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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$395M
2
Ameriprise
Ameriprise
Minnesota
+$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34M
4
UCFA
United Capital Financial Advisors
Texas
+$28.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$145M
2
Goldman Sachs
Goldman Sachs
New York
-$127M
3
Creative Planning
Creative Planning
Kansas
-$78.9M
4
Jane Street
Jane Street
New York
-$21.3M
5
HNB
Huntington National Bank
Ohio
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
451
Baltimore Capital Management
Maryland
$403K -$60.7K -1,633 -13%
GTAM
452
Global Trust Asset Management
Florida
$401K – – –
EWF
453
Epstein & White Financial
California
$398K +$29K +794 +8%
LWA
454
Lenox Wealth Advisors
New York
$397K +$196K +5,286 +98%
VC
455
Vicus Capital
Pennsylvania
$392K -$92.6K -2,493 -19%
BFWA
456
Benchmark Financial Wealth Advisors
Florida
$390K +$390K +10,495 New
SS
457
Sunbelt Securities
Texas
$389K -$29.9K -805 -7%
PFC
458
Phocas Financial Corp
California
$389K -$395K – –
CC
459
Chicago Capital
Illinois
$388K +$138K +3,700 +55%
AIP
460
Almanack Investment Partners
Pennsylvania
$378K -$40.4K -1,119 -10%
IHL
461
Investment House LLC
California
$376K -$276K -7,455 -42%
VAM
462
Visionary Asset Management
Texas
$373K +$129K +3,468 +53%
ICA
463
Infrastructure Capital Advisors
New York
$372K – – –
PAM
464
Private Asset Management
California
$371K +$371K +10,000 New
PTCG
465
Pring Turner Capital Group
California
$362K – – –
BAC
466
Boys Arnold & Co
North Carolina
$359K -$5.1K -139 -1%
HW
467
Hancock Whitney
Mississippi
$356K -$456K -12,288 -56%
PNC
468
Park National Corp
Ohio
$354K -$396K -10,689 -53%
TF
469
Tompkins Financial
New York
$353K – – –
PAM
470
Palisade Asset Management
Minnesota
$350K – – –
MWM
471
Meridian Wealth Management
Kentucky
$348K -$113K -3,034 -24%
AA
472
Advisory Alpha
Michigan
$345K +$8.24K +122 +2%
ATC
473
Argent Trust Co
Tennessee
$341K -$149K -4,026 -30%
LFG
474
LifePlan Financial Group
Ohio
$340K -$3.72K -100 -1%
BBA
475
BLB&B Advisors
Pennsylvania
$340K +$19.7K +531 +6%
17 18
19
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