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
PAI
451
Pittenger & Anderson Inc
Nebraska
$12K
CPA
452
Cowen Prime Advisors
New York
$12K +$119 +3 +1%
BCM
453
Blume Capital Management
California
$12K +$11.9K +300 New
HI
454
Hudock Inc
Pennsylvania
$11K
CFS
455
Commonwealth Financial Services
West Virginia
$11K +$10.8K +272 New
SC
456
Searle & Co
Connecticut
$11K +$11.5K +292 New
AWM
457
Avior Wealth Management
Nebraska
$10K
RMAM
458
Raab & Moskowitz Asset Management
New Jersey
$10K +$10.5K +266 New
BRWA
459
B. Riley Wealth Advisors
Florida
$9.59K +$777K +19,642 +68%
CI
460
Clal Insurance
Israel
$5K +$4.98K +126 New
PCTC
461
Perkins Coie Trust Company
Washington
$4K
First Manhattan
462
First Manhattan
New York
$3K
LNB
463
Ledyard National Bank
$3K
Manulife (Manufacturers Life Insurance)
464
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.72K +$2M +50,660 +277%
SGC
465
South Georgia Capital
Illinois
$1K
TFA
466
Transamerica Financial Advisors
Florida
$1K
SAMT
467
Select Asset Management & Trust
Pennsylvania
-$4.33M -109,485 Closed
Citadel Advisors
468
Citadel Advisors
Florida
-$839K -21,228 Closed
ACM
469
Alpha Capital Management
Texas
-$517K -13,076 Closed
SG
470
Swarthmore Group
Pennsylvania
-$487K -12,330 Closed
Jane Street
471
Jane Street
New York
-$374K -9,453 Closed
PO
472
Private Ocean
California
-$313K -7,914 Closed
Neuberger Berman Group
473
Neuberger Berman Group
New York
-$261K -6,625 Closed
MCC
474
Mid Continent Capital
Illinois
-$241K -6,100 Closed
GC
475
Guggenheim Capital
Illinois
-$233K -5,889 Closed

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.