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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
Bramshill Investments
Florida
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M
3
FIA
Foundations Investment Advisors
Arizona
+$40.3M
4
DF
Donoghue Forlines
Massachusetts
+$31.4M
5
CL
Cabana LLC
Arkansas
+$24.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
2
Creative Planning
Creative Planning
Kansas
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$70.4M
4
Bank of America
Bank of America
North Carolina
-$70.2M
5
WBG
Wharton Business Group
Pennsylvania
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
426
Kovack Advisors
Florida
$458K -$35.2K -1,027 -7%
TWA
427
TCI Wealth Advisors
Arizona
$457K -$50.2K -1,465 -10%
SNBOSCI
428
Security National Bank of Sioux City Iowa
Iowa
$457K – – –
Calamos Advisors
429
Calamos Advisors
Illinois
$454K – – –
LWA
430
Lenox Wealth Advisors
New York
$453K +$87.1K +2,543 +24%
EWM
431
Endurance Wealth Management
Rhode Island
$451K +$10.3K +300 +2%
SG
432
Somerset Group
Minnesota
$442K -$61.7K -1,800 -12%
I2I
433
Insight 2811 Inc
Illinois
$437K -$187K -5,450 -30%
SIS
434
Sound Income Strategies
Florida
$434K -$19.7K -577 -4%
PA
435
Parallel Advisors
California
$429K +$145K +4,227 +51%
Truist Financial
436
Truist Financial
North Carolina
$428K +$40K +1,169 +10%
KWMG
437
King Wealth Management Group
Florida
$426K -$45.1K -1,318 -10%
FWSM
438
First Wilshire Securities Management
California
$416K – – –
IA
439
IndexIQ Advisors
New York
$414K -$1.58M -46,256 -79%
WLIM
440
White Lighthouse Investment Management
Massachusetts
$409K -$63.4K -1,850 -13%
PFC
441
Phocas Financial Corp
California
$409K -$389K – –
WI
442
Wintrust Investments
Illinois
$403K -$606K -17,700 -60%
MHS
443
M Holdings Securities
Oregon
$403K +$5.74K +168 +1%
WPW
444
Winthrop Partners - WNY
New York
$403K -$446K -13,030 -53%
SEM
445
Suncoast Equity Management
Florida
$400K – – –
MPW
446
MA Private Wealth
California
$397K +$397K +11,597 New
WMA
447
Wealth Management Associates
New Jersey
$396K +$396K +11,572 New
GJCM
448
Grand Jean Capital Management
California
$395K -$582K -17,000 -60%
CPO
449
Cerity Partners OCIO
New York
$390K -$99.2K -2,899 -20%
SIA
450
Starfire Investment Advisers
Michigan
$389K -$389K -11,369 -50%
16 17
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