We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
676
Hudock Inc
Pennsylvania
$20K +$5.02K +137 +34%
FGAM
677
Financial Gravity Asset Management
Texas
$19K -$38.3K -1,044 -67%
FMP
678
Financial Management Professionals
Texas
$18K
HCM
679
Horrell Capital Management
Arkansas
$18K
TFS
680
TrustCore Financial Services
Tennessee
$18K
RFM
681
Royal Fund Management
Florida
$18K +$18.8K +513 New
WCM
682
Wealthcare Capital Management
Virginia
$17K
APSP
683
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K +$220 +6 +1%
WAM
684
Wolverine Asset Management
Illinois
$16K +$16K +437 New
DWM
685
Doyle Wealth Management
Florida
$16K +$16.4K +447 New
TSW
686
Thompson Siegel & Walmsley
Virginia
$15K
HI
687
Human Investing
Oregon
$13K
THWM
688
Taylor Hoffman Wealth Management
Virginia
$13K
GWMIA
689
Global Wealth Management Investment Advisory
Florida
$12K -$48.3K -1,317 -80%
VCM
690
Versant Capital Management
Arizona
$11K -$179K -4,875 -94%
PAI
691
Pittenger & Anderson Inc
Nebraska
$11K
SFSG
692
Stearns Financial Services Group
North Carolina
$11K +$11K +300 New
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$10K
VCM
694
Vigilant Capital Management
Maine
$10K +$10.4K +283 New
QAM
695
QCI Asset Management
New York
$9K -$57K -1,555 -86%
PCA
696
Providence Capital Advisors
North Carolina
$9K +$2.56K +70 +39%
QI
697
QS Investors
New York
$8K -$2.9K -79 -28%
AIL
698
AGF Investments LLC
Ontario, Canada
$8K
RWA
699
Redhawk Wealth Advisors
Minnesota
$8K +$7.7K +210 New
BA
700
Belvedere Advisors
California
$7K -$77.6K -2,119 -92%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.