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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 241 increasing their positions, 268 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-13
Holders Change %
-1.85%
% of All Funds
15.82%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.94%
New
53
Increased
241
Reduced
268
Closed
62
Calls
$2.07M
Puts
$54.4M
Net Calls
-$52.4M
Net Calls Change
+$3.11M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$404M
2
Ameriprise
Ameriprise
Minnesota
$362M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$165M
4
UCFA
United Capital Financial Advisors
Texas
$34.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$90.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$73.7M
2
Goldman Sachs
Goldman Sachs
New York
$91.8M
3
Creative Planning
Creative Planning
Kansas
$164M
4
Jane Street
Jane Street
New York
$1.23M
5
HNB
Huntington National Bank
Ohio
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
701
Fagan Associates
New York
– -$681K -18,070 Closed
HCM
702
Hollencrest Capital Management
California
– -$670K -17,751 Closed
CCM
703
Canal Capital Management
Virginia
– -$649K -17,205 Closed
SFS
704
Sowell Financial Services
Arkansas
– -$618K -16,572 Closed
B
705
Bellecapital
Switzerland
– -$545K -14,440 Closed
OLA
706
Oliver Luxxe Assets
New Jersey
– -$457K -12,166 Closed
PFA
707
Pathway Financial Advisors
Vermont
– -$405K -10,731 Closed
CA
708
Cynosure Advisors
Utah
– -$398K -10,556 Closed
RCM
709
RB Capital Management
Nevada
– -$361K -9,577 Closed
GP
710
Geneva Partners
Wisconsin
– -$345K -9,140 Closed
HCA
711
Harbour Capital Advisors
Virginia
– -$311K -8,200 Closed
OMC
712
Old Mission Capital
Illinois
– -$305K -8,076 Closed
HL
713
HeadInvest LLC
Maine
– -$285K -7,556 Closed
BSW
714
Buckingham Strategic Wealth
Missouri
– -$273K -7,231 Closed
WIM
715
Westside Investment Management
California
– -$274K -7,224 Closed
Chevy Chase Trust
716
Chevy Chase Trust
Maryland
– -$272K -7,210 Closed
TA
717
TMD & Associates
Arizona
– -$268K -7,118 Closed
CIC
718
Carnegie Investment Counsel
Ohio
– -$266K -7,105 Closed
WP
719
WealthSource Partners
California
– -$258K -6,832 Closed
SAS
720
Stelac Advisory Services
New York
– -$245K -6,500 Closed
PAG
721
Pinnacle Advisory Group
Maryland
– -$218K -5,770 Closed
LFS
722
Legacy Financial Strategies
Kansas
– -$217K -5,763 Closed
LWM
723
Lyons Wealth Management
Florida
– -$212K -5,621 Closed
PFP
724
Pinnacle Financial Partners
Tennessee
– -$209K -5,540 Closed
WTB
725
Washington Trust Bank
Washington
– -$207K -5,500 Closed
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