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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
NFG
576
NewFocus Financial Group
Washington
$284K
1CM
577
1492 Capital Management
Wisconsin
$281K
FWP
578
FAS Wealth Partners
Kansas
$279K +$277K +7,445 New
FI
579
Financial Insights
Washington
$278K
MAP
580
Milestone Advisory Partners
North Carolina
$278K
WWM
581
WT Wealth Management
Arizona
$278K +$276K +7,420 New
SCI
582
Stableford Capital II
Arizona
$277K -$20.1K -540 -7%
CCA
583
Checchi Capital Advisers
California
$274K +$271K +7,289 New
AA
584
Advisory Alpha
Michigan
$273K -$38.3K -1,030 -12%
PWP
585
Principle Wealth Partners
Connecticut
$272K +$269K +7,241 New
MFG
586
Merit Financial Group
Georgia
$272K +$270K +7,245 New
GFPC
587
Global Financial Private Capital
Florida
$271K -$91.6K -2,463 -25%
BB
588
Busey Bank
Illinois
$271K
BA
589
Ballew Advisors
Mississippi
$269K -$1.16M -31,158 -81%
BS
590
Banco Santander
Spain
$268K
CFB
591
Cullen/Frost Bankers
Texas
$268K +$236K +6,331 +781%
TCM
592
Tran Capital Management
California
$267K
SEM
593
Suncoast Equity Management
Florida
$265K -$65.5K -1,760 -20%
ABC
594
Associated Banc-Corp
Wisconsin
$261K +$259K +6,954 New
BRC
595
Bell Rock Capital
Delaware
$259K -$7.96K -214 -3%
CIC
596
Carnegie Investment Counsel
Ohio
$259K -$7.44K -200 -3%
GIM
597
Guild Investment Management
California
$259K +$257K +6,900 New
MC
598
Miles Capital
Iowa
$252K
CDH
599
Charles D. Hyman
$251K +$3.72K +100 +2%
BFWA
600
Benchmark Financial Wealth Advisors
Florida
$249K +$23.6K +634 +11%

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.