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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$395M
2
Ameriprise
Ameriprise
Minnesota
+$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34M
4
UCFA
United Capital Financial Advisors
Texas
+$28.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$145M
2
Goldman Sachs
Goldman Sachs
New York
-$127M
3
Creative Planning
Creative Planning
Kansas
-$78.9M
4
Jane Street
Jane Street
New York
-$21.3M
5
HNB
Huntington National Bank
Ohio
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
526
Probabilities Fund Management
New York
$250K – – –
DBRC
527
D.B. Root & Company
Pennsylvania
$250K +$48.8K +1,316 +24%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$247K -$28.5K -768 -10%
CDH
529
Charles D. Hyman
$247K – – –
CBU
530
CIBC Bank USA
Illinois
$246K – – –
LIA
531
LS Investment Advisors
Michigan
$243K – – –
CCP
532
Corient Capital Partners
California
$241K – – –
AMM
533
American Money Management
California
$241K +$241K +6,500 New
HAM
534
Highstreet Asset Management
Ontario, Canada
$240K -$67.2K -1,814 -22%
RC
535
RegentAtlantic Capital
New Jersey
$240K +$240K +6,475 New
KPCM
536
Kings Point Capital Management
New York
$239K +$1.3K +35 +0.5%
CFIA
537
Cantor Fitzgerald Investment Advisors
New York
$228K -$4.24M -114,480 -95%
FWP
538
FAS Wealth Partners
Kansas
$228K +$2.22K +60 +1%
BW
539
Bison Wealth
Georgia
$227K – – –
RFA
540
Reilly Financial Advisors
California
$227K +$669 +18 +0.3%
OAM
541
Occidental Asset Management
California
$225K -$234K -6,282 -51%
WJA
542
Williams Jones & Associates
New York
$223K -$442K -11,900 -66%
SLF
543
Sun Life Financial
Ontario, Canada
$223K – – –
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$223K – – –
PI
545
Parkside Investments
Illinois
$222K – – –
CTB
546
Country Trust Bank
Illinois
$221K -$25K -672 -10%
AOWM
547
Alpha Omega Wealth Management
Virginia
$220K +$2.56K +69 +1%
JFA
548
JNBA Financial Advisors
Minnesota
$220K +$220K +5,921 New
PCG
549
Private Capital Group
Connecticut
$219K -$18.4K -496 -8%
CCT
550
Country Club Trust
Missouri
$219K +$219K +5,891 New
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