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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Wealthstar Advisors
Texas
$1.38M -$31.5K -846 -2%
CTC
302
Central Trust Company
Missouri
$1.35M +$136K +3,650 +11%
JCM
303
Jacobsen Capital Management
Utah
$1.34M +$1.75K +47 +0.1%
FFS
304
Founders Financial Securities
Maryland
$1.34M +$68.8K +1,849 +5%
BST
305
Bath Savings Trust
Maine
$1.33M +$132K +3,540 +11%
RFN
306
RDA Financial Network
Iowa
$1.31M +$272K +7,315 +26%
WAM
307
Weatherly Asset Management
California
$1.3M -$75.4K -2,026 -6%
TA
308
TCG Advisors
Texas
$1.29M +$560K +15,055 +77%
Prudential Financial
309
Prudential Financial
New Jersey
$1.28M +$41.2K +1,106 +3%
MC
310
Mathes Company
New York
$1.26M +$112K +3,000 +10%
KFP
311
KMG Fiduciary Partners
Ohio
$1.25M +$166K +4,474 +15%
PCM
312
Parsons Capital Management
Rhode Island
$1.25M -$3.72K -100 -0.3%
NSIM
313
North Star Investment Management
Illinois
$1.25M +$49.2K +1,323 +4%
NG
314
Northstar Group
New York
$1.25M -$11.2K -300 -0.9%
SCA
315
Snowden Capital Advisors
New York
$1.23M -$130K -3,498 -10%
FFSOTS
316
Fiduciary Financial Services of The Southwest
Texas
$1.22M -$37.6K -1,011 -3%
RWM
317
Ritholtz Wealth Management
New York
$1.21M +$32.7K +878 +3%
BCA
318
Bay Colony Advisors
Massachusetts
$1.2M -$53.7K -1,444 -4%
SS
319
Sunbelt Securities
Texas
$1.2M +$887K +23,841 +297%
BSA
320
Bull Street Advisors
Georgia
$1.19M +$1.18M +31,789 New
RRWA
321
Rainey & Randall Wealth Advisors
Florida
$1.18M +$2.12K +57 +0.2%
NIC
322
Northwest Investment Counselors
Oregon
$1.17M -$73.7K -1,981 -6%
CCM
323
Crabel Capital Management
California
$1.17M +$280K +7,530 +32%
TCM
324
Telos Capital Management
California
$1.16M +$37.2K +1,001 +3%
AI
325
Atria Investments
North Carolina
$1.16M +$91.8K +2,467 +9%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.