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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
WAM
501
Wolverine Asset Management
Illinois
$280K +$279K +7,157 New
TCM
502
Tran Capital Management
California
$279K
PWP
503
Private Wealth Partners
California
$278K -$35K -900 -11%
FF
504
Friedenthal Financial
New Jersey
$277K
GBT
505
Grove Bank & Trust
Florida
$276K +$15.6K +400 +6%
PFPT
506
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K +$271K +6,971 New
BIA
507
Barry Investment Advisors
Massachusetts
$268K
BHB
508
Bank Hapoalim BM
Israel
$267K
BW
509
Bison Wealth
Georgia
$267K +$389 +10 +0.1%
AT
510
Arden Trust
Delaware
$265K
ST
511
Smithfield Trust
Pennsylvania
$263K -$3.11K -80 -1%
CWM
512
Catamount Wealth Management
Connecticut
$259K -$136K -3,500 -35%
B
513
Bellecapital
Switzerland
$258K
DWM
514
Darwin Wealth Management
Florida
$253K -$63.6K -1,634 -20%
SAM
515
Shamrock Asset Management
Texas
$253K +$19.5K +502 +8%
GG
516
GenWealth Group
New Jersey
$253K +$252K +6,467 New
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$249K
RFA
518
Reilly Financial Advisors
California
$248K +$14.3K +368 +6%
EWM
519
Endurance Wealth Management
Rhode Island
$246K -$7.2K -185 -3%
IFWM
520
Institute for Wealth Management
Colorado
$245K +$243K +6,240 New
RCA
521
Rowland Carmichael Advisors
Arizona
$242K -$5.29K -136 -2%
BCA
522
Benchmark Capital Advisors
New York
$237K +$235K +6,050 New
MGIA
523
Moneta Group Investment Advisors
Missouri
$236K
B
524
Bridgeworth
Alabama
$235K -$48.9K -1,257 -17%
SLF
525
Sun Life Financial
Ontario, Canada
$235K +$224K +5,768 +2,486%

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.