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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$70.7M
3
UBS Group
UBS Group
Switzerland
+$63.9M
4
BlackRock
BlackRock
New York
+$59.6M
5
Bank of America
Bank of America
North Carolina
+$22.9M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$93.7M
2
PCM
Price Capital Management
Louisiana
-$66.3M
3
JPLA
Joseph P. Lucia & Associates
New York
-$64.1M
4
Barclays
Barclays
United Kingdom
-$27.1M
5
SAS
Sage Advisory Services
Texas
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
451
Good Life Advisors
Pennsylvania
$510K +$299K +8,103 +142%
GSWM
452
Golden State Wealth Management
California
$500K +$958 +26 +0.2%
GIA
453
Granite Investment Advisors
New Hampshire
$497K +$497K +13,500 New
VF
454
Virtu Financial
New York
$494K +$494K +13,409 New
EWA
455
EP Wealth Advisors
California
$492K +$492K +13,356 New
Calamos Advisors
456
Calamos Advisors
Illinois
$489K – – –
DE
457
Day & Ennis
Georgia
$481K +$180K +4,899 +60%
BWP
458
Bernardo Wealth Planning
Pennsylvania
$478K +$1.14K +31 +0.2%
BIA
459
BHK Investment Advisors
Alabama
$478K +$27.5K +745 +6%
CWA
460
Clarus Wealth Advisors
Arizona
$477K +$200K +5,423 +72%
SG
461
Somerset Group
Minnesota
$475K – – –
PP
462
Paloma Partners
Connecticut
$475K +$475K +12,894 New
SWA
463
SFMG Wealth Advisors
Texas
$474K +$75 +2 +0%
HWA
464
Heritage Wealth Advisors
Virginia
$464K +$199K +5,400 +75%
GRP
465
Global Retirement Partners
California
$464K +$243K +6,607 +110%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$463K -$26.6K -720 -5%
EWM
467
Endurance Wealth Management
Rhode Island
$451K +$3.69K +100 +0.8%
CBFP
468
Cedar Brook Financial Partners
Ohio
$446K +$446K +12,110 New
ACP
469
Ashfield Capital Partners
California
$445K -$416K -11,371 Closed
AIP
470
Almanack Investment Partners
Pennsylvania
$444K +$207K +5,620 +88%
KFC
471
Klingenstein Fields & Co
New York
$440K – – –
CSIC
472
Clifford Swan Investment Counsel
California
$439K – – –
FWSM
473
First Wilshire Securities Management
California
$436K -$11K -300 -2%
BIAS
474
Beacon Investment Advisory Services
New Jersey
$428K -$1.4K -38 -0.3%
ST
475
Somerset Trust
Pennsylvania
$427K +$3.98K +108 +0.9%
17 18
19
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