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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
Bramshill Investments
Florida
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M
3
FIA
Foundations Investment Advisors
Arizona
+$40.3M
4
DF
Donoghue Forlines
Massachusetts
+$31.4M
5
CL
Cabana LLC
Arkansas
+$24.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
2
Creative Planning
Creative Planning
Kansas
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$70.4M
4
Bank of America
Bank of America
North Carolina
-$70.2M
5
WBG
Wharton Business Group
Pennsylvania
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Altium Wealth Management
New York
$388K -$866K -25,267 -69%
WTC
452
WhitTier Trust Company
Nevada
$385K +$114K +3,335 +42%
ACP
453
Ashfield Capital Partners
California
$381K -$221K -6,450 -37%
TC
454
Telemus Capital
Michigan
$381K – – –
ST
455
Somerset Trust
Pennsylvania
$379K +$193K +5,636 +103%
UF
456
Univest Financial
Pennsylvania
$377K – – –
CWM
457
Concentrum Wealth Management
California
$377K +$377K +10,999 New
HCM
458
Hollencrest Capital Management
California
$377K +$377K +11,004 New
SGAM
459
Steinberg Global Asset Management
Florida
$372K +$79.8K +2,331 +27%
DC
460
Davenport & Co
Virginia
$370K -$104K -3,045 -22%
NWM
461
Northwest Wealth Management
Iowa
$370K -$34.6K -1,010 -9%
CANC
462
Culbertson A N & Co
Virginia
$366K -$130K -3,800 -26%
VAM
463
Visionary Asset Management
Texas
$366K +$21.8K +635 +6%
BFWA
464
Benchmark Financial Wealth Advisors
Florida
$365K +$5.58K +163 +2%
TF
465
TimeScale Financial
Massachusetts
$358K +$358K +10,461 New
WIM
466
Westside Investment Management
California
$358K +$358K +10,455 New
FWM
467
FFT Wealth Management
Pennsylvania
$357K +$107K +3,117 +43%
SS
468
Sunbelt Securities
Texas
$346K -$12.2K -358 -3%
IHL
469
Investment House LLC
California
$344K -$2.81K -82 -0.8%
NSB
470
Norway Savings Bank
Maine
$342K -$47.4K -1,385 -12%
IWC
471
Integrated Wealth Concepts
Massachusetts
$341K -$36.2K -1,059 -10%
ATC
472
Argent Trust Co
Tennessee
$335K +$20.5K +598 +7%
AF
473
Affiance Financial
Minnesota
$333K -$155K -4,522 -32%
OAM
474
Oppenheimer Asset Management
New York
$331K +$92.9K +2,715 +39%
CB
475
Community Bank
New York
$328K +$30.1K +880 +10%
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