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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
351
Pinnacle Wealth Management Advisory Group
New Jersey
$855K +$343K +8,825 +68%
I2I
352
Insight 2811 Inc
Illinois
$851K -$114K -2,937 -12%
GEA
353
Glen Eagle Advisors
New Jersey
$838K +$87K +2,235 +12%
BMM
354
Buffington Mohr McNeal
Idaho
$830K +$81.7K +2,100 +11%
GI
355
Glovista Investments
New Jersey
$812K -$1.95K -50 -0.2%
LWM
356
Lyons Wealth Management
Florida
$795K +$256K +6,579 +48%
TC
357
Telemus Capital
Michigan
$791K +$7.78K +200 +1%
NCM
358
Noesis Capital Mangement
Florida
$789K -$6.46K -166 -0.8%
PMG
359
ProVise Management Group
Florida
$779K -$49.8K -1,280 -6%
MHS
360
M Holdings Securities
Oregon
$779K -$27.7K -711 -3%
MWM
361
Merriman Wealth Management
Washington
$770K +$59K +1,515 +8%
ISL
362
Ingalls & Snyder LLC
New York
$765K -$48.5K -1,245 -6%
PNC
363
Park National Corp
Ohio
$762K -$21.8K -561 -3%
CIBC World Market
364
CIBC World Market
Ontario, Canada
$760K -$11.4K -294 -1%
SMC
365
Smith, Moore & Co
Missouri
$758K +$134K +3,431 +22%
VAM
366
Verity Asset Management
North Carolina
$750K -$341K -8,753 -31%
EFS
367
Essex Financial Services
Connecticut
$741K -$302K -7,754 -29%
SFA
368
Sequoia Financial Advisors
Ohio
$737K +$61.3K +1,576 +9%
IFA
369
Interactive Financial Advisors
Illinois
$737K +$151K +3,878 +26%
AWM
370
AE Wealth Management
Kansas
$736K -$31.4K -808 -4%
SFG
371
SNS Financial Group
Minnesota
$730K +$502K +12,909 +225%
TI
372
Truepoint Inc
Ohio
$722K +$9.11K +234 +1%
CAM
373
Carret Asset Management
New York
$719K +$99.2K +2,549 +16%
VC
374
Vicus Capital
Pennsylvania
$717K -$50.2K -1,289 -7%
Mirae Asset Global Investments
375
Mirae Asset Global Investments
South Korea
$717K +$103K +2,637 +17%

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.