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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.41%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$99.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$230M
3
MSWM
3
Mader & Shannon Wealth Management
Missouri
$32.7M
4
Ameriprise
4
Ameriprise
Minnesota
$145M
5
Creative Planning
5
Creative Planning
Kansas
$176M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$311M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$323M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$9M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.6M
5
SC
5
SouthState Corp
Florida
$280K
Name Market Value Shares Shares
Change 		Shares
Change %
PWAG
26
Polaris Wealth Advisory Group
California
$21.7M 550,645 +8,681 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$21.4M 541,542 +57,837 +12%
AIA
28
Avalon Investment & Advisory
Texas
$20.2M 513,375 +8,969 +2%
CS
29
Credit Suisse
Switzerland
$19.7M 498,403 +109,192 +28%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$19.6M 495,850 +38,938 +9%
BTS
31
BB&T Securities
Virginia
$19.1M 48,401 +1,580 +3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$19.1M 483,000 +483,000 New
NIMC
33
NWQ Investment Management Company
California
$18.8M 477,200 +477,200 New
Franklin Resources
34
Franklin Resources
California
$18.6M 472,111 +2,415 +0.5%
B
35
Baird
Wisconsin
$18.5M 468,821 +3,566 +0.8%
MA
36
MUFG Americas
New York
$17.1M 434,340 +33,775 +8%
ICM
37
ISZO Capital Management
New York
$16.8M 425,700 +425,700 New
FF
38
Friedenthal Financial
New Jersey
$14.9M 378,864 +158,749 +72%
RJA
39
Raymond James & Associates
Florida
$14.9M 378,721 +114,272 +43%
EWM
40
Edge Wealth Management
New York
$14.8M 375,816 +74,682 +25%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$14.4M 363,952 +78,765 +28%
FAAM
42
First Allied Asset Management
California
$13.9M 352,551 -4,572 -1%
Stifel Financial
43
Stifel Financial
Missouri
$13.6M 344,562 +54,587 +19%
AssetMark Inc
44
AssetMark Inc
California
$13.2M 334,758 +22,457 +7%
BFG
45
Beacon Financial Group
Texas
$13M 329,828 +8,331 +3%
SGAM
46
Steinberg Global Asset Management
Florida
$12.8M 325,665 +17,380 +6%
Citigroup
47
Citigroup
New York
$12.8M 324,546 +81,673 +34%
CCG
48
Chatham Capital Group
Georgia
$12.5M 315,915 +315,915 New
NA
49
Nottingham Advisors
New York
$12.2M 307,552 +307,552 New
Deutsche Bank
50
Deutsche Bank
Germany
$11.8M 298,942 +50,141 +20%
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