We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

123% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 99

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

14% more funds holding

Funds holding: 409465 (+56)

10% more capital invested

Capital invested by funds: $3.66B → $4.02B (+$361M)

0.56% less ownership

Funds ownership: 34.97%34.41% (-0.56%)

96% less call options, than puts

Call options by funds: $461K | Put options by funds: $11.3M

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.4%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GGPS
426
Gary Goldberg Planning Services
New York
$49K +$49.4K +1,249 New
PSUF
427
People's United Financial
Connecticut
$42K
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$39K
JIC
429
Joel Isaacson & Co
New York
$39K
LWM
430
LBA Wealth Management
Florida
$39K
SIG
431
Stanford Investment Group
California
$39K +$39.5K +1,000 New
W
432
Wealthfront
California
$37K +$31.4K +794 +509%
TCOV
433
Trust Company of Vermont
Vermont
$35K
IWC
434
Integrated Wealth Counsel
California
$34K
CFA
435
Carroll Financial Associates
North Carolina
$32K -$39.5K -1,000 -56%
VIA
436
Vantage Investment Advisors
Pennsylvania
$32K
FMB
437
Field & Main Bank
Kentucky
$32K +$31.6K +800 New
WEC
438
Winslow Evans & Crocker
Massachusetts
$30.2K
AIM
439
Advantage Investment Management
Iowa
$26K +$25.7K +651 New
AAC
440
Asset Advisors Corp
Georgia
$25K +$24.7K +625 New
RC
441
RegentAtlantic Capital
New Jersey
$24K +$24.1K +609 New
OSNBOA
442
Old Second National Bank of Aurora
Illinois
$24K
SAM
443
Shamrock Asset Management
Texas
$24K
VNA
444
Valley National Advisers
Pennsylvania
$23K +$24.7K +625 New
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
WA
446
WealthTrust-Arizona
Arizona
$21K
PSI
447
Pinnacle Summer Investments
Virginia
$20K
Canada Life
448
Canada Life
Manitoba, Canada
$19K
BRWM
449
B. Riley Wealth Management
Tennessee
$19K +$356 +9 +2%
WF
450
WealthTrust Fairport
Ohio
$15K

PFF Hedge Fund Activity: Q4 2014 in Review

465 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2014, worth a combined $4.02B — up 9.8% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PFF positions and 25 closed out — a net gain of 63 holders — while 221 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.2M. The largest seller was Bank of America, cutting an estimated $75.3M.

  • 465 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2014, up from 409 in Q3 2014.
  • Funds reported $4.02B of iShares Preferred and Income Securities ETF stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 88 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2014 and 25 closed out, a net change of +63 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2014 was Morgan Stanley, an estimated $43.2M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2014 was Bank of America, an estimated $75.3M sold.

Based on aggregated 13F filings for Q4 2014.