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iShares Preferred and Income Securities ETF

743 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, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
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
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
476
Grandview Asset Management
Pennsylvania
$521K +$520K +13,962 New
FA
477
Fagan Associates
New York
$515K -$9.86K -265 -2%
GSWM
478
Golden State Wealth Management
California
$514K +$4.46K +120 +0.9%
FTI
479
Fiduciary Trust International
Massachusetts
$514K +$255K +6,850 +100%
KC
480
Kingfisher Capital
North Carolina
$509K +$193K +5,193 +62%
GIA
481
Granite Investment Advisors
New Hampshire
$507K
CC
482
ClearArc Capital
Ohio
$505K +$501K +13,459 New
GLA
483
Good Life Advisors
Pennsylvania
$501K -$16K -431 -3%
Calamos Advisors
484
Calamos Advisors
Illinois
$498K
CG
485
Cutler Group
California
$495K +$471K +12,650 +2,283%
BIA
486
BHK Investment Advisors
Alabama
$487K
CSIC
487
Clifford Swan Investment Counsel
California
$485K +$37.2K +1,000 +8%
SWM
488
Sanctuary Wealth Management
Idaho
$484K -$153K -4,114 -24%
SG
489
Somerset Group
Minnesota
$484K
SMH
490
Sanders Morris Harris
Texas
$479K +$479K +12,875 New
SWA
491
SFMG Wealth Advisors
Texas
$476K +$37 +1 +0%
AIP
492
Almanack Investment Partners
Pennsylvania
$467K +$15.1K +406 +3%
WLIM
493
White Lighthouse Investment Management
Massachusetts
$460K +$27.3K +734 +6%
WTC
494
WhitTier Trust Company
Nevada
$459K +$81.9K +2,200 +22%
EWM
495
Endurance Wealth Management
Rhode Island
$456K -$3.72K -100 -0.8%
EAMA
496
EFG Asset Management (Americas)
Florida
$453K -$132K -3,541 -23%
KFC
497
Klingenstein Fields & Co
New York
$447K -$1.67K -45 -0.4%
Fisher Asset Management
498
Fisher Asset Management
Washington
$447K +$199K +5,352 +82%
CPIA
499
Cornell Pochily Investment Advisors
New York
$445K -$77.2K -2,075 -15%
FWSM
500
First Wilshire Securities Management
California
$444K

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.