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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
PMG
401
ProVise Management Group
Florida
$719K
SEI Investments
402
SEI Investments
Pennsylvania
$716K +$250K +6,520 +53%
GP
403
Girard Partners
Pennsylvania
$711K +$218K +5,689 +44%
KA
404
Kovack Advisors
Florida
$709K -$451K -11,739 -39%
AI
405
Atria Investments
North Carolina
$708K +$79.3K +2,065 +12%
CSIA
406
Charles Schwab Investment Advisory
California
$701K +$152K +3,963 +27%
UB
407
UMB Bank
Missouri
$696K -$32.6K -850 -4%
GEA
408
Glen Eagle Advisors
New Jersey
$695K +$74K +1,927 +12%
WPW
409
Winthrop Partners - WNY
New York
$687K +$702K +18,298 New
WLIM
410
White Lighthouse Investment Management
Massachusetts
$681K +$687K +17,898 New
VCWA
411
Vanguard Capital Wealth Advisors
Colorado
$679K +$685K +17,836 New
SFS
412
Sowell Financial Services
Arkansas
$679K +$171K +4,466 +33%
ISL
413
Ingalls & Snyder LLC
New York
$668K -$76K -1,979 -10%
ACI
414
Alpha Cubed Investments
California
$659K +$34.8K +906 +6%
WP
415
WealthSource Partners
California
$658K -$49K -1,277 -7%
VC
416
Vicus Capital
Pennsylvania
$651K -$33.3K -867 -5%
CCM
417
Canal Capital Management
Virginia
$644K -$211K -5,485 -24%
BC
418
Burney Company
Virginia
$639K +$292K +7,606 +83%
CHA
419
Carmichael Hill & Associates
Maryland
$638K +$643K +16,753 New
BA
420
BKS Advisors
Michigan
$632K -$15.9K -415 -2%
KWA
421
KCS Wealth Advisory
California
$632K +$638K +16,610 New
AIM
422
Aspen Investment Management
Michigan
$630K
KWM
423
Kingsview Wealth Management
Oregon
$622K -$725K -18,873 -54%
TSS
424
Two Sigma Securities
New York
$622K +$627K +16,333 New
CAN
425
Claraphi Advisory Network
United States
$619K +$624K +16,251 New

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.