We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
SFMG Wealth Advisors
Texas
$494K -$28.8K -749 -5%
GLA
452
Good Life Advisors
Pennsylvania
$488K +$28.5K +743 +6%
Fisher Asset Management
453
Fisher Asset Management
Washington
$488K +$142K +3,708 +41%
CPO
454
Cerity Partners OCIO
New York
$486K +$24.8K +647 +5%
AIP
455
Almanack Investment Partners
Pennsylvania
$480K +$17.4K +454 +4%
CAM
456
Concorde Asset Management
Michigan
$478K -$152K -3,960 -24%
OC
457
Oakworth Capital
Alabama
$478K
SNBOSCI
458
Security National Bank of Sioux City Iowa
Iowa
$475K
CB
459
Chemical Bank
Michigan
$465K -$22.1K -576 -4%
AC
460
Abbrea Capital
California
$464K +$23K +600 +5%
FWSM
461
First Wilshire Securities Management
California
$462K -$152K -3,957 -25%
SFI
462
SPC Financial Inc
Maryland
$462K +$64.5K +1,681 +16%
SB
463
Simmons Bank
Arkansas
$460K -$230 -6 -0%
MD
464
Money Design
Japan
$456K +$10.3K +267 +2%
BCM
465
Baltimore Capital Management
Maryland
$454K
OLA
466
Oliver Luxxe Assets
New Jersey
$453K +$5.41K +141 +1%
SS
467
Sunbelt Securities
Texas
$446K +$118K +3,085 +36%
GJIC
468
Gamble Jones Investment Counsel
California
$437K -$6.83K -178 -2%
CBN
469
Cadence Bank NA
Texas
$435K -$67.8K -1,766 -13%
CANC
470
Culbertson A N & Co
Virginia
$428K -$38.4K -1,000 -8%
LFG
471
LifePlan Financial Group
Ohio
$426K
TFS
472
TrustCore Financial Services
Tennessee
$422K +$426K +11,096 New
ADBIC
473
A.D. Beadell Investment Counsel
Wisconsin
$419K
SGCA
474
Steel Grove Capital Advisors
Tennessee
$419K
UF
475
Univest Financial
Pennsylvania
$419K

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.