We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

726 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, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
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
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
451
Good Life Advisors
Pennsylvania
$510K +$297K +8,103 +142%
GSWM
452
Golden State Wealth Management
California
$500K +$953 +26 +0.2%
GIA
453
Granite Investment Advisors
New Hampshire
$497K +$495K +13,500 New
VF
454
Virtu Financial
New York
$494K +$491K +13,409 New
EWA
455
EP Wealth Advisors
California
$492K +$489K +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 +$27.3K +745 +6%
CWA
460
Clarus Wealth Advisors
Arizona
$477K +$199K +5,423 +72%
SG
461
Somerset Group
Minnesota
$475K
PP
462
Paloma Partners
Connecticut
$475K +$472K +12,894 New
SWA
463
SFMG Wealth Advisors
Texas
$474K +$73 +2 +0%
HWA
464
Heritage Wealth Advisors
Virginia
$464K +$198K +5,400 +75%
GRP
465
Global Retirement Partners
California
$464K +$242K +6,607 +110%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$463K -$26.4K -720 -5%
EWM
467
Endurance Wealth Management
Rhode Island
$451K +$3.66K +100 +0.8%
CBFP
468
Cedar Brook Financial Partners
Ohio
$446K +$444K +12,110 New
ACP
469
Ashfield Capital Partners
California
$445K -$417K -11,371 Closed
AIP
470
Almanack Investment Partners
Pennsylvania
$444K +$206K +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 -$1.39K -38 -0.3%
ST
475
Somerset Trust
Pennsylvania
$427K +$3.96K +108 +0.9%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.