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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
MI
701
Markston International
New York
$7K
GAM
702
Gemmer Asset Management
California
$7K +$7.33K +200 New
CFA
703
Camarda Financial Advisors
Florida
$6K
MAM
704
Meeder Asset Management
Ohio
$6K
VRM
705
Vectors Research Management
New York
$6K
HDIM
706
Hanson & Doremus Investment Management
Vermont
$6K +$5.61K +153 New
AIM
707
Anchor Investment Management
South Carolina
$5.53K
HFM
708
Hartford Financial Management
Connecticut
$5K
TFA
709
Toth Financial Advisory
Virginia
$5K
SCA
710
Stonebridge Capital Advisors
Minnesota
$5K +$4.58K +125 New
WA
711
WestEnd Advisors
North Carolina
$4.72K +$1.43K +39 +44%
LF
712
Lee Financial
Texas
$4K
LDFR
713
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
KFS
714
Kelly Financial Services
Massachusetts
$3.32K
MWM
715
Meridian Wealth Management
Kentucky
$3.26K -$11.5K -313 -3%
SFA
716
Semmax Financial Advisors
North Carolina
$3K -$113K -3,079 -97%
GCM
717
Gables Capital Management
Florida
$3K
LPWM
718
Lake Point Wealth Management
Texas
$3K
BRWM
719
B. Riley Wealth Management
Tennessee
$2.62K +$1.2M +32,722 +85%
SFG
720
SevenBridge Financial Group
Pennsylvania
$2K
TFA
721
Transamerica Financial Advisors
Florida
$2K +$1.1K +30 New
LGWM
722
Litman Gregory Wealth Management
California
$2K +$2.35K +64 New
APC
723
Aspire Private Capital
North Carolina
$1K -$92.6K -2,527 -99%
UB
724
UMB Bank
Missouri
$705 -$15.2K -414 -2%
CPIA
725
Cornell Pochily Investment Advisors
New York
$513 +$37.9K +1,033 +8%

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.