We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
651
Old Second National Bank of Aurora
Illinois
$147K -$27.9K -750 -16%
DAC
652
Dividend Assets Capital
South Carolina
$130K
CTB
653
Country Trust Bank
Illinois
$129K -$6.33K -170 -5%
SCA
654
Stonebridge Capital Advisors
Minnesota
$125K +$120K +3,216 +2,573%
JHCP
655
Jackson Hole Capital Partners
Oklahoma
$123K
PW
656
Price Wealth
Texas
$121K +$120K +3,219 New
MRCM
657
M&R Capital Management
New Jersey
$116K
DOA
658
D'Orazio & Associates
Virginia
$115K
WCM
659
Whitener Capital Management
North Carolina
$114K +$13.7K +368 +14%
CH
660
Canton Hathaway
Rhode Island
$113K -$4.76K -128 -4%
BEAM
661
Baker Ellis Asset Management
Washington
$113K
VFA
662
Valeo Financial Advisors
Indiana
$106K +$3.35K +90 +3%
PCTC
663
Perkins Coie Trust Company
Washington
$105K
GWAG
664
Garrett Wealth Advisory Group
Texas
$98.8K +$97.9K +2,631 New
ETI
665
Enterprise Trust & Investment
California
$95K
EW
666
Evoke Wealth
California
$93.8K +$93K +2,499 New
CFD
667
Creative Financial Designs
Indiana
$90K -$13.4K -360 -13%
Kayne Anderson Rudnick Investment Management
668
Kayne Anderson Rudnick Investment Management
California
$87K +$25.2K +678 +41%
GI
669
Gradient Investments
Minnesota
$85K
AWM
670
AllSquare Wealth Management
New York
$82K
WEC
671
Winslow Evans & Crocker
Massachusetts
$82K +$16.8K +452 +26%
TJHA
672
Thomas J. Herzfeld Advisors
Florida
$75K
PO
673
Private Ocean
California
$71K
BFEC
674
Benjamin F. Edwards & Company
Missouri
$70K +$5.73K +154 +9%
FRA
675
Front Row Advisors
California
$69K -$11.9K -321 -15%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.