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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$395M
2
Ameriprise
Ameriprise
Minnesota
+$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34M
4
UCFA
United Capital Financial Advisors
Texas
+$28.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$145M
2
Goldman Sachs
Goldman Sachs
New York
-$127M
3
Creative Planning
Creative Planning
Kansas
-$78.9M
4
Jane Street
Jane Street
New York
-$21.3M
5
HNB
Huntington National Bank
Ohio
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
401
Bank Hapoalim BM
Israel
$591K -$592K – –
SFG
402
StrategIQ Financial Group
Indiana
$587K +$175K +4,725 +43%
SFM
403
Signet Financial Management
New Jersey
$579K -$47.4K -1,276 -8%
RT
404
Rockland Trust
Massachusetts
$578K -$671K -18,087 -54%
RVPG
405
Relative Value Partners Group
$575K – – –
FNBT
406
FineMark National Bank & Trust
Florida
$573K -$302K -8,145 -35%
ADBIC
407
A.D. Beadell Investment Counsel
Wisconsin
$565K -$55.7K -1,500 -9%
SCA
408
Sage Capital Advisors
South Dakota
$561K +$33.5K +901 +6%
WCWM
409
Wooster Corthell Wealth Management
Connecticut
$557K – – –
WSTAM
410
Wilbanks Smith & Thomas Asset Management
Virginia
$556K +$556K +14,987 New
TWA
411
TCI Wealth Advisors
Arizona
$550K -$3.79K -102 -0.7%
SG
412
Somerset Group
Minnesota
$546K – – –
CANC
413
Culbertson A N & Co
Virginia
$538K +$205K +5,511 +61%
KA
414
Kovack Advisors
Florida
$535K +$255K +6,869 +91%
CLOS
415
Compagnie Lombard Odier SCmA
Switzerland
$533K – – –
CPO
416
Cerity Partners OCIO
New York
$531K +$66.3K +1,786 +14%
AF
417
Affiance Financial
Minnesota
$529K -$121K -3,268 -19%
CTA
418
Chesley Taft & Associates
Illinois
$524K -$74.3K -2,000 -12%
DCM
419
Delta Capital Management
New Jersey
$520K – – –
GBBWRPM
420
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$518K +$508K +13,700 +5,290%
DC
421
Davenport & Co
Virginia
$514K -$71.5K -1,925 -12%
KWA
422
KCS Wealth Advisory
California
$513K +$135K +3,643 +36%
WLIM
423
White Lighthouse Investment Management
Massachusetts
$512K +$63.1K +1,700 +14%
KWMG
424
King Wealth Management Group
Florida
$510K +$18.3K +495 +4%
LWAC
425
Laurel Wealth Advisors (California)
California
$504K -$6.26K -169 -1%
15 16
17
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