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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
HPC
376
HM Payson & Co
Maine
$710K -$17.1K -440 -2%
WP
377
WealthSource Partners
California
$703K -$124K -3,179 -15%
RSA
378
Robertson Stephens Advisors
California
$682K -$151K -3,874 -18%
LS
379
Lattice Strategies
Pennsylvania
$670K +$34.1K +875 +5%
HA
380
Hays Advisory
Tennessee
$660K -$61.2K -1,572 -9%
BC
381
Brinker Capital
Pennsylvania
$654K +$3.58K +92 +0.6%
BA
382
BKS Advisors
Michigan
$650K +$125K +3,200 +24%
AIM
383
Aspen Investment Management
Michigan
$649K
I
384
IberiaBank
Louisiana
$645K +$44.2K +1,135 +7%
ZB
385
Zions Bancorporation
Utah
$641K -$434K -11,155 -41%
UB
386
UMB Bank
Missouri
$641K -$12.8K -328 -2%
SS
387
Simplicity Solutions
Minnesota
$638K +$226K +5,819 +56%
SCA
388
STALEY CAPITAL ADVISERS
Pennsylvania
$633K
JWA
389
JFS Wealth Advisors
Pennsylvania
$620K -$67.9K -1,745 -10%
SG
390
Somerset Group
Minnesota
$615K
GRP
391
Global Retirement Partners
California
$610K +$335K +8,599 +123%
LNC
392
Lincoln National Corp
Pennsylvania
$608K -$19.9K -512 -3%
FNT
393
First Nebraska Trust
Nebraska
$606K +$109K +2,800 +22%
SCA
394
Sage Capital Advisors
South Dakota
$603K +$599K +15,388 New
RG
395
Rathbones Group
United Kingdom
$594K
FWSM
396
First Wilshire Securities Management
California
$591K
HCA
397
Harbour Capital Advisors
Virginia
$590K -$12.6K -325 -2%
CWM
398
Concert Wealth Management
California
$588K -$303K -7,789 -34%
AIA
399
Allegis Investment Advisors
Idaho
$588K +$585K +15,023 New
CB
400
Chemical Bank
Michigan
$584K +$87.6K +2,252 +18%

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.