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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

532 hedge funds and large institutions have $5.07B invested in iShares Preferred and Income Securities ETF in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 161 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.2%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
46
Increased
252
Reduced
161
Closed
39
Calls
$2.92M
Puts
$47.1M
Net Calls
-$44.1M
Net Calls Change
+$41.9M

Top Buyers

1
AB
Aozora Bank
Japan
$202M
2
AssetMark Inc
AssetMark Inc
California
$132M
3
BA
BlackRock Advisors
Delaware
$46.1M
4
MSWM
Mader & Shannon Wealth Management
Missouri
$45.2M
5
UBS Group
UBS Group
Switzerland
$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$0
3
LPL Financial
LPL Financial
California
$259M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.3M
5
PWAG
Polaris Wealth Advisory Group
California
$372K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
301
HL Financial Services
Kentucky
$845K +$22.3K +572 +3%
EFS
302
Essex Financial Services
Connecticut
$835K +$8.12K +208 +1%
TFA
303
Transamerica Financial Advisors
Florida
$827K -$2.72M -69,508 -77%
CSIA
304
Charles Schwab Investment Advisory
California
$817K -$126K -3,234 -13%
SHA
305
Smith Hayes Advisers
Nebraska
$817K +$16.9K +432 +2%
WA
306
WFG Advisors
Texas
$807K +$56.3K +1,442 +7%
HTC
307
Haverford Trust Company
Pennsylvania
$803K – – –
CPS
308
Counsel Portfolio Services
Ontario, Canada
$797K +$797K +20,414 New
MLM
309
Mount Lucas Management
Pennsylvania
$797K +$797K +20,414 New
BJL
310
Brighton Jones LLC
Washington
$757K +$31.9K +817 +4%
OIA
311
Optimum Investment Advisors
Illinois
$745K +$164K +4,200 +28%
WSFS
312
Wilmington Savings Fund Society
Delaware
$738K +$68K +1,742 +10%
TCM
313
Telos Capital Management
California
$735K -$4.41K -113 -0.6%
KFA
314
Kelleher Financial Advisors
New York
$729K -$22.2K -570 -3%
IFAM
315
Institutional & Family Asset Management
Colorado
$724K – – –
CG
316
Caprock Group
Idaho
$724K +$452K +11,582 +166%
HPC
317
HM Payson & Co
Maine
$721K -$2.85K -73 -0.4%
KC
318
Kingfisher Capital
North Carolina
$720K -$976 -25 -0.1%
MWAC
319
Mariner Wealth Advisors (Cincinnati)
Ohio
$719K +$199K +5,091 +38%
IH
320
IFC Holdings
Florida
$711K -$2M -51,800 -74%
FNBOO
321
First National Bank of Omaha
Nebraska
$711K -$273K -7,000 -28%
FA
322
FDx Advisors
Illinois
$711K +$75.1K +1,923 +12%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$703K +$10K +257 +1%
CAL
324
Capital Analysts LLC
Pennsylvania
$699K -$157K -4,010 -18%
JWA
325
JFS Wealth Advisors
Pennsylvania
$689K -$10.1K -260 -1%
11 12
13
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