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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
Bramshill Investments
Florida
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M
3
FIA
Foundations Investment Advisors
Arizona
+$40.3M
4
DF
Donoghue Forlines
Massachusetts
+$31.4M
5
CL
Cabana LLC
Arkansas
+$24.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
2
Creative Planning
Creative Planning
Kansas
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$70.4M
4
Bank of America
Bank of America
North Carolina
-$70.2M
5
WBG
Wharton Business Group
Pennsylvania
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBWM
326
Sunflower Bank Wealth Management
Arizona
$911K -$41.4K -1,210 -4%
KWA
327
KCS Wealth Advisory
California
$909K +$437K +12,759 +92%
AWM
328
AE Wealth Management
Kansas
$906K -$1.2M -35,178 -57%
FB
329
Fulton Bank
Pennsylvania
$892K – – –
SCG
330
Sonata Capital Group
Washington
$883K – – –
SMC
331
Smith, Moore & Co
Missouri
$872K -$8.73K -255 -1%
HI
332
Horizon Investments
North Carolina
$867K -$89.8K -2,625 -9%
SFA
333
Sequoia Financial Advisors
Ohio
$865K -$28.6K -836 -3%
OIM
334
Opus Investment Management
Massachusetts
$865K +$249K +7,268 +40%
CAM
335
Cresset Asset Management
Illinois
$861K +$861K +25,148 New
BRWM
336
B. Riley Wealth Management
Tennessee
$858K +$611K +17,856 +248%
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$852K -$1.09M -31,725 -56%
NA
338
Nottingham Advisors
New York
$850K – – –
FWIA
339
Fort Washington Investment Advisors
Ohio
$849K -$30.9K -902 -4%
TA
340
TCG Advisors
Texas
$837K +$837K +24,444 New
ACP
341
Aviance Capital Partners
Florida
$827K -$175K -5,119 -17%
MCM
342
MV Capital Management
Maryland
$816K -$842K -24,598 -51%
CAM
343
Carret Asset Management
New York
$813K -$177K -5,179 -18%
HTC
344
Haverford Trust Company
Pennsylvania
$809K +$39.4K +1,150 +5%
ECG
345
Edge Capital Group
Georgia
$805K +$805K +23,530 New
GWM
346
Greenwich Wealth Management
Connecticut
$804K -$785K -22,910 -49%
LS
347
Lattice Strategies
Pennsylvania
$802K +$201K +5,880 +34%
GPA
348
Guidance Point Advisors
Massachusetts
$802K +$802K +26,630 New
CAM
349
Concorde Asset Management
Michigan
$799K +$184K +5,361 +30%
DIA
350
Dana Investment Advisors
Wisconsin
$799K +$799K +23,345 New
12 13
14
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