We are live on ! Find out more
PFF icon

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
AWMS
676
Advocacy Wealth Management Services
Georgia
$15K
MI
677
Markston International
New York
$15K
APSP
678
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$230 +6 +2%
AWM
679
Avior Wealth Management
Nebraska
$15K +$15.1K +392 New
KIG
680
Kessler Investment Group
Indiana
$14K
TFO
681
Tarbox Family Office
California
$13K +$13.2K +345 New
HWM
682
Holloway Wealth Management
Florida
$12K
PS
683
Portfolio Solutions
Michigan
$12K
PRS
684
Pinkerton Retirement Specialists
Idaho
$12K +$11.7K +304 New
TF
685
Tompkins Financial
New York
$12K +$11.7K +305 New
PAI
686
Pittenger & Anderson Inc
Nebraska
$11K
SWA
687
Sutton Wealth Advisors
Florida
$10.1K -$33.9K -882 -77%
TDC
688
Thompson Davis & Co
Virginia
$10K
WCAMG
689
Woodard & Company Asset Management Group
North Carolina
$10K +$9.6K +250 New
RWG
690
Regal Wealth Group
California
$10K +$9.94K +259 New
CDIA
691
Capital Directions Investment Advisors
Georgia
$9K
SFG
692
SevenBridge Financial Group
Pennsylvania
$9K
WCM
693
Whitener Capital Management
North Carolina
$9K +$9.6K +250 New
TFA
694
Toth Financial Advisory
Virginia
$8K +$8.29K +216 New
QI
695
QS Investors
New York
$7K -$77.1M -2,008,339 -100%
GT
696
Glenmede Trust
Pennsylvania
$7K -$769K -20,035 -99%
YWP
697
YorkBridge Wealth Partners
New York
$7K +$422 +11 +6%
PCA
698
Providence Capital Advisors
North Carolina
$7K +$6.91K +180 New
MAM
699
Meeder Asset Management
Ohio
$6K -$53.9K -1,405 -90%
HIIFS
700
Harel Insurance Investments & Financial Services
Israel
$5K

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.