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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Apriem Advisors
California
$170K -$5.66K -148 -3%
GI
552
Gradient Investments
Minnesota
$165K +$35K +915 +27%
AAP
553
Arax Advisory Partners
Colorado
$162K +$841 +22 +0.5%
FFW
554
Fusion Family Wealth
New York
$155K -$68.8K -1,800 -31%
BRC
555
Bell Rock Capital
Delaware
$153K +$47.9K +1,252 +47%
CFD
556
Creative Financial Designs
Indiana
$148K -$8.91K -233 -6%
KF
557
Krilogy Financial
Missouri
$146K
WIM
558
Westside Investment Management
California
$145K +$144K +3,754 New
FPS
559
Fieldpoint Private Securities
Connecticut
$139K +$138K +3,600 New
KPCM
560
Kings Point Capital Management
New York
$137K +$135K +3,540 New
AIM
561
Advantage Investment Management
Iowa
$130K -$21.2K -554 -14%
DBT
562
Dubuque Bank & Trust
Iowa
$129K
WAS
563
WESPAC Advisors SoCal
California
$128K -$33.1K -865 -21%
LWM
564
LBA Wealth Management
Florida
$128K
DOA
565
D'Orazio & Associates
Virginia
$126K
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$125K +$22.7K +595 +23%
CGT
567
Capital Guardian Trust
California
$116K
LNB
568
Ledyard National Bank
$116K
WEC
569
Winslow Evans & Crocker
Massachusetts
$111K +$15.2K +398 +16%
MAS
570
Madden Advisory Services
Florida
$109K -$974K -25,475 -90%
PCTC
571
Perkins Coie Trust Company
Washington
$109K
HA
572
Harfst & Associates
Wyoming
$109K +$108K +2,820 New
NSB
573
Norway Savings Bank
Maine
$105K -$8.98K -235 -8%
SEI Investments
574
SEI Investments
Pennsylvania
$104K -$21.9K -572 -17%
BEAM
575
Baker Ellis Asset Management
Washington
$103K +$102K +2,662 New

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.