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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$44.3M +$10.1M +263,012 +30%
FMLI
27
Fukoku Mutual Life Insurance
Japan
$43.9M
WI
28
WBI Investments
New Jersey
$40M +$720K +18,825 +2%
CFG
29
CNO Financial Group
Indiana
$35.5M
RJFSA
30
Raymond James Financial Services Advisors
Florida
$30.3M +$2.24M +58,562 +8%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$29.4M -$2.79M -73,000 -9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$29.3M +$8.14K +213 +0%
SB
33
Suntrust Banks
Georgia
$28M +$2.41M +62,921 +10%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$25.2M -$18.2K -475 -0.1%
PI
35
PineBridge Investments
New York
$24.7M +$24.4M +638,637 New
SMA
36
Simply Money Advisors
Ohio
$24M -$12.8M -335,126 -35%
AIA
37
Avalon Investment & Advisory
Texas
$23.8M -$4.28K -112 -0%
HNB
38
Huntington National Bank
Ohio
$23.6M -$262K -6,852 -10%
JHIU
39
Janus Henderson Investors US
Colorado
$22.4M +$956K +25,001 +5%
RJA
40
Raymond James & Associates
Florida
$21.4M -$3.73M -97,498 -15%
FNT
41
First National Trust
Pennsylvania
$21.3M +$4.31M +112,672 +26%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$20.9M -$789K -20,639 -4%
SAS
43
Sage Advisory Services
Texas
$20.3M +$4.73M +123,666 +31%
PP
44
PagnatoKarp Partners
Virginia
$19.3M +$19.1M +499,321 New
JIP
45
Jaffetilchin Investment Partners
Florida
$19.2M -$4.83M -126,264 -20%
JP Morgan Chase
46
JP Morgan Chase
New York
$19.1M +$7.94M +207,594 +72%
Stifel Financial
47
Stifel Financial
Missouri
$19M +$650K +17,011 +4%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$18.4M +$5.77M +150,800 +46%
ACM
49
Aviance Capital Management
Florida
$18.1M -$18.4M -480,141 -51%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$17.2M +$1.63M +42,532 +11%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.