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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
AB
301
AT Bancorp
Iowa
$1.11M +$762K +19,927 +229%
PA
302
Pinnacle Associates
New York
$1.11M +$51.4K +1,345 +5%
APP
303
Avantax Planning Partners
Iowa
$1.09M -$134K -3,513 -11%
CAL
304
Capital Advisors Ltd
Ohio
$1.08M +$45.8K +1,198 +4%
VAM
305
Verity Asset Management
North Carolina
$1.08M +$1.07M +27,894 New
FWIA
306
Fort Washington Investment Advisors
Ohio
$1.07M +$55.6K +1,455 +6%
ZB
307
Zions Bancorporation
Utah
$1.07M
IAA
308
Independent Advisor Alliance
North Carolina
$1.06M +$1.05M +27,506 New
RCM
309
Robinson Capital Management
Michigan
$1.06M +$1.04M +27,325 New
CS
310
Comerica Securities
Michigan
$1.04M +$1.02M +26,775 New
EFS
311
Essex Financial Services
Connecticut
$1.03M +$45.3K +1,184 +5%
SBIA
312
Sheaff Brock Investment Advisors
Indiana
$1.02M +$195K +5,089 +24%
CHC
313
City Holding Co
West Virginia
$1.01M +$31.2K +815 +3%
FB
314
Fulton Bank
Pennsylvania
$1.01M -$58.9K -1,540 -6%
MIM
315
Marco Investment Management
Georgia
$1M
GJCM
316
Grand Jean Capital Management
California
$1M +$992K +25,935 New
WPP
317
Whalerock Point Partners
Rhode Island
$990K -$44.6K -1,167 -4%
NGA
318
Naples Global Advisors
Florida
$981K +$105K +2,755 +12%
Koshinski Asset Management
319
Koshinski Asset Management
Illinois
$977K +$51.5K +1,348 +6%
NWP
320
Northstar Wealth Partners
Connecticut
$977K +$968K +25,310 New
RPG
321
Risk Paradigm Group
Texas
$970K +$181K +4,740 +23%
SG Americas Securities
322
SG Americas Securities
New York
$968K +$707K +18,500 +285%
I2I
323
Insight 2811 Inc
Illinois
$955K +$943K +24,670 New
KS
324
Karpas Strategies
Connecticut
$953K
BJL
325
Brighton Jones LLC
Washington
$945K +$411K +10,757 +79%

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.