PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 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.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
Bramshill Investments
Florida
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M
3
FIA
Foundations Investment Advisors
Arizona
+$40.3M
4
DF
Donoghue Forlines
Massachusetts
+$31.4M
5
CL
Cabana LLC
Arkansas
+$24.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
2
Creative Planning
Creative Planning
Kansas
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$70.4M
4
Bank of America
Bank of America
North Carolina
-$70.2M
5
WBG
Wharton Business Group
Pennsylvania
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
351
Smith Shellnut Wilson
Mississippi
$797K -$352K -10,276 -31%
AAA
352
Adams Asset Advisors
Texas
$790K – – –
MBT
353
Montecito Bank & Trust
California
$786K +$19.4K +566 +3%
CIAS
354
Capital Investment Advisory Services
North Carolina
$783K -$3.11M -90,877 -80%
CA
355
Crewe Advisors
Utah
$782K +$662K +19,344 +553%
WWM
356
Western Wealth Management
Colorado
$768K +$768K +22,383 New
CSA
357
Cottage Street Advisors
Massachusetts
$767K -$544K -15,879 -41%
OIA
358
Optimum Investment Advisors
Illinois
$766K -$3.42K -100 -0.4%
KS
359
Karpas Strategies
Connecticut
$762K – – –
FPS
360
Fieldpoint Private Securities
Connecticut
$754K -$1.92M -55,986 -72%
RG
361
Rathbones Group
United Kingdom
$735K – – –
ACM
362
AlphaStar Capital Management
North Carolina
$732K -$104K -3,035 -12%
Allianz Asset Management
363
Allianz Asset Management
Germany
$725K -$386K -11,277 -35%
GP
364
Girard Partners
Pennsylvania
$725K -$39.9K -1,166 -5%
WSFS
365
Wilmington Savings Fund Society
Delaware
$719K -$453K -13,215 -39%
Mariner
366
Mariner
Kansas
$714K -$158K -4,602 -18%
ECM
367
Elgethun Capital Management
South Dakota
$708K -$395K -11,453 -36%
VCWA
368
Vanguard Capital Wealth Advisors
Colorado
$698K -$415K -12,135 -37%
FFS
369
Founders Financial Securities
Maryland
$694K +$14.2K +416 +2%
IFA
370
Interactive Financial Advisors
Illinois
$687K -$122K -3,568 -15%
CFG
371
Citizens Financial Group
Rhode Island
$683K – – –
Lido Advisors
372
Lido Advisors
California
$678K -$99.8K -2,919 -13%
CSIC
373
Clifford Swan Investment Counsel
California
$678K +$4.45K +130 +0.7%
CHA
374
Carmichael Hill & Associates
Maryland
$674K -$2.98K -87 -0.4%
RVPG
375
Relative Value Partners Group
$672K +$142K +4,145 +27%
13 14
15
16 17