iShares Preferred and Income Securities ETF
465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.
252% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 25
123% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 99
39% more funds holding in top 10
Funds holding in top 10: 31 → 43 (+12)
14% more funds holding
Funds holding: 409 → 465 (+56)
10% more capital invested
Capital invested by funds: $3.66B → $4.02B (+$361M)
0.56% less ownership
Funds ownership: 34.97% → 34.41% (-0.56%)
96% less call options, than puts
Call options by funds: $461K | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43.2M |
| 2 |
MSWM
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
+$32.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.3M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$22.9M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$75.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$58.4M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$12.6M |
| 4 |
Goldman Sachs
New York
|
-$10.8M |
| 5 |
SC
SouthState Corp
Winter Haven,
Florida
|
-$5.42M |
PFF Hedge Fund Activity: Q4 2014 in Review
465 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2014, worth a combined $4.02B — up 9.8% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new PFF positions and 25 closed out — a net gain of 63 holders — while 221 added to existing stakes and 99 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $43.2M. The largest seller was Bank of America, cutting an estimated $75.3M.
- 465 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2014, up from 409 in Q3 2014.
- Funds reported $4.02B of iShares Preferred and Income Securities ETF stock for Q4 2014, up 9.8% quarter-over-quarter.
- 88 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2014 and 25 closed out, a net change of +63 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q4 2014 was Morgan Stanley, an estimated $43.2M added.
- The largest iShares Preferred and Income Securities ETF seller in Q4 2014 was Bank of America, an estimated $75.3M sold.
Based on aggregated 13F filings for Q4 2014.