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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
VNA
651
VNBTrust National Association
Virginia
-$234K -6,034 Closed
WCM
652
Windham Capital Management
Massachusetts
-$225K -5,812 Closed
NFG
653
Nations Financial Group
Iowa
-$204K -5,266 Closed
ACP
654
Aveo Capital Partners
Colorado
-$204K -5,263 Closed
AII
655
AGF Investments Inc
Ontario, Canada
-$193K -4,997 Closed
AA
656
Apriem Advisors
California
-$170K -4,400 Closed
FPS
657
Fieldpoint Private Securities
Connecticut
-$139K -3,600 Closed
CGT
658
Capital Guardian Trust
California
-$116K -3,000 Closed
MAS
659
Madden Advisory Services
Florida
-$109K -2,840 Closed
HA
660
Harfst & Associates
Wyoming
-$109K -2,820 Closed
VIA
661
Vantage Investment Advisors
Pennsylvania
-$76K -1,966 Closed
AWM
662
AllSquare Wealth Management
New York
-$73K -1,892 Closed
TFO
663
Tarbox Family Office
California
-$62K -1,591 Closed
TIM
664
Tortoise Investment Management
New York
-$25K -636 Closed
GBBWRPM
665
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$8K -200 Closed
PK
666
Pflug Koory
Nebraska
-$6K -127 Closed
LWM
667
Lenox Wealth Management
Ohio
-$4K -101 Closed
CPA
668
Clear Perspective Advisors
Illinois
-$2K -55 Closed
AIA
669
Armor Investment Advisors
North Carolina
-$1K -17 Closed

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.