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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
FNT
426
First Nebraska Trust
Nebraska
$601K
ZB
427
Zions Bancorporation
Utah
$598K -$26.2K -683 -4%
SG
428
Somerset Group
Minnesota
$598K
LS
429
Lattice Strategies
Pennsylvania
$594K -$8.83K -230 -1%
ZIM
430
Zacks Investment Management
Illinois
$590K +$595K +15,508 New
IBOK
431
Independence Bank of Kentucky
Kentucky
$584K +$589K +15,340 New
FIM
432
Fernwood Investment Management
Massachusetts
$572K +$69K +1,798 +14%
THWM
433
Taylor Hoffman Wealth Management
Virginia
$570K +$575K +14,985 New
SCA
434
Sage Capital Advisors
South Dakota
$566K -$72.2K -1,880 -11%
WCWM
435
Wooster Corthell Wealth Management
Connecticut
$563K +$129K +3,370 +30%
KP
436
Keel Point
Alabama
$561K -$2.25M -58,688 -80%
AIA
437
Allegis Investment Advisors
Idaho
$556K +$18.9K +492 +3%
FFS
438
Founders Financial Securities
Maryland
$551K -$40.7K -1,060 -7%
EWM
439
Evermay Wealth Management
Virginia
$549K +$554K +14,420 New
HCA
440
Harbour Capital Advisors
Virginia
$548K
BAC
441
Boys Arnold & Co
North Carolina
$538K -$10.7K -278 -2%
SSW
442
Smith Shellnut Wilson
Mississippi
$537K -$11.7K -305 -2%
RG
443
Rathbones Group
United Kingdom
$528K
CWM
444
Cornerstone Wealth Management
Missouri
$528K +$6.37K +166 +1%
CFG
445
Citizens Financial Group
Rhode Island
$524K +$235K +6,125 +80%
LWAC
446
Laurel Wealth Advisors (California)
California
$523K -$12.7K -332 -2%
LA
447
LVW Advisors
New York
$523K +$4.88K +127 +0.9%
MWM
448
Meridian Wealth Management
Kentucky
$518K +$1.46K +38 +0.3%
BOS
449
Bank of Stockton
California
$511K +$255K +6,645 +98%
DCM
450
Delta Capital Management
New Jersey
$504K +$19.2K +500 +4%

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.