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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
276
Greenwich Wealth Management
Connecticut
$1.55M +$6.97K +179 +0.5%
HIM
277
Hutchens Investment Management
New Hampshire
$1.53M -$29.2K -750 -2%
PAS
278
Partnervest Advisory Services
California
$1.51M +$210K +5,393 +16%
HCIA
279
Hochman Cole Investment Advisors
Illinois
$1.5M -$7.71K -198 -0.5%
HW
280
Hancock Whitney
Mississippi
$1.5M +$698K +17,929 +88%
DAS
281
Dynamic Advisor Solutions
Arizona
$1.47M +$35.4K +909 +2%
NL
282
NWAM LLC
Washington
$1.47M +$1.46M +37,641 New
PA
283
Pinnacle Associates
New York
$1.47M +$347K +8,925 +31%
ACP
284
Ashfield Capital Partners
California
$1.45M -$132K -3,386 -8%
CAS
285
Cue Advisory Services
Arizona
$1.44M +$952K +24,450 +198%
BUB
286
BBVA USA Bancshares
Texas
$1.41M -$107K -2,749 -7%
AWA
287
ARS Wealth Advisors
Florida
$1.41M +$555K +14,266 +66%
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$1.4M +$5.06K +130 +0.4%
BFG
289
Beacon Financial Group
Texas
$1.39M -$213K -5,482 -13%
CCG
290
Cypress Capital Group
Florida
$1.39M -$36K -925 -3%
WPW
291
Waldron Private Wealth
Pennsylvania
$1.39M -$668K -17,155 -33%
Lido Advisors
292
Lido Advisors
California
$1.38M +$149K +3,822 +12%
BST
293
Bath Savings Trust
Maine
$1.38M +$485K +12,460 +55%
SPIA
294
Steward Partners Investment Advisory
New York
$1.36M +$1.07M +27,541 +378%
WSFS
295
Wilmington Savings Fund Society
Delaware
$1.36M +$204K +5,237 +18%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$1.35M -$151K -3,873 -10%
FWM
297
FFT Wealth Management
Pennsylvania
$1.35M +$18.9K +486 +1%
FIB
298
First Interstate Bank
Montana
$1.29M -$207K -5,320 -14%
APP
299
Avantax Planning Partners
Iowa
$1.28M +$176K +4,530 +16%
LIA
300
LBMC Investment Advisors
Tennessee
$1.27M -$16.8K -431 -1%

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.