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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
476
Wagner Wealth Management (South Carolina)
South Carolina
$418K +$421K +10,956 New
SA
477
Strategic Advisors
New York
$416K -$12.2K -317 -3%
PAG
478
Pinnacle Advisory Group
Maryland
$414K -$35.7K -929 -8%
BBA
479
BLB&B Advisors
Pennsylvania
$414K -$4.26K -111 -1%
PFA
480
Pathway Financial Advisors
Vermont
$409K +$412K +10,731 New
FWM
481
Frontier Wealth Management
Missouri
$406K -$53.6K -1,395 -12%
GRP
482
Global Retirement Partners
California
$402K -$249K -6,483 -38%
EAMA
483
EFG Asset Management (Americas)
Florida
$401K -$53.7K -1,400 -12%
PFC
484
Phocas Financial Corp
California
$399K +$403K +10,485 New
Allianz Asset Management
485
Allianz Asset Management
Germany
$393K -$1.68M -43,722 -81%
CL
486
Choreo LLC
Illinois
$388K -$277K -7,223 -41%
BFM
487
Boothbay Fund Management
New York
$386K -$682K -17,760 -64%
IHL
488
Investment House LLC
California
$384K -$3.26K -85 -0.8%
ICA
489
Infrastructure Capital Advisors
New York
$381K
AA
490
Ancora Advisors
Ohio
$375K
FWM
491
FFT Wealth Management
Pennsylvania
$373K +$81K +2,111 +27%
KC
492
Kingfisher Capital
North Carolina
$372K -$27.5K -717 -7%
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$372K -$27.1K -706 -7%
FNBOO
494
First National Bank of Omaha
Nebraska
$371K
PMFA
495
Plante Moran Financial Advisors
Michigan
$370K +$230 +6 +0.1%
AllianceBernstein
496
AllianceBernstein
Tennessee
$365K -$694K -18,072 -65%
VFPI
497
Vantage Financial Partners (Illinois)
Illinois
$360K
KWMG
498
King Wealth Management Group
Florida
$355K +$21K +547 +6%
EWF
499
Epstein & White Financial
California
$350K +$353K +9,183 New
PCM
500
Peak Capital Management
Colorado
$348K

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.