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iShares Preferred and Income Securities ETF

633 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 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% 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
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NFP
451
Narus Financial Partners
Utah
$383K -$20K -523 -5%
CG
452
Caprock Group
Idaho
$381K -$95K -2,485 -20%
Neuberger Berman Group
453
Neuberger Berman Group
New York
$379K -$7.65K -200 -2%
LFG
454
LifePlan Financial Group
Ohio
$375K -$35.9K -940 -9%
GJIC
455
Gamble Jones Investment Counsel
California
$372K -$20.2K -528 -5%
CL
456
CPWM LLC
Washington
$372K
VFPI
457
Vantage Financial Partners (Illinois)
Illinois
$365K
MLM
458
Mount Lucas Management
Pennsylvania
$358K +$354K +9,248 New
CAM
459
Concorde Asset Management
Michigan
$357K -$6.08K -159 -2%
CP
460
Corbenic Partners
Pennsylvania
$355K -$2.84M -74,258 -89%
Axa
461
Axa
France
$350K
AA
462
Ancora Advisors
Ohio
$349K
EGA
463
E&G Advisors
Texas
$348K
FWCM
464
Ferguson Wellman Capital Management
Oregon
$347K +$57.4K +1,500 +20%
Simplex Trading
465
Simplex Trading
Illinois
$338K +$335K +8,756 New
CAAS
466
Capital Asset Advisory Services
Michigan
$333K -$25.4K -665 -7%
AIP
467
Almanack Investment Partners
Pennsylvania
$331K -$129K -3,378 -28%
CA
468
Clearstead Advisors
Ohio
$329K
IPC
469
Independent Portfolio Consultants
Florida
$327K -$649K -16,987 -67%
PWAG
470
Polaris Wealth Advisory Group
California
$327K -$189K -4,935 -37%
FA
471
FCG Advisors
New Jersey
$326K +$650 +17 +0.2%
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$319K +$72.6K +1,900 +30%
DWM
473
Darwin Wealth Management
Florida
$313K +$32.3K +846 +12%
AMM
474
American Money Management
California
$310K -$3.25K -85 -1%
PWP
475
Private Wealth Partners
California
$310K +$36K +942 +13%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.