We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

726 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, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
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
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
576
Blue Chip Wealth Management
Florida
$236K +$660 +18 +0.3%
CWP
577
Capital Wealth Planning
Florida
$231K +$230K +6,280 New
VAM
578
Verity Asset Management
North Carolina
$229K +$227K +6,204 New
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$227K
OFG
580
Omega Financial Group
California
$226K
AOWM
581
Alpha Omega Wealth Management
Virginia
$226K +$2.64K +72 +1%
PWSG
582
Pacific Wealth Strategies Group
California
$225K
CFIA
583
Cantor Fitzgerald Investment Advisors
New York
$223K
SCA
584
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
SLF
585
Sun Life Financial
Ontario, Canada
$221K
WCA
586
Westover Capital Advisors
Delaware
$221K
BFWA
587
Benchmark Financial Wealth Advisors
Florida
$221K +$1.72K +47 +0.8%
VHAM
588
Van Hulzen Asset Management
California
$218K +$2.02K +55 +0.9%
TC
589
TownSquare Capital
Utah
$217K +$214K +5,831 New
CC
590
Chicago Capital
Illinois
$216K
GCA
591
Gradient Capital Advisors
California
$216K +$214K +5,850 New
ST
592
Sabal Trust
Florida
$216K +$215K +5,870 New
RC
593
RegentAtlantic Capital
New Jersey
$215K -$7.62K -208 -3%
GG
594
GenWealth Group
New Jersey
$215K
LIM
595
Leavell Investment Management
Alabama
$213K
N
596
Natixis
France
$213K +$212K +5,773 New
BW
597
Bison Wealth
Georgia
$212K -$18.7K -510 -8%
Sumitomo Mitsui Trust Group
598
Sumitomo Mitsui Trust Group
Japan
$209K +$207K +5,662 New
FIM
599
Fernwood Investment Management
Massachusetts
$208K
LFG
600
LifePlan Financial Group
Ohio
$207K -$85.4K -2,330 -29%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.