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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
ACP
501
Ashfield Capital Partners
California
$442K +$438K +11,771 New
ST
502
Somerset Trust
Pennsylvania
$435K
ACG
503
Allen Capital Group
Nebraska
$434K +$190K +5,098 +78%
GJCM
504
Grand Jean Capital Management
California
$433K
WMA
505
Wealth Management Associates
New Jersey
$429K +$1.97K +53 +0.5%
RSWM
506
Robertson Stephens Wealth Management
California
$428K -$3.46K -93 -0.8%
CPO
507
Cerity Partners OCIO
New York
$425K -$1.53K -41 -0.4%
BIAS
508
Beacon Investment Advisory Services
New Jersey
$424K -$11.7K -315 -3%
MBTD
509
Mechanics Bank - Trust Department
California
$421K -$5.51M -148,198 -93%
RFA
510
Reilly Financial Advisors
California
$421K +$217K +5,825 +108%
EFS
511
Essex Financial Services
Connecticut
$417K +$126K +3,387 +44%
UF
512
Univest Financial
Pennsylvania
$406K
MMA
513
Miracle Mile Advisors
California
$405K -$1.36M -36,457 -77%
EWA
514
EP Wealth Advisors
California
$404K -$96.7K -2,600 -19%
AW
515
ACG Wealth
Georgia
$402K -$290K -7,800 -42%
TC
516
Telemus Capital
Michigan
$402K
BWP
517
Bernardo Wealth Planning
Pennsylvania
$400K -$86.2K -2,316 -18%
MFW
518
Meristem Family Wealth
Minnesota
$394K +$391K +10,511 New
Truist Financial
519
Truist Financial
North Carolina
$384K -$5.02K -135 -1%
MIM
520
Moseley Investment Management
Florida
$381K -$4.65K -125 -1%
TF
521
TimeScale Financial
Massachusetts
$381K
BHWM
522
Bar Harbor Wealth Management
New Hampshire
$379K +$376K +10,095 New
IHL
523
Investment House LLC
California
$377K
IWC
524
Integrated Wealth Concepts
Massachusetts
$370K -$230K -6,184 -39%
GTAM
525
Global Trust Asset Management
Florida
$370K -$20.7K -557 -5%

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.