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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
Bramshill Investments
Florida
+$122M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M
3
FIA
Foundations Investment Advisors
Arizona
+$40.3M
4
DF
Donoghue Forlines
Massachusetts
+$31.4M
5
CL
Cabana LLC
Arkansas
+$24.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$362M
2
Creative Planning
Creative Planning
Kansas
-$138M
3
Goldman Sachs
Goldman Sachs
New York
-$70.4M
4
Bank of America
Bank of America
North Carolina
-$70.2M
5
WBG
Wharton Business Group
Pennsylvania
-$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
9WM
551
9258 Wealth Management
Ohio
$212K +$212K +6,194 New
GRP
552
Global Retirement Partners
California
$210K -$66.1K -1,935 -24%
BW
553
Bison Wealth
Georgia
$209K – – –
CC
554
Chicago Capital
Illinois
$208K -$149K -4,350 -42%
IWM
555
IHT Wealth Management
Illinois
$206K -$681K -19,910 -77%
CFIA
556
Cantor Fitzgerald Investment Advisors
New York
$206K -$4.9K -143 -2%
AOWM
557
Alpha Omega Wealth Management
Virginia
$206K +$3.56K +104 +2%
DBT
558
Dubuque Bank & Trust
Iowa
$206K +$79.3K +2,319 +63%
SCA
559
STALEY CAPITAL ADVISERS
Pennsylvania
$205K – – –
SLF
560
Sun Life Financial
Ontario, Canada
$205K – – –
FCBT
561
First Citizens Bank & Trust
North Carolina
$205K +$10.3K +300 +5%
PCG
562
Private Capital Group
Connecticut
$201K -$820 -24 -0.4%
FCA
563
FinTrust Capital Advisors
South Carolina
$200K +$200K +5,816 New
BC
564
Brinker Capital
Pennsylvania
$200K +$200K +5,848 New
JCM
565
Jacobi Capital Management
Pennsylvania
$188K -$57.9K -1,695 -24%
RFA
566
Reilly Financial Advisors
California
$179K -$29.8K -871 -14%
SIA
567
SeaBridge Investment Advisors
New Jersey
$177K – – –
VCM
568
Versant Capital Management
Arizona
$177K +$167K +4,875 +1,625%
AWM
569
Aevitas Wealth Management
Massachusetts
$164K +$103 +3 +0.1%
OSNBOA
570
Old Second National Bank of Aurora
Illinois
$159K -$10.3K -300 -6%
AIM
571
Advantage Investment Management
Iowa
$156K +$6.83K +200 +5%
LPWM
572
Lake Point Wealth Management
Texas
$156K +$156K +4,558 New
QCIG
573
Quad-Cities Investment Group
Iowa
$152K -$43.6K -1,269 -22%
LWM
574
Liberty Wealth Management
California
$146K +$146K +4,272 New
BWM
575
BerganKDV Wealth Management
Minnesota
$143K +$132K +3,844 +1,183%
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