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iShares Preferred and Income Securities ETF

705 hedge funds and large institutions have $5.94B invested in iShares Preferred and Income Securities ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 237 increasing their positions, 283 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 50

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1.41% more ownership

Funds ownership: 34.67%36.07% (+1.4%)

3% more capital invested

Capital invested by funds: $5.77B → $5.94B (+$164M)

0% more funds holding

Funds holding: 704705 (+1)

16% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 283

92% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $60.1M

Holders
705
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
16.14%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
1.1%
New
57
Increased
237
Reduced
283
Closed
50
Calls
$4.61M
Puts
$60.1M
Net Calls
-$55.5M
Net Calls Change
-$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
651
Financial Management Professionals
Texas
$19K
FFW
652
Fusion Family Wealth
New York
$19K
HCM
653
Horrell Capital Management
Arkansas
$19K
IWP
654
Icon Wealth Partners
Texas
$19K +$19.2K +516 New
WCM
655
Wealthcare Capital Management
Virginia
$18K
CA
656
Centerpoint Advisors
Massachusetts
$17K +$16.6K +447 New
SFSIG
657
San Francisco Sentry Investment Group
California
$16K -$37.2K -1,000 -71%
FMII
658
Farmers & Merchants Investments Inc
Nebraska
$16K +$16.2K +434 New
MCM
659
Mainstay Capital Management
Michigan
$15K -$104K -2,800 -88%
AWMS
660
Advocacy Wealth Management Services
Georgia
$15K
AWM
661
Avior Wealth Management
Nebraska
$15K
LNB
662
Ledyard National Bank
$15K
APSP
663
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$223 +6 +1%
KL
664
KWMG LLC
Kansas
$15K +$15K +403 New
BBPWM
665
Blue Bell Private Wealth Management
Pennsylvania
$14K -$4.84K -130 -26%
CAL
666
Capital Analysts LLC
Pennsylvania
$14K
KIG
667
Kessler Investment Group
Indiana
$14K
KCPG
668
Kavar Capital Partners Group
Kansas
$13K -$74.5K -2,000 -85%
BWL
669
Bogart Wealth LLC
Virginia
$12K -$4.39K -118 -26%
BWM
670
BerganKDV Wealth Management
Minnesota
$12K +$12.1K +325 New
PAI
671
Pittenger & Anderson Inc
Nebraska
$11K
CAGAS
672
Capital Advisory Group Advisory Services
Minnesota
$10K
QI
673
QS Investors
New York
$10K
RWG
674
Regal Wealth Group
California
$10K
GBBWRPM
675
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K +$112 +3 +1%

PFF Hedge Fund Activity: Q2 2018 in Review

705 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2018, worth a combined $5.94B — up 2.8% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PFF positions and 50 closed out — a net gain of 7 holders — while 237 added to existing stakes and 283 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $219M. The largest seller was Creative Planning, cutting an estimated $60.3M.

  • 705 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2018, up from 704 in Q1 2018.
  • Funds reported $5.94B of iShares Preferred and Income Securities ETF stock for Q2 2018, up 2.8% quarter-over-quarter.
  • 57 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2018 and 50 closed out, a net change of +7 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2018 was Cohen & Steers, an estimated $219M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2018 was Creative Planning, an estimated $60.3M sold.

Based on aggregated 13F filings for Q2 2018.