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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
SWP
526
Strategic Wealth Partners
Ohio
$310K +$91.7K +2,503 +43%
KC
527
Kingfisher Capital
North Carolina
$308K +$2.23K +61 +0.7%
WCM
528
WealthBridge Capital Management
Ohio
$307K -$11K -300 -3%
AA
529
Advisory Alpha
Michigan
$307K +$1.43K +39 +0.5%
SS
530
Sunbelt Securities
Texas
$295K +$2.86K +78 +1%
SCI
531
Stableford Capital II
Arizona
$292K -$464K -12,671 -62%
JSL
532
JT Stratford LLC
Georgia
$288K +$287K +7,825 New
FA
533
FCG Advisors
New Jersey
$287K -$13.9K -380 -5%
VFPI
534
Vantage Financial Partners (Illinois)
Illinois
$286K
WI
535
Wintrust Investments
Illinois
$286K -$36.6K -1,000 -11%
AF
536
Affiance Financial
Minnesota
$285K
MA
537
MONECO Advisors
Connecticut
$285K +$1.91K +52 +0.7%
EFS
538
Essex Financial Services
Connecticut
$285K +$283K +7,721 New
NFG
539
NewFocus Financial Group
Washington
$279K +$1.43K +39 +0.5%
CFA
540
Carroll Financial Associates
North Carolina
$279K +$105K +2,852 +60%
1CM
541
1492 Capital Management
Wisconsin
$276K +$1.47K +40 +0.5%
AT
542
Arden Trust
Delaware
$275K -$51.2K -1,397 -16%
FI
543
Financial Insights
Washington
$274K +$33.9K +925 +14%
MAP
544
Milestone Advisory Partners
North Carolina
$273K
CB
545
Chemical Bank
Michigan
$272K -$52.8K -1,442 -16%
MSAM
546
Moloney Securities Asset Management
Missouri
$272K -$26K -710 -9%
JCM
547
Jacobi Capital Management
Pennsylvania
$270K +$56.7K +1,548 +27%
FNBOO
548
First National Bank of Omaha
Nebraska
$267K -$4.18K -114 -2%
BB
549
Busey Bank
Illinois
$266K
FF
550
Friedenthal Financial
New Jersey
$263K -$3.35M -91,419 -93%

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.