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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
OAM
526
Oppenheimer Asset Management
New York
$367K -$9.94K -267 -3%
CWP
527
Capital Wealth Planning
Florida
$367K +$129K +3,475 +55%
SG Americas Securities
528
SG Americas Securities
New York
$364K
BAC
529
Boys Arnold & Co
North Carolina
$364K +$11.5K +310 +3%
IWM
530
IHT Wealth Management
Illinois
$363K -$678K -18,226 -65%
SIA
531
Starfire Investment Advisers
Michigan
$362K -$20.9K -563 -6%
MAU
532
MRA Associates USA
Arizona
$357K +$6.92K +186 +2%
Cerity Partners
533
Cerity Partners
New York
$356K +$30.5K +819 +9%
JSL
534
JT Stratford LLC
Georgia
$356K +$61.5K +1,654 +21%
SFA
535
Sequoia Financial Advisors
Ohio
$355K -$28.2K -758 -7%
TC
536
Truvestments Capital
Florida
$355K -$15.4K -415 -4%
FNT
537
First Nebraska Trust
Nebraska
$352K +$32.3K +868 +10%
WCM
538
WealthBridge Capital Management
Ohio
$351K +$14.9K +400 +4%
EGA
539
E&G Advisors
Texas
$350K
PMFA
540
Plante Moran Financial Advisors
Michigan
$349K +$1.12K +30 +0.3%
RC
541
Reik & Co
New York
$348K
GRP
542
Global Retirement Partners
California
$342K -$129K -3,480 -28%
AIC
543
Archer Investment Corporation
Indiana
$338K
WIA
544
World Investment Advisors
California
$334K -$7.44K -200 -2%
AA
545
Ancora Advisors
Ohio
$333K
MWM
546
Meridian Wealth Management
Kentucky
$333K +$819 +22 +0.2%
CB
547
Community Bank
New York
$330K
FNBOO
548
First National Bank of Omaha
Nebraska
$330K +$57.5K +1,545 +21%
CRWM
549
Castle Rock Wealth Management
California
$329K +$332K +8,913 New
IC
550
Inscription Capital
Texas
$328K

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.