We are live on ! Find out more
PFF icon

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
SFA
376
Sequoia Financial Advisors
Ohio
$877K -$77.5K -2,019 -8%
SBIA
377
Sheaff Brock Investment Advisors
Indiana
$877K +$4.15K +108 +0.5%
TAM
378
Tocqueville Asset Management
New York
$875K -$118K -3,075 -12%
HTC
379
Haverford Trust Company
Pennsylvania
$856K
Koshinski Asset Management
380
Koshinski Asset Management
Illinois
$847K -$42.8K -1,116 -5%
PA
381
PFG Advisors
Arizona
$842K +$849K +22,104 New
HCM
382
Hollencrest Capital Management
California
$826K -$1M -26,107 -55%
JWA
383
JFS Wealth Advisors
Pennsylvania
$823K -$121K -3,162 -13%
MBT
384
Montecito Bank & Trust
California
$822K -$50.4K -1,314 -6%
SWM
385
Sanctuary Wealth Management
Idaho
$821K +$828K +21,573 New
FPS
386
Fieldpoint Private Securities
Connecticut
$813K -$86.4K -2,250 -10%
IFA
387
Interactive Financial Advisors
Illinois
$811K +$71.9K +1,874 +10%
VF
388
Virtu Financial
New York
$807K -$25.6K -667 -3%
CSIC
389
Clifford Swan Investment Counsel
California
$798K +$6.1K +159 +0.8%
PA
390
Pinnacle Associates
New York
$794K -$375K -9,778 -32%
SWM
391
SeaCrest Wealth Management
New York
$791K +$798K +20,784 New
RPG
392
Risk Paradigm Group
Texas
$785K -$120K -3,132 -13%
Mariner
393
Mariner
Kansas
$780K -$87.6K -2,283 -10%
HIC
394
Holderness Investments Company
North Carolina
$780K -$64.7K -1,684 -8%
PNC
395
Park National Corp
Ohio
$779K +$1.61K +42 +0.2%
VCM
396
Virtue Capital Management
Tennessee
$775K +$782K +20,366 New
BSW
397
Buckingham Strategic Wealth
Missouri
$773K
I
398
IberiaBank
Louisiana
$753K +$126K +3,269 +20%
VAM
399
Verity Asset Management
North Carolina
$733K +$15.7K +409 +2%
TWA
400
TCI Wealth Advisors
Arizona
$720K +$535K +13,925 +279%

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.