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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

725 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M
2
Goldman Sachs
Goldman Sachs
New York
+$70.7M
3
UBS Group
UBS Group
Switzerland
+$63.9M
4
BlackRock
BlackRock
New York
+$59.6M
5
Bank of America
Bank of America
North Carolina
+$22.9M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
-$93.7M
2
PCM
Price Capital Management
Louisiana
-$66.3M
3
JPLA
Joseph P. Lucia & Associates
New York
-$64.1M
4
Barclays
Barclays
United Kingdom
-$27.1M
5
SAS
Sage Advisory Services
Texas
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
576
Capital Wealth Planning
Florida
$231K +$231K +6,280 New
VAM
577
Verity Asset Management
North Carolina
$229K +$229K +6,204 New
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$227K – – –
OFG
579
Omega Financial Group
California
$226K – – –
AOWM
580
Alpha Omega Wealth Management
Virginia
$226K +$2.65K +72 +1%
PWSG
581
Pacific Wealth Strategies Group
California
$225K – – –
CFIA
582
Cantor Fitzgerald Investment Advisors
New York
$223K – – –
WCA
583
Westover Capital Advisors
Delaware
$221K – – –
SLF
584
Sun Life Financial
Ontario, Canada
$221K – – –
SCA
585
STALEY CAPITAL ADVISERS
Pennsylvania
$221K – – –
BFWA
586
Benchmark Financial Wealth Advisors
Florida
$221K +$1.73K +47 +0.8%
VHAM
587
Van Hulzen Asset Management
California
$218K +$2.03K +55 +0.9%
TC
588
TownSquare Capital
Utah
$217K +$217K +5,831 New
CC
589
Chicago Capital
Illinois
$216K – – –
GCA
590
Gradient Capital Advisors
California
$216K +$216K +5,850 New
ST
591
Sabal Trust
Florida
$216K +$216K +5,870 New
RC
592
RegentAtlantic Capital
New Jersey
$215K -$7.66K -208 -3%
GG
593
GenWealth Group
New Jersey
$215K – – –
LIM
594
Leavell Investment Management
Alabama
$213K – – –
N
595
Natixis
France
$213K +$213K +5,773 New
BW
596
Bison Wealth
Georgia
$212K -$18.8K -510 -8%
Sumitomo Mitsui Trust Group
597
Sumitomo Mitsui Trust Group
Japan
$209K +$209K +5,662 New
FIM
598
Fernwood Investment Management
Massachusetts
$208K – – –
LFG
599
LifePlan Financial Group
Ohio
$207K -$85.9K -2,330 -29%
IP
600
Intellectus Partners
California
$207K +$590 +16 +0.3%
22 23
24
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