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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
IP
601
Intellectus Partners
California
$207K +$586 +16 +0.3%
FNBOH
602
First National Bank of Hutchinson
Kansas
$204K +$200K +5,449 New
DWT
603
Dorsey & Whitney Trust
South Dakota
$202K
SCP
604
Silverleafe Capital Partners
Tennessee
$202K +$201K +5,494 New
TA
605
Tiedemann Advisors
New York
$201K +$199K +5,433 New
RFA
606
Reilly Financial Advisors
California
$199K -$6.23K -170 -3%
OC
607
Oakworth Capital
Alabama
$198K -$91.5K -2,497 -32%
FCA
608
FinTrust Capital Advisors
South Carolina
$196K
LWM
609
Liberty Wealth Management
California
$194K +$35.7K +975 +23%
Daiwa Securities Group
610
Daiwa Securities Group
Japan
$184K +$183K +5,000 New
SIA
611
SeaBridge Investment Advisors
New Jersey
$183K -$7.33K -200 -4%
EWM
612
Executive Wealth Management
Michigan
$182K -$73 -2 -0%
BWM
613
BerganKDV Wealth Management
Minnesota
$178K +$13.3K +364 +8%
KPCM
614
Kings Point Capital Management
New York
$173K +$39.1K +1,067 +29%
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$171K
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
$168K -$148K -4,044 -47%
SFSIG
617
San Francisco Sentry Investment Group
California
$161K +$160K +4,360 New
FHA
618
Flagship Harbor Advisors
Massachusetts
$157K -$19.3K -528 -11%
AIM
619
Advantage Investment Management
Iowa
$154K -$14.7K -400 -9%
HAM
620
Highstreet Asset Management
Ontario, Canada
$149K
QCIG
621
Quad-Cities Investment Group
Iowa
$148K +$7.62K +208 +5%
ESB
622
Essex Savings Bank
Connecticut
$141K +$19.2K +525 +16%
CTB
623
Country Trust Bank
Illinois
$133K -$246K -6,715 -65%
DAC
624
Dividend Assets Capital
South Carolina
$127K +$127K +3,458 New
JHCP
625
Jackson Hole Capital Partners
Oklahoma
$121K +$120K +3,284 New

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.