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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

742 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, 311 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.3%
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
311
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$276M
2
GC
2
Grimes & Company
Massachusetts
$71.3M
3
Bank of America
3
Bank of America
North Carolina
$561M
4
Morgan Stanley
4
Morgan Stanley
New York
$285M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$42.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$225M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.6M
3
AssetMark Inc
3
AssetMark Inc
California
$24.2M
4
ST
4
Sageworth Trust
Pennsylvania
$987K
5
UBS Group
5
UBS Group
Switzerland
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$31.9M +$95.8K +2,553 +0.3%
PL
27
Protective Life
Alabama
$31.7M – – –
CL
28
Cabana LLC
Arkansas
$31.6M +$31.6M +841,653 New
PCM
29
Price Capital Management
Louisiana
$30M +$30M +801,111 New
CI
30
Conning Inc
Connecticut
$29.3M – – –
BTS
31
BB&T Securities
Virginia
$29.2M +$1.56M +41,485 +6%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$28.6M +$2.41M +64,083 +9%
MFM
33
MD Financial Management
Ontario, Canada
$28.5M -$3.94M -104,981 -12%
SI
34
Stephens Inc
Arkansas
$28.4M -$549K -14,620 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$28.3M +$2.42M +64,581 +9%
RJA
36
Raymond James & Associates
Florida
$27.8M +$2.4M +63,885 +9%
FIA
37
Foundations Investment Advisors
Arizona
$26.2M +$26.2M +702,783 New
SMFG
38
Sumitomo Mitsui Financial Group
Japan
$25.4M +$1.04M +27,689 +4%
AWS
39
AJ Wealth Strategies
New York
$24.3M +$4.3M +114,515 +21%
AssetMark Inc
40
AssetMark Inc
California
$24.2M -$18.4M -488,985 -43%
AG
41
Advisor Group
Arizona
$24.1M +$2.28M +60,812 +10%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$24M +$4M +106,680 +20%
DF
43
Donoghue Forlines
Massachusetts
$23.1M -$1.78M -47,508 -7%
WF
44
Welch & Forbes
Massachusetts
$22.4M +$4.26M +113,634 +24%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$22.2M +$1.29M +34,371 +6%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$20.1M -$3.27M -87,014 -14%
OAC
47
OMERS Administration Corp
Ontario, Canada
$19.7M – – –
ST
48
Smithfield Trust
Pennsylvania
$19.7M +$2.12M +56,522 +12%
PI
49
PFS Investments
Georgia
$19.6M +$1.35M +36,039 +7%
AIA
50
Avalon Investment & Advisory
Texas
$19.6M +$152K +4,062 +0.8%
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