iShares Preferred and Income Securities ETF
692 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 41 → 45 (+4)
8% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 103
0% more funds holding
Funds holding: 692 → 692 (0)
0.95% less ownership
Funds ownership: 36.35% → 35.4% (-0.95%)
23% less capital invested
Capital invested by funds: $6.27B → $4.85B (-$1.42B)
49% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 330
61% less call options, than puts
Call options by funds: $19M | Put options by funds: $48.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$127M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.6M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$39.8M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$32.5M |
| 5 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$374M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$142M |
| 3 |
Goldman Sachs
New York
|
-$72.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$72.7M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$42.8M |
PFF Hedge Fund Activity: Q4 2018 in Review
692 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2018, worth a combined $4.85B — down 23% from $6.27B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new PFF positions and 103 closed out — a net gain of 8 holders — while 168 added to existing stakes and 330 trimmed.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $127M. The largest seller was JP Morgan Chase, cutting an estimated $374M.
- 692 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $4.85B of iShares Preferred and Income Securities ETF stock for Q4 2018, down 23% quarter-over-quarter.
- 111 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2018 and 103 closed out, a net change of +8 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q4 2018 was Bramshill Investments, an estimated $127M added.
- The largest iShares Preferred and Income Securities ETF seller in Q4 2018 was JP Morgan Chase, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2018.