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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$50K
Barclays
602
Barclays
United Kingdom
$49K
PSUF
603
People's United Financial
Connecticut
$46K +$1.52K +39 +3%
SWA
604
Sutton Wealth Advisors
Florida
$44.9K
VCM
605
Versant Capital Management
Arizona
$41K +$584 +15 +1%
MWM
606
Mascoma Wealth Management
New Hampshire
$39K
LYV
607
Live Your Vision
Pennsylvania
$39K +$38.9K +1,000 New
Simplex Trading
608
Simplex Trading
Illinois
$36K -$305K -7,833 -89%
VNA
609
Valley National Advisers
Pennsylvania
$29K
BWP
610
Baldwin Wealth Partners
Massachusetts
$27K -$393K -10,100 -94%
RCG
611
Ruggie Capital Group
Florida
$25K +$25K +642 New
WA
612
WealthTrust-Arizona
Arizona
$21K
PCFFS
613
Pacific Center for Financial Services
California
$21K +$21.2K +546 New
HCM
614
Horrell Capital Management
Arkansas
$20K
MA
615
MCF Advisors
Kentucky
$20K
FAM
616
Flaharty Asset Management
Florida
$16.9K -$15M -385,992 -100%
MI
617
Markston International
New York
$16K
KIG
618
Kessler Investment Group
Indiana
$15K
APSP
619
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$195 +5 +1%
HI
620
Hudock Inc
Pennsylvania
$12K
PAI
621
Pittenger & Anderson Inc
Nebraska
$12K
PCP
622
Proficio Capital Partners
Massachusetts
$10K
SFG
623
SevenBridge Financial Group
Pennsylvania
$10K
TDC
624
Thompson Davis & Co
Virginia
$10K
CDIA
625
Capital Directions Investment Advisors
Georgia
$9K +$8.76K +225 New

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.