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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
701
SeaBridge Investment Advisors
New Jersey
$24K -$161K -4,320 -87%
HR
702
Howe & Rusling
New York
$22K
CPA
703
Capital Planning Advisors
California
$21K +$21K +565 New
FMP
704
Financial Management Professionals
Texas
$19K
HCM
705
Horrell Capital Management
Arkansas
$19K
TFS
706
TrustCore Financial Services
Tennessee
$19K
WCM
707
Wealthcare Capital Management
Virginia
$17K
AIL
708
AGF Investments LLC
Ontario, Canada
$17K +$9.23K +248 +119%
APSP
709
Asset Planning Services (Pennsylvania)
Pennsylvania
$16K +$186 +5 +1%
TSW
710
Thompson Siegel & Walmsley
Virginia
$15K
HI
711
Human Investing
Oregon
$14K
THWM
712
Taylor Hoffman Wealth Management
Virginia
$13K
CAGAS
713
Capital Advisory Group Advisory Services
Minnesota
$13K +$2.94K +79 +30%
PCA
714
Providence Capital Advisors
North Carolina
$12K +$2.98K +80 +32%
SIAS
715
Shine Investment Advisory Services
Colorado
$12K +$11.8K +318 New
GWMIA
716
Global Wealth Management Investment Advisory
Florida
$11K -$1.12K -30 -9%
VCM
717
Versant Capital Management
Arizona
$11K
VCM
718
Vigilant Capital Management
Maine
$11K
HFM
719
Hartford Financial Management
Connecticut
$11K +$4.99K +134 +90%
HCA
720
Horan Capital Advisors
Ohio
$11K +$11.2K +300 New
FGAM
721
Financial Gravity Asset Management
Texas
$8K -$11.1K -299 -58%
QI
722
QS Investors
New York
$8K -$298 -8 -4%
GAM
723
Gemmer Asset Management
California
$8K
MI
724
Markston International
New York
$8K
TAIM
725
TD Ameritrade Investment Management
Nebraska
$8K +$8.11K +218 New

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.