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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
351
CIBC World Market
Ontario, Canada
$1M -$960 -25 -0.1%
FB
352
Fulton Bank
Pennsylvania
$992K
AF
353
Advisornet Financial
Minnesota
$992K +$1M +26,060 New
BMM
354
Buffington Mohr McNeal
Idaho
$990K +$83.7K +2,179 +9%
Wolverine Trading
355
Wolverine Trading
Illinois
$985K +$741K +19,294 +294%
BFG
356
Beacon Financial Group
Texas
$983K -$260K -6,774 -21%
BJL
357
Brighton Jones LLC
Washington
$983K +$129K +3,356 +15%
CHC
358
City Holding Co
West Virginia
$975K +$19.2K +500 +2%
ATC
359
Argent Trust Co
Tennessee
$973K +$32.5K +847 +3%
ECM
360
Elgethun Capital Management
South Dakota
$967K +$250K +6,500 +34%
NFG
361
Next Financial Group
Texas
$962K -$542K -14,109 -36%
BTIS
362
BB&T Investment Services
North Carolina
$959K +$71.8K +1,871 +8%
DC
363
Davenport & Co
Virginia
$947K +$26.1K +681 +3%
HW
364
Hancock Whitney
Mississippi
$944K -$677K -17,642 -42%
KS
365
Karpas Strategies
Connecticut
$937K
TCM
366
Telos Capital Management
California
$928K +$49.5K +1,289 +6%
ACP
367
Aviance Capital Partners
Florida
$928K +$51K +1,329 +6%
JG
368
Jefferies Group
New York
$927K +$477K +12,431 +104%
AAA
369
Adams Asset Advisors
Texas
$926K
AIP
370
Ameritas Investment Partners
Nebraska
$923K +$80.7K +2,103 +21%
OIA
371
Optimum Investment Advisors
Illinois
$909K
SWP
372
Strategic Wealth Partners
Ohio
$908K +$910K +23,712 New
State of Tennessee, Department of Treasury
373
State of Tennessee, Department of Treasury
Tennessee
$902K +$910K +23,700 New
CA
374
Cynosure Advisors
Utah
$900K +$907K +23,637 New
WPP
375
Whalerock Point Partners
Rhode Island
$889K

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.