We are live on ! Find out more
PFF icon

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
AA
276
Advisory Alpha
Michigan
$1.72M -$2.6M -67,664 -60%
BUB
277
BBVA USA Bancshares
Texas
$1.7M +$80.9K +2,107 +5%
NSIM
278
North Star Investment Management
Illinois
$1.69M +$285K +7,425 +20%
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$1.68M +$1.69M +44,095 New
MC
280
Mathes Company
New York
$1.67M -$57.6K -1,500 -3%
JIC
281
Johnson Investment Counsel
Ohio
$1.66M +$84.7K +2,205 +5%
NWM
282
Northwest Wealth Management
Iowa
$1.66M +$562K +14,648 +51%
NF
283
Nikulski Financial
Iowa
$1.62M +$1.63M +42,463 New
SG
284
StoneX Group
New York
$1.6M -$53.4K -1,391 -3%
MA
285
Mutual Advisors
Nebraska
$1.6M +$1.61M +42,038 New
M&T Bank
286
M&T Bank
New York
$1.59M -$124K -3,226 -7%
AWM
287
AE Wealth Management
Kansas
$1.59M +$458K +11,920 +40%
GIA
288
Granite Investment Advisors
New Hampshire
$1.58M +$1.59M +41,390 New
HIM
289
Hutchens Investment Management
New Hampshire
$1.57M +$192K +5,000 +14%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$1.57M +$2.92K +76 +0.2%
NIC
291
Northwest Investment Counselors
Oregon
$1.56M +$29.2K +760 +2%
AC
292
Alexandria Capital
Virginia
$1.56M -$31.4K -817 -2%
DAS
293
Dynamic Advisor Solutions
Arizona
$1.54M +$78.2K +2,038 +5%
AWA
294
ARS Wealth Advisors
Florida
$1.52M -$162K -4,231 -10%
CS
295
Comerica Securities
Michigan
$1.5M +$117K +3,042 +8%
NEPWA
296
New England Private Wealth Advisors
Massachusetts
$1.5M +$136K +3,544 +10%
CCG
297
Cypress Capital Group
Florida
$1.49M +$73.9K +1,925 +5%
CFMC
298
Curbstone Financial Management Corp
New Hampshire
$1.48M -$1.54M -40,170 -51%
CG
299
Colony Group
Massachusetts
$1.48M -$104K -2,716 -7%
SMC
300
Smith, Moore & Co
Missouri
$1.47M +$384K +10,013 +35%

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.