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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
426
Evanson Asset Management
California
$449K +$144K +3,777 +48%
GLA
427
Good Life Advisors
Pennsylvania
$446K +$130K +3,401 +42%
IHL
428
Investment House LLC
California
$436K -$24.7K -645 -5%
MWAC
429
Mariner Wealth Advisors (Cincinnati)
Ohio
$430K -$29.6K -773 -7%
SNBOSCI
430
Security National Bank of Sioux City Iowa
Iowa
$430K +$25.8K +675 +6%
SAMC
431
Spectrum Asset Management (Connecticut)
Connecticut
$426K -$17.6M -461,300 -98%
UF
432
Univest Financial
Pennsylvania
$426K -$46.3K -1,210 -10%
ADBIC
433
A.D. Beadell Investment Counsel
Wisconsin
$426K
SSW
434
Smith Shellnut Wilson
Mississippi
$426K +$30.1K +786 +8%
WCWM
435
Wooster Corthell Wealth Management
Connecticut
$425K +$420K +10,993 New
PMFA
436
Plante Moran Financial Advisors
Michigan
$424K +$46.3K +1,211 +12%
BWP
437
Baldwin Wealth Partners
Massachusetts
$418K -$57.4K -1,500 -12%
PAG
438
Pinnacle Advisory Group
Maryland
$414K -$69.6K -1,821 -15%
LAM
439
Lebenthal Asset Management
New York
$414K +$409K +10,700 New
IFAM
440
Institutional & Family Asset Management
Colorado
$408K -$24.8K -648 -6%
SS
441
Simplicity Solutions
Minnesota
$405K +$41.6K +1,087 +12%
BIAS
442
Beacon Investment Advisory Services
New Jersey
$401K +$189K +4,943 +91%
SA
443
Strategic Advisors
New York
$400K -$24.9K -650 -6%
CSIA
444
Charles Schwab Investment Advisory
California
$396K +$106K +2,768 +37%
CWM
445
Cornerstone Wealth Management
Missouri
$395K -$15.3K -401 -4%
KC
446
Kingfisher Capital
North Carolina
$393K -$1.7M -44,544 -81%
CWM
447
Catamount Wealth Management
Connecticut
$391K -$256K -6,700 -40%
NSIM
448
North Star Investment Management
Illinois
$388K -$37.4K -979 -9%
ICA
449
Infrastructure Capital Advisors
New York
$388K +$574 +15 +0.2%
CL
450
Choreo LLC
Illinois
$386K -$56.1K -1,468 -13%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.