PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$395M
2
Ameriprise
Ameriprise
Minnesota
+$38.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34M
4
UCFA
United Capital Financial Advisors
Texas
+$28.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$145M
2
Goldman Sachs
Goldman Sachs
New York
-$127M
3
Creative Planning
Creative Planning
Kansas
-$78.9M
4
Jane Street
Jane Street
New York
-$21.3M
5
HNB
Huntington National Bank
Ohio
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
601
Gradient Investments
Minnesota
$85K +$3.71K +100 +5%
SSB
602
Sandy Spring Bank
Maryland
$81K +$81K +2,178 New
KF
603
Krilogy Financial
Missouri
$81K +$81K +2,180 New
QAM
604
QCI Asset Management
New York
$76K -$1.3K -35 -2%
WEC
605
Winslow Evans & Crocker
Massachusetts
$76K +$3.65K +98 +5%
PSC
606
Prentiss Smith & Co
Vermont
$74K – – –
CAG
607
Csenge Advisory Group
Florida
$72K +$72K +2,029 New
CFA
608
Camarda Financial Advisors
Florida
$69K -$11K -294 -14%
CCM
609
Cribstone Capital Management
Maine
$66K – – –
AWM
610
AllSquare Wealth Management
New York
$65K – – –
AC
611
Avestar Capital
New York
$62K – – –
BFEC
612
Benjamin F. Edwards & Company
Missouri
$61K -$18.9K -508 -24%
AAP
613
Arax Advisory Partners
Colorado
$58K -$72.9K -1,965 -56%
FGAM
614
Financial Gravity Asset Management
Texas
$58K +$3.56K +99 +7%
PGWM
615
Parisi Gray Wealth Management
New Jersey
$57K – – –
ACS
616
Archford Capital Strategies
Illinois
$56K – – –
MCM
617
Monument Capital Management
Virginia
$56K +$56K +1,500 New
TSW
618
Thompson Siegel & Walmsley
Virginia
$52K – – –
MWPCG
619
Measured Wealth Private Client Group
New Hampshire
$50K +$50K +1,350 New
VFA
620
Valeo Financial Advisors
Indiana
$43K -$18.3K -500 -30%
SFC
621
SYM Financial Corp
Indiana
$40K – – –
HR
622
Howe & Rusling
New York
$40K – – –
MSA
623
Marino Stram & Associates
Massachusetts
$39K – – –
LWS
624
Lucia Wealth Services
California
$38K – – –
PK
625
Pflug Koory
Nebraska
$37K +$522 +14 +1%
23 24
25
26 27