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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
651
Financial Gravity Companies
Texas
$46K +$46.6K +1,215 New
HR
652
Howe & Rusling
New York
$41K -$19.2K -500 -31%
SFC
653
SYM Financial Corp
Indiana
$41K +$41.4K +1,079 New
MOS
654
MGO One Seven
Ohio
$41K +$41.7K +1,086 New
MWM
655
Mascoma Wealth Management
New Hampshire
$37K
TC
656
Trust Company
Kansas
$35K +$34.9K +909 New
FPB
657
First PREMIER Bank
South Dakota
$33K +$3.72K +97 +13%
FFW
658
Fusion Family Wealth
New York
$32K -$40.7K -1,060 -55%
MCM
659
Manchester Capital Management
Vermont
$30K
VNA
660
Valley National Advisers
Pennsylvania
$28K
FPFS
661
First Personal Financial Services
North Carolina
$28K +$27.8K +725 New
CCM
662
Covington Capital Management
California
$26K +$461 +12 +2%
BBA
663
Braun-Bostich & Associates
Pennsylvania
$25K +$25.7K +669 New
PCFFS
664
Pacific Center for Financial Services
California
$21K
HI
665
Hudock Inc
Pennsylvania
$21K +$9.79K +255 +80%
WA
666
WealthTrust-Arizona
Arizona
$20K
BBPWM
667
Blue Bell Private Wealth Management
Pennsylvania
$19K -$5.76K -150 -23%
HCM
668
Horrell Capital Management
Arkansas
$19K
TCM
669
Tradewinds Capital Management
Washington
$19K +$19.2K +500 New
WCM
670
Wealthcare Capital Management
Virginia
$18K
PCP
671
Proficio Capital Partners
Massachusetts
$18K +$8.06K +210 +79%
SP
672
SWS Partners
Ohio
$18K +$18.4K +480 New
BWL
673
Bogart Wealth LLC
Virginia
$17K
FFG
674
Ford Financial Group
California
$16K +$16.3K +424 New
RPC
675
Rossmore Private Capital
Connecticut
$15.2K +$15.4K +400 New

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.