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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
WJA
476
Williams Jones & Associates
New York
$310K +$306K +8,000 New
WTC
477
WhitTier Trust Company
Nevada
$307K
TSWM
478
Triangle Securities Wealth Management
North Carolina
$307K +$9.94K +260 +3%
FCAG
479
First Capital Advisors Group
New Jersey
$306K -$81.6K -2,135 -21%
Allianz Asset Management
480
Allianz Asset Management
Germany
$305K
CFG
481
Citizens Financial Group
Rhode Island
$301K -$67.7K -1,770 -19%
AIP
482
Ameritas Investment Partners
Nebraska
$298K -$93.5K -2,446 -24%
FG
483
Fiduciary Group
Georgia
$297K -$11.5K -300 -4%
PA
484
Parallel Advisors
California
$293K -$34.3K -898 -11%
SFG
485
StrategIQ Financial Group
Indiana
$291K
TIA
486
Tiemann Investment Advisors
California
$291K
JG
487
Jefferies Group
New York
$291K +$166K +4,349 +138%
KWMG
488
King Wealth Management Group
Florida
$289K +$13.8K +362 +5%
KA
489
Kovack Advisors
Florida
$286K +$66.4K +1,737 +31%
GC
490
Guggenheim Capital
Illinois
$285K +$281K +7,352 New
B
491
Bridgeworth
Alabama
$283K +$42.2K +1,104 +18%
SPIA
492
Steward Partners Investment Advisory
New York
$281K +$210K +5,486 +305%
BSAM
493
Blue Sky Asset Management
Colorado
$281K +$278K +7,263 New
BC
494
Burney Company
Virginia
$280K -$29.6K -775 -10%
1GA
495
1st Global Advisors
Texas
$280K -$8.64K -226 -3%
FWM
496
Focused Wealth Management
New York
$279K -$17.9K -469 -6%
EA
497
Edge Advisors
Georgia
$277K +$29.8K +780 +12%
TCM
498
Tran Capital Management
California
$275K
FF
499
Friedenthal Financial
New Jersey
$273K
GRP
500
Global Retirement Partners
California
$270K +$52.3K +1,367 +24%

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.