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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

725 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, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
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
233
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$124M
2
Goldman Sachs
Goldman Sachs
New York
$165M
3
UBS Group
UBS Group
Switzerland
$176M
4
BlackRock
BlackRock
New York
$154M
5
Bank of America
Bank of America
North Carolina
$502M

Top Sellers

1
MFM
MD Financial Management
Ontario, Canada
$31.9M
2
PCM
Price Capital Management
Louisiana
$0
3
JPLA
Joseph P. Lucia & Associates
New York
$3.07M
4
Barclays
Barclays
United Kingdom
$12.1M
5
SAS
Sage Advisory Services
Texas
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
701
Gemmer Asset Management
California
$7K +$7K +200 New
MAM
702
Meeder Asset Management
Ohio
$6K – – –
CFA
703
Camarda Financial Advisors
Florida
$6K – – –
VRM
704
Vectors Research Management
New York
$6K – – –
HDIM
705
Hanson & Doremus Investment Management
Vermont
$6K +$6K +153 New
AIM
706
Anchor Investment Management
South Carolina
$5.53K – – –
HFM
707
Hartford Financial Management
Connecticut
$5K – – –
TFA
708
Toth Financial Advisory
Virginia
$5K – – –
SCA
709
Stonebridge Capital Advisors
Minnesota
$5K +$5K +125 New
WA
710
WestEnd Advisors
North Carolina
$4.72K +$1.44K +39 +44%
LF
711
Lee Financial
Texas
$4K – – –
LDFR
712
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
KFS
713
Kelly Financial Services
Massachusetts
$3.32K – – –
MWM
714
Meridian Wealth Management
Kentucky
$3.26K -$115 -313 -3%
SFA
715
Semmax Financial Advisors
North Carolina
$3K -$102K -3,079 -97%
LPWM
716
Lake Point Wealth Management
Texas
$3K – – –
GCM
717
Gables Capital Management
Florida
$3K – – –
BRWM
718
B. Riley Wealth Management
Tennessee
$2.62K +$1.21K +32,722 +85%
SFG
719
SevenBridge Financial Group
Pennsylvania
$2K – – –
TFA
720
Transamerica Financial Advisors
Florida
$2K +$2K +30 New
LGWM
721
Litman Gregory Wealth Management
California
$2K +$2K +64 New
APC
722
Aspire Private Capital
North Carolina
$1K -$126K -2,527 -99%
UB
723
UMB Bank
Missouri
$705 -$15 -414 -2%
CPIA
724
Cornell Pochily Investment Advisors
New York
$513 +$38 +1,033 +8%
WIM
725
Westside Investment Management
California
$443 +$443 +12,033 New
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