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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
451
Institutional & Family Asset Management
Colorado
$398K -$15.6K -400 -4%
NA
452
NewEdge Advisors
Louisiana
$398K +$396K +10,185 New
NSIM
453
North Star Investment Management
Illinois
$394K +$1.01K +26 +0.3%
ICA
454
Infrastructure Capital Advisors
New York
$392K -$584 -15 -0.1%
LFG
455
LifePlan Financial Group
Ohio
$389K +$9.88K +254 +3%
NFP
456
Narus Financial Partners
Utah
$387K -$389 -10 -0.1%
KC
457
Kingfisher Capital
North Carolina
$383K -$15K -386 -4%
PMFA
458
Plante Moran Financial Advisors
Michigan
$380K -$49K -1,260 -11%
MLM
459
Mount Lucas Management
Pennsylvania
$377K +$15K +386 +4%
Neuberger Berman Group
460
Neuberger Berman Group
New York
$375K -$7.78K -200 -2%
CA
461
Clearstead Advisors
Ohio
$373K +$39.3K +1,009 +12%
VFPI
462
Vantage Financial Partners (Illinois)
Illinois
$372K
EGA
463
E&G Advisors
Texas
$353K
CAAS
464
Capital Asset Advisory Services
Michigan
$349K +$12.5K +320 +4%
WAM
465
Wealthspire Advisors (Maryland)
Maryland
$345K +$22.1K +567 +7%
AIP
466
Ameritas Investment Partners
Nebraska
$343K +$40.9K +1,052 +14%
MWAC
467
Mariner Wealth Advisors (Cincinnati)
Ohio
$342K -$92K -2,363 -21%
CL
468
Choreo LLC
Illinois
$342K -$47.6K -1,224 -12%
AA
469
Ancora Advisors
Ohio
$341K -$11.7K -300 -3%
FWCM
470
Ferguson Wellman Capital Management
Oregon
$339K -$11.7K -300 -3%
BC
471
Burney Company
Virginia
$333K +$50K +1,285 +18%
ATC
472
Argent Trust Co
Tennessee
$332K +$330K +8,486 New
PWAG
473
Polaris Wealth Advisory Group
California
$331K
FA
474
FCG Advisors
New Jersey
$331K +$1.01K +26 +0.3%
EAM
475
Evanson Asset Management
California
$327K -$127K -3,273 -28%

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.