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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
BFEC
576
Benjamin F. Edwards & Company
Missouri
$101K +$56.1K +1,466 +128%
MFW
577
Mosaic Family Wealth
Missouri
$95K
TFA
578
Transamerica Financial Advisors
Florida
$92K -$11K -288 -11%
CFA
579
Carroll Financial Associates
North Carolina
$92K +$6.65K +174 +8%
CCM
580
Cribstone Capital Management
Maine
$83K -$4.21K -110 -5%
SSB
581
Sandy Spring Bank
Maryland
$81K -$35.6K -931 -31%
PSC
582
Prentiss Smith & Co
Vermont
$77K
VIA
583
Vantage Investment Advisors
Pennsylvania
$76K -$49.2K -1,288 -40%
AWM
584
AllSquare Wealth Management
New York
$73K
IP
585
Intellectus Partners
California
$73K +$10.6K +276 +17%
AF
586
Arrow Financial
New York
$66K
IDBONY
587
Israel Discount Bank of New York
New York
$66K
HR
588
Howe & Rusling
New York
$62K -$53.9K -1,409 -47%
MAM
589
Meeder Asset Management
Ohio
$62K -$4.7K -123 -7%
TFO
590
Tarbox Family Office
California
$62K +$60.8K +1,591 New
IIC
591
Integrated Investment Consultants
Michigan
$61K
WP
592
WealthPLAN Partners
Nebraska
$58.8K +$58.2K +1,523 New
GAM
593
Gemmer Asset Management
California
$57K +$56.4K +1,475 New
GT
594
Glenmede Trust
Pennsylvania
$54K -$17.8K -465 -25%
RFM
595
Royal Fund Management
Florida
$51K
Toronto Dominion Bank
596
Toronto Dominion Bank
Ontario, Canada
$50K
Barclays
597
Barclays
United Kingdom
$49K
PFBT
598
Parkside Financial Bank & Trust
Missouri
$49K
PB
599
Pinnacle Bancorp
Nebraska
$47K +$46.1K +1,205 New
SWA
600
Sutton Wealth Advisors
Florida
$44.4K

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.