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iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
501
Signet Financial Management
New Jersey
$361K -$63.6K -1,737 -15%
GFPC
502
Global Financial Private Capital
Florida
$357K -$3.1M -84,730 -90%
SG Americas Securities
503
SG Americas Securities
New York
$357K +$3.66K +100 +1%
PAM
504
Palisade Asset Management
Minnesota
$348K
BAC
505
Boys Arnold & Co
North Carolina
$347K +$110K +3,000 +47%
EGA
506
E&G Advisors
Texas
$344K
MAU
507
MRA Associates USA
Arizona
$343K +$14K +381 +4%
PCM
508
Princeton Capital Management
New Jersey
$342K +$9.42K +257 +3%
PMFA
509
Plante Moran Financial Advisors
Michigan
$341K +$220 +6 +0.1%
RC
510
Reik & Co
New York
$341K +$339K +9,265 New
WIA
511
World Investment Advisors
California
$340K +$333K +9,087 New
AIC
512
Archer Investment Corporation
Indiana
$332K -$2.23K -61 -0.7%
CA
513
Cumberland Advisors
Florida
$330K
IWC
514
Integrated Wealth Concepts
Massachusetts
$329K +$286K +7,807 +95%
AAIM
515
Asset Advisors Investment Management
Georgia
$328K +$76.9K +2,100 +31%
AA
516
Ancora Advisors
Ohio
$327K -$11.9K -325 -4%
SEM
517
Suncoast Equity Management
Florida
$325K -$106K -2,880 -25%
CB
518
Community Bank
New York
$325K
IC
519
Inscription Capital
Texas
$324K -$23.8K -650 -7%
BC
520
Burleson & Co
California
$323K
Cerity Partners
521
Cerity Partners
New York
$319K +$318K +8,666 New
LWA
522
Lenox Wealth Advisors
New York
$315K
FNT
523
First Nebraska Trust
Nebraska
$314K -$11K -300 -3%
CWM
524
Concentrum Wealth Management
California
$314K +$1.28K +35 +0.4%
AFP
525
Ausdal Financial Partners
Iowa
$312K +$25.7K +701 +9%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.