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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
PSUF
601
People's United Financial
Connecticut
$43K +$2.26K +59 +6%
VCM
602
Versant Capital Management
Arizona
$40K +$382 +10 +1%
MWM
603
Mascoma Wealth Management
New Hampshire
$39K
TCOV
604
Trust Company of Vermont
Vermont
$35K
VNA
605
Valley National Advisers
Pennsylvania
$28K
TIM
606
Tortoise Investment Management
New York
$25K +$24.3K +636 New
WA
607
WealthTrust-Arizona
Arizona
$21K
MA
608
MCF Advisors
Kentucky
$19K -$312K -8,149 -94%
HCM
609
Horrell Capital Management
Arkansas
$19K
CPP
610
Crow Point Partners
Massachusetts
$19K +$18.7K +490 New
APSP
611
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K -$841 -22 -5%
KIG
612
Kessler Investment Group
Indiana
$15K
MI
613
Markston International
New York
$15K
HI
614
Hudock Inc
Pennsylvania
$12K
PAI
615
Pittenger & Anderson Inc
Nebraska
$12K
PCP
616
Proficio Capital Partners
Massachusetts
$10K -$38.2K -1,000 -79%
TDC
617
Thompson Davis & Co
Virginia
$10K
SFG
618
SevenBridge Financial Group
Pennsylvania
$9K -$19.3K -505 -68%
GBBWRPM
619
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K -$15.3K -400 -67%
YWP
620
YorkBridge Wealth Partners
New York
$6K -$2.79K -73 -31%
PK
621
Pflug Koory
Nebraska
$6K
SLF
622
Sun Life Financial
Ontario, Canada
$6K +$8.87K +232 New
AIM
623
Anchor Investment Management
South Carolina
$5.8K +$5.74K +150 New
IWM
624
IHT Wealth Management
Illinois
$5K -$43.9K -1,148 -97%
LF
625
Lee Financial
Texas
$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.