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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
SMFS
301
Squar Milner Financial Services
California
$1.46M +$1.49M +38,859 New
SC
302
Slow Capital
California
$1.45M +$1.46M +37,972 New
FFBTD
303
First Financial Bank - Trust Division
Ohio
$1.44M -$164K -4,283 -10%
VA
304
Valmark Advisers
Ohio
$1.43M +$992K +25,851 +221%
WSFS
305
Wilmington Savings Fund Society
Delaware
$1.41M +$187K +4,873 +15%
BAM
306
Belpointe Asset Management
Nevada
$1.39M -$415K -10,797 -23%
GFPC
307
Global Financial Private Capital
Florida
$1.37M +$22.1K +575 +2%
WPW
308
Waldron Private Wealth
Pennsylvania
$1.35M
FFSOTS
309
Fiduciary Financial Services of The Southwest
Texas
$1.32M -$173K -4,495 -11%
CAL
310
Capital Advisors Ltd
Ohio
$1.31M +$35.4K +921 +3%
CPIA
311
Cornell Pochily Investment Advisors
New York
$1.28M +$1.3M +33,761 New
FAIM
312
Financial Advocates Investment Management
Washington
$1.28M +$1.29M +33,685 New
TWM
313
Titus Wealth Management
California
$1.27M +$1.27M +33,057 New
PWAG
314
Polaris Wealth Advisory Group
California
$1.27M +$953K +24,826 +294%
LWM
315
Lyons Wealth Management
Florida
$1.25M -$33.8K -880 -3%
1832 Asset Management
316
1832 Asset Management
Ontario, Canada
$1.25M +$558K +14,541 +80%
APP
317
Avantax Planning Partners
Iowa
$1.24M -$17.9K -465 -1%
CPIG
318
Chicago Partners Investment Group
Illinois
$1.23M +$1.11M +29,015 +866%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$1.23M +$2.46K +64 +0.2%
CCM
320
Crabel Capital Management
California
$1.21M +$1.22M +31,860 New
AW
321
ACG Wealth
Georgia
$1.21M -$7.33K -191 -0.6%
NA
322
NewEdge Advisors
Louisiana
$1.2M +$1.21M +31,507 New
WAM
323
Wolverine Asset Management
Illinois
$1.2M +$157K +4,084 +15%
CTA
324
Chesley Taft & Associates
Illinois
$1.19M -$1.14M -29,775 -49%
BKA
325
Brick & Kyle Associates
Pennsylvania
$1.18M -$21.1K -550 -2%

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.