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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
451
Sage Rhino Capital
California
$593K +$40.6K +1,090 +7%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$587K
CANC
453
Culbertson A N & Co
Virginia
$587K +$166K +4,450 +40%
N
454
Natixis
France
$587K +$368K +9,878 +171%
VCWA
455
Vanguard Capital Wealth Advisors
Colorado
$581K +$206K +5,549 +56%
SFG
456
StrategIQ Financial Group
Indiana
$580K +$3.42K +92 +0.6%
FWIA
457
Fort Washington Investment Advisors
Ohio
$575K
CWA
458
Clarus Wealth Advisors
Arizona
$574K +$87.4K +2,350 +18%
ADBIC
459
A.D. Beadell Investment Counsel
Wisconsin
$571K
PFA
460
Paradigm Financial Advisors
Missouri
$568K -$32.6K -876 -5%
KWA
461
KCS Wealth Advisory
California
$567K -$15.5K -416 -3%
MFG
462
Magnus Financial Group
New York
$565K +$24.8K +667 +5%
CK
463
Cohen Klingenstein
New York
$563K
CL
464
CPWM LLC
Washington
$561K
RJT
465
Raymond James Trust
Florida
$559K -$653K -17,550 -54%
HIS
466
Harvest Investment Services
Illinois
$550K -$5.36K -144 -1%
MFG
467
MidWestOne Financial Group
Iowa
$548K
SCA
468
Sage Capital Advisors
South Dakota
$541K -$52.2K -1,404 -9%
LWAC
469
Laurel Wealth Advisors (California)
California
$534K +$6.4K +172 +1%
DC
470
Davenport & Co
Virginia
$530K -$27.5K -740 -5%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$57.8K +1,554 +12%
ISL
472
Ingalls & Snyder LLC
New York
$525K -$6.92K -186 -1%
G
473
GenTrust
Florida
$524K
LP
474
LGL Partners
Pennsylvania
$523K -$189K -5,067 -27%
KMWM
475
Keudell/Morrison Wealth Management
Oregon
$522K

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.