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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
M&T Bank
326
M&T Bank
New York
$1.14M -$246K -6,610 -18%
SSW
327
Smith Shellnut Wilson
Mississippi
$1.13M -$62.1K -1,670 -5%
SBWM
328
Sunflower Bank Wealth Management
Arizona
$1.12M +$300K +8,065 +37%
Wolverine Trading
329
Wolverine Trading
Illinois
$1.12M +$1.11M +29,852 New
Northern Trust
330
Northern Trust
Illinois
$1.1M -$501K -13,475 -31%
EDRH
331
Edmond de Rothschild Holding
Switzerland
$1.1M +$96.7K +2,598 +10%
SS
332
Simplicity Solutions
Minnesota
$1.09M -$702K -18,856 -39%
VA
333
Valmark Advisers
Ohio
$1.09M +$23.6K +635 +2%
ACA
334
Aptus Capital Advisors
Alabama
$1.09M -$139K -3,747 -11%
BOTW
335
Bank of the West
California
$1.08M -$46.1K -1,239 -4%
Verition Fund Management
336
Verition Fund Management
Connecticut
$1.07M +$1.06M +28,598 New
Sumitomo Mitsui Trust Group
337
Sumitomo Mitsui Trust Group
Japan
$1.07M +$847K +22,753 +402%
RT
338
Rockland Trust
Massachusetts
$1.04M -$802K -21,564 -44%
OIM
339
Opus Investment Management
Massachusetts
$1.03M +$1.03M +27,558 New
CCG
340
Cypress Capital Group
Florida
$1.03M -$158K -4,250 -13%
PA
341
Perennial Advisors
New York
$1.03M +$3.76K +101 +0.4%
ZCA
342
Zeke Capital Advisors
Pennsylvania
$1.02M
CHC
343
City Holding Co
West Virginia
$1.01M
CAM
344
Carret Asset Management
New York
$993K -$595 -16 -0.1%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$988K +$63K +1,693 +7%
ST
346
Sageworth Trust
Pennsylvania
$987K -$17.6M -472,529 -95%
GWM
347
Greenwich Wealth Management
Connecticut
$975K +$33.6K +904 +4%
BC
348
Burney Company
Virginia
$973K +$290K +7,804 +43%
BFM
349
Boothbay Fund Management
New York
$972K +$57.3K +1,539 +6%
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$955K +$157K +4,232 +20%

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.