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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

409 hedge funds and large institutions have $3.66B invested in iShares Preferred and Income Securities ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
409
Holders Change
+6
Holders Change %
+1.49%
% of All Funds
11.88%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
31
Increased
170
Reduced
145
Closed
23
Calls
$1.27M
Puts
$27.9M
Net Calls
-$26.7M
Net Calls Change
-$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$383M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
WI
3
WBI Investments
New Jersey
$59.8M
4
Bank of America
4
Bank of America
North Carolina
$387M
5
WBG
5
Wharton Business Group
Pennsylvania
$29.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$49.8M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$0
3
TAG
3
Tactical Allocation Group
Michigan
$3.57M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.93M
5
GI
5
Glovista Investments
New Jersey
$570K
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
26
Polaris Wealth Advisory Group
California
$21.4M 541,964 +11,058 +2%
AIA
27
Avalon Investment & Advisory
Texas
$19.9M 504,406 -5,809 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$19.1M 483,705 +13,127 +3%
JIP
29
Jaffetilchin Investment Partners
Florida
$18.6M 471,391 +18,723 +4%
Franklin Resources
30
Franklin Resources
California
$18.6M 469,696 -7,815 -2%
BTS
31
BB&T Securities
Virginia
$18.5M 46,821 -1,479 -3%
B
32
Baird
Wisconsin
$18.4M 465,255 -56,981 -11%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$18.1M 456,912 -16,752 -4%
HNB
34
Huntington National Bank
Ohio
– – – –
MA
35
MUFG Americas
New York
$15.8M 400,565 -10,914 -3%
CS
36
Credit Suisse
Switzerland
$15.4M 389,211 +1,454 +0.4%
FAAM
37
First Allied Asset Management
California
$14.1M 357,123 +22,047 +7%
IAS
38
IMA Advisory Services
Colorado
$13.2M 334,784 +16,089 +5%
SB
39
Suntrust Banks
Georgia
$12.8M 324,787 -36,511 -10%
BFG
40
Beacon Financial Group
Texas
$12.7M 321,497 +8,697 +3%
AssetMark Inc
41
AssetMark Inc
California
$12.3M 312,301 +15,051 +5%
SGAM
42
Steinberg Global Asset Management
Florida
$12.2M 308,285 +85,316 +38%
EWM
43
Edge Wealth Management
New York
$11.9M 301,134 +300,884 +120,354%
PPA
44
Parametric Portfolio Associates
Washington
$11.8M 299,211 +10,047 +3%
Stifel Financial
45
Stifel Financial
Missouri
$11.5M 289,975 -2,806 -1%
CIA
46
Capital Investment Advisors
Georgia
$11.4M 288,023 -6,674 -2%
BMM
47
Berkshire Money Management
Massachusetts
$11.4M 287,354 +179,829 +167%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$11.3M 285,187 +6,044 +2%
GW
49
GW & Wade
Massachusetts
$11.1M 279,827 -4,335 -2%
PWM
50
Patriot Wealth Management
Texas
$10.9M 274,945 +11,779 +4%
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