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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Contrarian Capital Management
Connecticut
$817K +$292K +7,841 +56%
HTC
377
Haverford Trust Company
Pennsylvania
$798K
SMFS
378
Squar Milner Financial Services
California
$794K -$449K -12,061 -36%
I
379
IberiaBank
Louisiana
$793K -$138K -3,716 -15%
MOS
380
MGO One Seven
Ohio
$782K +$775K +20,836 New
FPS
381
Fieldpoint Private Securities
Connecticut
$778K +$13K +349 +2%
KA
382
Kovack Advisors
Florida
$777K +$131K +3,532 +21%
CAL
383
Capital Advisors Ltd
Ohio
$773K +$103K +2,760 +19%
EWM
384
Empirical Wealth Management
Washington
$772K +$766K +20,575 New
NA
385
Nottingham Advisors
New York
$765K
TWM
386
Titus Wealth Management
California
$764K +$9.71K +261 +1%
TNBTD
387
Trustmark National Bank Trust Department
Mississippi
$763K -$373K -10,034 -33%
PFC
388
Phocas Financial Corp
California
$760K
FHC
389
First Heartland Consultants
Missouri
$760K +$67.4K +1,811 +10%
AIC
390
Ameritas Investment Company
Nebraska
$757K -$164K -4,418 -18%
CCT
391
Capital City Trust
Florida
$755K +$21.9K +589 +3%
CIAS
392
Capital Investment Advisory Services
North Carolina
$744K -$91.4K -2,456 -11%
TWA
393
TCI Wealth Advisors
Arizona
$744K +$102K +2,730 +16%
OIA
394
Optimum Investment Advisors
Illinois
$743K -$74.4K -2,000 -9%
AIP
395
Ameritas Investment Partners
Nebraska
$742K +$49K +1,318 +7%
FNBT
396
FineMark National Bank & Trust
Florida
$737K +$121K +3,245 +20%
AWM
397
Altium Wealth Management
New York
$734K -$119K -3,198 -14%
RCA
398
Ranch Capital Advisors
Florida
$734K +$727K +19,545 New
CHA
399
Carmichael Hill & Associates
Maryland
$728K +$10.2K +275 +1%
PSUF
400
People's United Financial
Connecticut
$728K +$103K +2,756 +17%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.