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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 %
CL
426
Choreo LLC
Illinois
$501K -$151K -4,053 -23%
SNBOSCI
427
Security National Bank of Sioux City Iowa
Iowa
$496K -$966 -26 -0.2%
SIS
428
Sound Income Strategies
Florida
$493K +$96.4K +2,595 +24%
Calamos Advisors
429
Calamos Advisors
Illinois
$493K +$493K +13,275 New
EAMA
430
EFG Asset Management (Americas)
Florida
$487K +$72.9K +1,961 +18%
BIA
431
BHK Investment Advisors
Alabama
$480K +$25.4K +684 +6%
EWM
432
Endurance Wealth Management
Rhode Island
$479K – – –
SWA
433
SFMG Wealth Advisors
Texas
$467K +$72 +2 +0%
JG
434
Jefferies Group
New York
$464K -$66.9K -1,800 -13%
FWSM
435
First Wilshire Securities Management
California
$451K – – –
EWM
436
Evermay Wealth Management
Virginia
$442K -$37.1K -1,000 -8%
NWM
437
Northwest Wealth Management
Iowa
$438K -$27.8K -749 -6%
SXL
438
Summit X LLC
Missouri
$437K +$55.2K +1,471 +14%
SEM
439
Suncoast Equity Management
Florida
$434K – – –
Sumitomo Mitsui Trust Group
440
Sumitomo Mitsui Trust Group
Japan
$433K +$74.2K +2,000 +21%
MHS
441
M Holdings Securities
Oregon
$431K +$54.2K +1,460 +14%
AFNAS
442
American Financial Network Advisory Services
California
$430K +$429K +11,562 +39,869%
FWM
443
Frontier Wealth Management
Missouri
$424K +$6.27K +169 +2%
NSB
444
Norway Savings Bank
Maine
$423K +$41.2K +1,110 +11%
Truist Financial
445
Truist Financial
North Carolina
$421K -$15.2K -408 -3%
IFWM
446
Institute for Wealth Management
Colorado
$418K +$418K +11,097 New
TC
447
Telemus Capital
Michigan
$413K +$8.68K +234 +2%
UF
448
Univest Financial
Pennsylvania
$409K – – –
RWP
449
RWA Wealth Partners
Massachusetts
$409K +$2.41K +65 +0.6%
IWC
450
Integrated Wealth Concepts
Massachusetts
$405K -$79.2K -2,159 -16%
16 17
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