall Bryant & Hamill
Illinois
$1.34M +$320K +8,376 +32%
IH
279
IFC Holdings
Florida
$1.34M +$363K +9,493 +38%
FWM
280
FFT Wealth Management
Pennsylvania
$1.32M -$4.32M -112,903 -77%
PAS
281
Partnervest Advisory Services
California
$1.29M -$908K -23,740 -42%
KWM
282
Kingsview Wealth Management
Oregon
$1.27M +$1.26M +32,910 New
LIA
283
LBMC Investment Advisors
Tennessee
$1.27M +$150K +3,923 +14%
WA
284
Winfield Associates
Ohio
$1.24M -$544K -14,222 -31%
BSW
285
Buckingham Strategic Wealth
Missouri
$1.24M -$257K -6,725 -17%
Lido Advisors
286
Lido Advisors
California
$1.22M -$204K -5,326 -15%
SCG
287
Sonata Capital Group
Washington
$1.22M -$23.9K -625 -2%
BKA
288
Brick & Kyle Associates
Pennsylvania
$1.22M -$9.33K -244 -0.8%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$1.21M -$253K -6,623 -17%
BRWA
290
B. Riley Wealth Advisors
Florida
$1.2M -$648K -16,944 -35%
AAA
291
Adams Asset Advisors
Texas
$1.19M -$39K -1,020 -3%
MC
292
Moors & Cabot
Massachusetts
$1.18M -$68.6K -1,794 -6%
Truist Financial
293
Truist Financial
North Carolina
$1.18M -$262K -6,840 -18%
MIAN
294
Mariner Independent Advisor Network
Kansas
$1.17M +$460K +12,029 +66%
FHB
295
First Hawaiian Bank
Hawaii
$1.15M -$150K -3,920 -12%
FA
296
Fagan Associates
New York
$1.15M -$13.7K -359 -1%
WSFS
297
Wilmington Savings Fund Society
Delaware
$1.14M +$7K +183 +0.6%
AW
298
ACG Wealth
Georgia
$1.13M +$531K +13,893 +91%
CCT
299
Country Club Trust
Missouri
$1.12M +$1.11M +28,942 New
ACP
300
Arcus Capital Partners
Georgia
$1.12M +$37.6K +984 +4%

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.