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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$324K +$13K +333 +4%
SFG
477
StrategIQ Financial Group
Indiana
$322K +$27.2K +700 +9%
CL
478
CPWM LLC
Washington
$315K -$61.4K -1,577 -16%
PA
479
Parallel Advisors
California
$314K +$19.3K +497 +7%
SS
480
Sunbelt Securities
Texas
$314K +$42K +1,079 +16%
WJA
481
Williams Jones & Associates
New York
$313K
KWMG
482
King Wealth Management Group
Florida
$313K +$20.5K +526 +7%
BRC
483
Bell Rock Capital
Delaware
$313K +$157K +4,023 +102%
IIC
484
Ironwood Investment Counsel
Arizona
$311K -$619K -15,911 -67%
TSWM
485
Triangle Securities Wealth Management
North Carolina
$310K
AMM
486
American Money Management
California
$307K -$6.81K -175 -2%
Allianz Asset Management
487
Allianz Asset Management
Germany
$305K
FG
488
Fiduciary Group
Georgia
$300K
FCAG
489
First Capital Advisors Group
New Jersey
$299K -$10.7K -275 -3%
CFG
490
Citizens Financial Group
Rhode Island
$299K -$5.06K -130 -2%
HL
491
HeadInvest LLC
Maine
$296K +$27.2K +700 +10%
TIA
492
Tiemann Investment Advisors
California
$295K
FWM
493
Focused Wealth Management
New York
$295K +$12.8K +328 +5%
IPC
494
Independent Portfolio Consultants
Florida
$294K -$37K -951 -11%
JCM
495
Jacobi Capital Management
Pennsylvania
$290K +$52.1K +1,340 +22%
BSAM
496
Blue Sky Asset Management
Colorado
$287K +$2.8K +72 +1%
WP
497
WealthPLAN Partners
Nebraska
$283K +$222K +5,692 +374%
1GA
498
1st Global Advisors
Texas
$282K -$1.13K -29 -0.4%
EA
499
Edge Advisors
Georgia
$281K
SFI
500
SPC Financial Inc
Maryland
$280K +$31.1K +800 +13%

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.