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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

482 hedge funds and large institutions have $4.5B invested in iShares Preferred and Income Securities ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 217 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
482
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
13%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
1.16%
New
32
Increased
217
Reduced
153
Closed
31
Calls
–
Puts
$23.9M
Net Calls
-$23.9M
Net Calls Change
-$6.03M

Top Buyers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$28.3M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$22.7M
3
HI
3
Horizon Investments
North Carolina
$21.8M
4
Wells Fargo
4
Wells Fargo
California
$317M
5
Creative Planning
5
Creative Planning
Kansas
$214M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$2.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$16.7M
3
MSWM
3
Mader & Shannon Wealth Management
Missouri
$0
4
BCM
4
Brookstone Capital Management
Illinois
$3.19M
5
FAAM
5
First Allied Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
326
Capstone Financial Advisors
Illinois
$499K 12,733 +1,050 +9%
AF
327
Affiance Financial
Minnesota
$493K 12,578 +1,180 +10%
BOTW
328
Bank of the West
California
$480K 12,243 -750 -6%
JPTCCM
329
J.P. Turner & Co Capital Management
Georgia
$479K 12,078 +1,356 +13%
SA
330
Strategic Advisors
New York
$473K 12,070 -196 -2%
VA
331
Valmark Advisers
Ohio
$473K 12,083 -9 -0.1%
WCM
332
Weatherstone Capital Management
Colorado
$471K 12,021 +6,086 +103%
SS
333
Sunbelt Securities
Texas
$468K 11,938 +561 +5%
EB
334
Eastern Bank
Massachusetts
$466K 11,907 -2,340 -16%
TFA
335
Transamerica Financial Advisors
Florida
$462K 11,793 -142 -1%
3AM
336
3D Asset Management
Connecticut
$459K 11,712 +596 +5%
RT
337
Rockland Trust
Massachusetts
$455K 11,612 +106 +0.9%
RJT
338
Raymond James Trust
Florida
$432K 11,030 +404 +4%
IWC
339
Integrated Wealth Counsel
California
$427K 10,895 +1,027 +10%
LA
340
LVW Advisors
New York
$426K 10,881 – –
AWA
341
Arete Wealth Advisors
Illinois
$421K 10,753 +207 +2%
IWM
342
Integrated Wealth Management
California
$419K 10,693 +2,999 +39%
AllianceBernstein
343
AllianceBernstein
Tennessee
$418K 10,682 -17,833 -63%
PAMG
344
Patton Albertson Miller Group
Tennessee
$418K 10,660 -500 -4%
HTC
345
Haverford Trust Company
Pennsylvania
$417K 10,650 +2,975 +39%
PHS
346
Pekin Hardy Strauss
Illinois
$415K 10,590 +610 +6%
ACM
347
Alethea Capital Management
Washington
$401K 10,233 – –
WJA
348
Williams Jones & Associates
New York
$392K 10,000 – –
WA
349
Wasatch Advisors
Utah
$392K 10,000 – –
WTC
350
WhitTier Trust Company
Nevada
$383K 9,800 -675 -6%
12 13
14
15 16