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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 %
AWM
376
Affinity Wealth Management
Delaware
$670K +$670K +19,577 New
SCM
377
Stonehearth Capital Management
Massachusetts
$665K +$665K +19,438 New
FAIM
378
Financial Advocates Investment Management
Washington
$664K -$239K -6,989 -26%
SWM
379
Sanctuary Wealth Management
Idaho
$661K – – –
TWM
380
TLW Wealth Management
Florida
$661K +$661K +19,317 New
JWA
381
JFS Wealth Advisors
Pennsylvania
$658K +$1.4K +41 +0.2%
PPA
382
Parametric Portfolio Associates
Washington
$656K +$656K +19,172 New
GEA
383
Glen Eagle Advisors
New Jersey
$648K -$55K -1,608 -8%
CCT
384
Capital City Trust
Florida
$640K -$160K -4,673 -20%
AWA
385
Arete Wealth Advisors
Illinois
$636K -$1.09M -31,808 -63%
GFP
386
Gryphon Financial Partners
Ohio
$636K +$636K +16,771 New
SFS
387
Sowell Financial Services
Arkansas
$632K +$632K +18,462 New
AW
388
ACG Wealth
Georgia
$631K -$33.3K -974 -5%
TAM
389
Tocqueville Asset Management
New York
$626K -$41.2K -1,202 -6%
CT
390
Coastline Trust
Rhode Island
$621K -$1M -29,330 -62%
HFS
391
HL Financial Services
Kentucky
$618K -$152K -4,430 -20%
SFG
392
SNS Financial Group
Minnesota
$618K +$618K +18,067 New
PMG
393
ProVise Management Group
Florida
$612K – – –
AIP
394
Ameritas Investment Partners
Nebraska
$589K -$38.3K -1,120 -6%
EAMA
395
EFG Asset Management (Americas)
Florida
$582K +$133K +3,900 +30%
KFGK
396
Keystone Financial Group (Kentucky)
Kentucky
$581K +$14K +409 +2%
PPP
397
Private Portfolio Partners
New Jersey
$581K +$581K +16,982 New
FIB
398
First Interstate Bank
Montana
$574K -$228K -6,650 -28%
GFS
399
GYL Financial Synergies
Connecticut
$570K +$570K +16,665 New
CPIA
400
Cornell Pochily Investment Advisors
New York
$568K -$96.1K -2,811 -14%
14 15
16
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