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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
BC
551
Burleson & Co
California
$327K
SWP
552
Strategic Wealth Partners
Ohio
$326K +$67.5K +1,813 +22%
NWM
553
Northwest Wealth Management
Iowa
$325K -$46.9K -1,261 -13%
SFM
554
Signet Financial Management
New Jersey
$323K -$35.1K -942 -10%
SCM
555
Schnieders Capital Management
California
$323K +$67K +1,800 +26%
LWA
556
Lenox Wealth Advisors
New York
$321K
CWM
557
Concentrum Wealth Management
California
$321K +$1.23K +33 +0.4%
PCM
558
Princeton Capital Management
New Jersey
$319K -$28.5K -765 -8%
PWLP
559
Prio Wealth Limited Partnership
Massachusetts
$319K +$316K +8,506 New
AFP
560
Ausdal Financial Partners
Iowa
$318K +$4.43K +119 +1%
BFA
561
Bragg Financial Advisors
North Carolina
$315K +$313K +8,400 New
SFSIG
562
San Francisco Sentry Investment Group
California
$314K +$149K +4,000 +92%
RMAM
563
Raab & Moskowitz Asset Management
New Jersey
$313K +$311K +8,359 New
FIB
564
First Interstate Bank
Montana
$306K -$258K -6,943 -46%
CFA
565
Carroll Financial Associates
North Carolina
$304K +$20.3K +546 +7%
DI
566
DFPG Investments
Utah
$301K -$115K -3,102 -28%
KPCM
567
Kings Point Capital Management
New York
$301K +$124K +3,326 +71%
CA
568
Cumberland Advisors
Florida
$299K -$37.2K -1,000 -11%
ACI
569
Alpha Cubed Investments
California
$299K +$297K +7,978 New
FA
570
FCG Advisors
New Jersey
$294K +$856 +23 +0.3%
JCM
571
Jacobi Capital Management
Pennsylvania
$294K +$18.7K +503 +7%
VFPI
572
Vantage Financial Partners (Illinois)
Illinois
$291K
MA
573
MONECO Advisors
Connecticut
$290K -$409 -11 -0.1%
AF
574
Affiance Financial
Minnesota
$290K
WI
575
Wintrust Investments
Illinois
$288K -$3.72K -100 -1%

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.