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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
351
CIBC World Market
Ontario, Canada
$762K -$55.4K -1,450 -7%
VC
352
Vicus Capital
Pennsylvania
$758K -$676K -17,674 -47%
AWM
353
AE Wealth Management
Kansas
$758K +$81.7K +2,137 +12%
CSIC
354
Clifford Swan Investment Counsel
California
$756K -$74.7K -1,954 -9%
RT
355
Rockland Trust
Massachusetts
$744K +$126K +3,298 +21%
BMM
356
Buffington Mohr McNeal
Idaho
$739K +$419K +10,965 +135%
GEA
357
Glen Eagle Advisors
New Jersey
$737K +$64.8K +1,695 +10%
RSA
358
Robertson Stephens Advisors
California
$733K +$814K +21,293 New
HPC
359
HM Payson & Co
Maine
$719K -$35.9K -940 -5%
RVPG
360
Relative Value Partners Group
$715K +$115K +3,000 +19%
HA
361
Hays Advisory
Tennessee
$713K -$8.41K -220 -1%
TI
362
Truepoint Inc
Ohio
$704K +$21.4K +559 +3%
MWM
363
Merriman Wealth Management
Washington
$702K +$693K +18,133 New
SFA
364
Sequoia Financial Advisors
Ohio
$667K -$285K -7,452 -30%
JWA
365
JFS Wealth Advisors
Pennsylvania
$654K
CG
366
Colony Group
Massachusetts
$649K +$312K +8,171 +95%
UB
367
UMB Bank
Missouri
$646K +$638K +16,689 New
BC
368
Brinker Capital
Pennsylvania
$642K -$1.13M -29,569 -64%
PAG
369
Private Advisory Group
Washington
$641K -$1.58M -41,398 -71%
AIM
370
Aspen Investment Management
Michigan
$641K
WI
371
Wintrust Investments
Illinois
$639K +$88.2K +2,308 +16%
LS
372
Lattice Strategies
Pennsylvania
$628K +$385K +10,065 +163%
SCA
373
STALEY CAPITAL ADVISERS
Pennsylvania
$625K
LNC
374
Lincoln National Corp
Pennsylvania
$620K +$157K +4,117 +35%
SMC
375
Smith, Moore & Co
Missouri
$616K +$32.4K +847 +6%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.