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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

632 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 70 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+21
Holders Change %
+3.44%
% 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
70
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$410M
2
BlackRock
BlackRock
New York
$230M
3
Bessemer Group
Bessemer Group
New Jersey
$76.2M
4
Creative Planning
Creative Planning
Kansas
$352M
5
AssetMark Inc
AssetMark Inc
California
$58.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$204M
2
ACM
Aviance Capital Management
Florida
$18.1M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$426K
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
UBS Group
UBS Group
Switzerland
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
451
Caprock Group
Idaho
$381K -$96.2K -2,485 -20%
Neuberger Berman Group
452
Neuberger Berman Group
New York
$379K -$7.75K -200 -2%
LFG
453
LifePlan Financial Group
Ohio
$375K -$36.4K -940 -9%
GJIC
454
Gamble Jones Investment Counsel
California
$372K -$20.4K -528 -5%
CL
455
CPWM LLC
Washington
$372K – – –
VFPI
456
Vantage Financial Partners (Illinois)
Illinois
$365K – – –
MLM
457
Mount Lucas Management
Pennsylvania
$358K +$358K +9,248 New
CAM
458
Concorde Asset Management
Michigan
$357K -$6.15K -159 -2%
CP
459
Corbenic Partners
Pennsylvania
$355K -$2.87M -74,258 -89%
Axa
460
Axa
France
$350K – – –
AA
461
Ancora Advisors
Ohio
$349K – – –
EGA
462
E&G Advisors
Texas
$348K – – –
FWCM
463
Ferguson Wellman Capital Management
Oregon
$347K +$58.1K +1,500 +20%
Simplex Trading
464
Simplex Trading
Illinois
$338K +$338K +8,756 New
CAAS
465
Capital Asset Advisory Services
Michigan
$333K -$25.7K -665 -7%
AIP
466
Almanack Investment Partners
Pennsylvania
$331K -$131K -3,378 -28%
CA
467
Clearstead Advisors
Ohio
$329K – – –
IPC
468
Independent Portfolio Consultants
Florida
$327K -$657K -16,987 -67%
PWAG
469
Polaris Wealth Advisory Group
California
$327K -$191K -4,935 -37%
FA
470
FCG Advisors
New Jersey
$326K +$659 +17 +0.2%
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$319K +$73.6K +1,900 +30%
DWM
472
Darwin Wealth Management
Florida
$313K +$32.7K +846 +12%
AMM
473
American Money Management
California
$310K -$3.29K -85 -1%
PWP
474
Private Wealth Partners
California
$310K +$36.5K +942 +13%
WJA
475
Williams Jones & Associates
New York
$310K +$310K +8,000 New
17 18
19
20 21