We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

489 hedge funds and large institutions have $4.66B invested in iShares Preferred and Income Securities ETF in 2015 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 204 increasing their positions, 171 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

19% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 171

16% more funds holding in top 10

Funds holding in top 10: 4350 (+7)

1% more funds holding

Funds holding: 482489 (+7)

4% more capital invested

Capital invested by funds: $4.5B → $4.66B (+$159M)

0.09% more ownership

Funds ownership: 34.7%34.78% (+0.09%)

84% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $6.16M

Holders
489
Holders Change
+7
Holders Change %
+1.45%
% of All Funds
13.65%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
1.4%
New
46
Increased
204
Reduced
171
Closed
33
Calls
$1.01M
Puts
$6.16M
Net Calls
-$5.15M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
476
Pittenger & Anderson Inc
Nebraska
$12K
AWM
477
Avior Wealth Management
Nebraska
$10K
CFS
478
Commonwealth Financial Services
West Virginia
$10K
AWS
479
Aris Wealth Services
Pennsylvania
$8K +$7.82K +200 New
KF
480
Krilogy Financial
Missouri
$6K +$5.87K +150 New
CI
481
Clal Insurance
Israel
$5K
W
482
Wealthfront
California
$5K +$3.75K +96 +300%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.36K +137 New
LWA
484
Lowe Wealth Advisors
Maryland
$3K -$51.2K -1,310 -94%
First Manhattan
485
First Manhattan
New York
$3K
SCA
486
Strategic Capital Alternatives
United States
$2K +$1.92K +49 New
BCMIO
487
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.42K +62 New
FNBOO
488
First National Bank of Omaha
Nebraska
$1.03K -$86.8K -2,219 -8%
SGC
489
South Georgia Capital
Illinois
$1K
TCM
490
Tradewinds Capital Management
Washington
$1K +$1.29K +33 New
Manulife (Manufacturers Life Insurance)
491
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$688 -$1.91M -48,859 -73%
HI
492
Horizon Investments
North Carolina
-$21.8M -556,237 Closed
IAS
493
IMA Advisory Services
Colorado
-$11.8M -300,222 Closed
EDRE
494
Edmond de Rothschild (Europe)
Luxembourg
-$4.6M -117,542 Closed
EDRH
495
Edmond de Rothschild Holding
Switzerland
-$4.6M -117,542 Closed
SIM
496
Strategic Income Management
Washington
-$4.54M -115,919 Closed
Wellington Management Group
497
Wellington Management Group
Massachusetts
-$3.17M -81,000 Closed
Mirae Asset Global Investments
498
Mirae Asset Global Investments
South Korea
-$2.79M -71,200 Closed
Parallax Volatility Advisers
499
Parallax Volatility Advisers
California
-$1.82M -46,460 -100%
CCMG
500
Clark Capital Management Group
Pennsylvania
-$1.54M -39,240 Closed

PFF Hedge Fund Activity: Q3 2015 in Review

489 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2015, worth a combined $4.66B — up 3.5% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFF positions and 33 closed out — a net gain of 13 holders — while 204 added to existing stakes and 171 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $87M. The largest seller was Curian Capital, cutting an estimated $42.3M.

  • 489 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2015, up from 482 in Q2 2015.
  • Funds reported $4.66B of iShares Preferred and Income Securities ETF stock for Q3 2015, up 3.5% quarter-over-quarter.
  • 46 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2015 and 33 closed out, a net change of +13 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2015 was AssetMark Inc, an estimated $87M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2015 was Curian Capital, an estimated $42.3M sold.

Based on aggregated 13F filings for Q3 2015.