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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
HL
526
HeadInvest LLC
Maine
$288K
TIA
527
Tiemann Investment Advisors
California
$286K
1CM
528
1492 Capital Management
Wisconsin
$284K +$10.5K +274 +4%
WAM
529
Wealthspire Advisors (Maryland)
Maryland
$282K -$46.3K -1,206 -14%
AWM
530
Altium Wealth Management
New York
$282K +$285K +7,411 New
FWM
531
Focused Wealth Management
New York
$277K -$27.6K -719 -9%
AMM
532
American Money Management
California
$276K -$10.9K -285 -4%
KPCM
533
Kings Point Capital Management
New York
$276K +$143K +3,718 +105%
EA
534
Edge Advisors
Georgia
$273K
CA
535
Clearstead Advisors
Ohio
$272K +$40.4K +1,052 +17%
TCM
536
Tran Capital Management
California
$271K
GTAM
537
Global Trust Asset Management
Florida
$271K +$273K +7,117 New
EAM
538
Evanson Asset Management
California
$269K -$73.2K -1,907 -21%
PAM
539
Palisade Asset Management
Minnesota
$264K +$266K +6,935 New
CIC
540
Carnegie Investment Counsel
Ohio
$263K -$3.84K -100 -1%
BA
541
Boston Advisors
Massachusetts
$261K +$33K +860 +14%
BIA
542
Barry Investment Advisors
Massachusetts
$260K
FF
543
Friedenthal Financial
New Jersey
$260K
BW
544
Bison Wealth
Georgia
$260K +$461 +12 +0.2%
SIS
545
Sound Income Strategies
Florida
$260K +$270K +7,031 New
WIM
546
Westside Investment Management
California
$260K +$83.5K +2,174 +47%
PAS
547
Partnervest Advisory Services
California
$259K -$577K -15,040 -69%
AT
548
Arden Trust
Delaware
$258K
FCAG
549
First Capital Advisors Group
New Jersey
$257K -$33.9K -884 -12%
RCA
550
Rowland Carmichael Advisors
Arizona
$256K -$3.88K -101 -1%

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.