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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
576
Intellectus Partners
California
$212K -$17.1K -446 -7%
LIM
577
Leavell Investment Management
Alabama
$210K
DWM
578
Dynasty Wealth Management
Florida
$210K +$212K +5,526 New
NSB
579
Norway Savings Bank
Maine
$208K +$18.2K +475 +10%
BCA
580
Benchmark Capital Advisors
New York
$206K -$19.2K -500 -8%
SXL
581
Summit X LLC
Missouri
$204K +$206K +5,372 New
CRWM
582
Castle Rock Wealth Management
California
$203K +$205K +5,335 New
IWM
583
IHT Wealth Management
Illinois
$198K +$42.6K +1,109 +27%
WAP
584
Wealthcare Advisory Partners
Pennsylvania
$194K +$63.1K +1,644 +48%
OSNBOA
585
Old Second National Bank of Aurora
Illinois
$191K
EWM
586
Evercore Wealth Management
New York
$190K
ST
587
Sageworth Trust
Pennsylvania
$190K
SIA
588
SeaBridge Investment Advisors
New Jersey
$189K
HWP
589
Hefty Wealth Partners
Indiana
$172K -$32.8K -854 -16%
WB
590
Webster Bank
Connecticut
$171K -$2.3K -60 -1%
ST
591
Somerset Trust
Pennsylvania
$168K
VCM
592
Versant Capital Management
Arizona
$164K +$125K +3,255 +302%
AWA
593
Acorn Wealth Advisors
Michigan
$163K +$165K +4,296 New
AIM
594
Anchor Investment Management
South Carolina
$161K
EFSCE
595
Enterprise Financial Services Corp (EFSC)
Missouri
$161K -$27.7K -722 -15%
TFA
596
Transamerica Financial Advisors
Florida
$143K -$11.9K -311 -8%
AAP
597
Arax Advisory Partners
Colorado
$140K +$27.3K +711 +24%
MRCM
598
M&R Capital Management
New Jersey
$137K
CFD
599
Creative Financial Designs
Indiana
$136K -$5.07K -132 -4%
CA
600
Crewe Advisors
Utah
$133K +$134K +3,499 New

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.