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iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Perennial Advisors
New York
$1.01M -$191K -5,216 -16%
ZCA
327
Zeke Capital Advisors
Pennsylvania
$1.01M +$1M +27,322 New
CHC
328
City Holding Co
West Virginia
$989K +$12.8K +350 +1%
WWM
329
Western Wealth Management
Colorado
$989K +$133K +3,636 +16%
EDRH
330
Edmond de Rothschild Holding
Switzerland
$983K -$573K -15,629 -37%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$983K +$78.8K +2,150 +9%
AC
332
Alexandria Capital
Virginia
$981K -$58.8K -1,604 -6%
SBIA
333
Sheaff Brock Investment Advisors
Indiana
$978K -$29.3K -799 -3%
CAM
334
Carret Asset Management
New York
$976K +$9.67K +264 +1%
Lido Advisors
335
Lido Advisors
California
$976K +$170K +4,642 +21%
SCG
336
Sonata Capital Group
Washington
$971K +$20K +545 +2%
FFBTD
337
First Financial Bank - Trust Division
Ohio
$936K -$4.32K -118 -0.5%
GWM
338
Greenwich Wealth Management
Connecticut
$924K +$56.4K +1,540 +7%
I
339
IberiaBank
Louisiana
$916K -$359K -9,786 -28%
MC
340
Moors & Cabot
Massachusetts
$910K -$2.86K -78 -0.3%
SMC
341
Smith, Moore & Co
Missouri
$910K +$93.3K +2,545 +11%
NEPWA
342
New England Private Wealth Advisors
Massachusetts
$907K -$25.2K -688 -3%
AIC
343
Ameritas Investment Company
Nebraska
$906K +$384K +10,493 +74%
IFA
344
Interactive Financial Advisors
Illinois
$901K -$30K -819 -3%
BFM
345
Boothbay Fund Management
New York
$897K +$892K +24,350 New
ECG
346
Edge Capital Group
Georgia
$890K
GPA
347
Guidance Point Advisors
Massachusetts
$885K +$103K +2,819 +13%
FB
348
Fulton Bank
Pennsylvania
$884K
SIS
349
Sound Income Strategies
Florida
$874K +$322K +8,799 +59%
CCM
350
Crabel Capital Management
California
$868K +$863K +23,550 New

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.