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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
CAM
401
Concorde Asset Management
Michigan
$583K +$221K +5,672 +61%
FFS
402
Founders Financial Securities
Maryland
$571K +$67.1K +1,724 +13%
AI
403
Atria Investments
North Carolina
$566K -$17.9K -461 -3%
BAC
404
Boys Arnold & Co
North Carolina
$564K +$5.92K +152 +1%
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$562K
1832 Asset Management
406
1832 Asset Management
Ontario, Canada
$562K +$5.49K +141 +1%
LWAC
407
Laurel Wealth Advisors (California)
California
$551K -$11.8K -304 -2%
ECM
408
Elgethun Capital Management
South Dakota
$546K
CFA
409
Camarda Financial Advisors
Florida
$544K -$1.1M -28,204 -67%
MWM
410
Meridian Wealth Management
Kentucky
$543K +$9.3K +239 +2%
SWA
411
SFMG Wealth Advisors
Texas
$537K +$29.2K +751 +6%
LA
412
LVW Advisors
New York
$534K -$58.4K -1,500 -10%
CSIA
413
Charles Schwab Investment Advisory
California
$528K +$127K +3,257 +32%
AWMS
414
Advocacy Wealth Management Services
Georgia
$520K -$12.5K -322 -2%
CPP
415
Crow Point Partners
Massachusetts
$520K +$499K +12,825 +2,617%
FWM
416
Frontier Wealth Management
Missouri
$517K -$1.03M -26,374 -67%
GC
417
Guggenheim Capital
Illinois
$512K +$223K +5,718 +78%
WA
418
WFG Advisors
Texas
$510K -$99.7K -2,561 -16%
PAG
419
Pinnacle Advisory Group
Maryland
$502K +$81.7K +2,100 +20%
GP
420
Girard Partners
Pennsylvania
$493K +$272 +7 +0.1%
JG
421
Jefferies Group
New York
$491K +$196K +5,026 +67%
SNBOSCI
422
Security National Bank of Sioux City Iowa
Iowa
$489K +$53.7K +1,380 +12%
GJIC
423
Gamble Jones Investment Counsel
California
$486K +$109K +2,793 +29%
OC
424
Oakworth Capital
Alabama
$485K -$19.4K -499 -4%
CCT
425
Capital City Trust
Florida
$485K +$18.8K +483 +4%

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.