We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IndexIQ Advisors
New York
$17M +$10.5M +273,342 +164%
ICOA
52
Investment Centers of America
North Dakota
$16.2M +$1.29M +33,793 +9%
CBB
53
Citizens Business Bank
California
$15.7M +$15.3M +399,247 +6,524%
FAM
54
Flaharty Asset Management
Florida
$14.9M +$14.8M +386,424 New
MA
55
MUFG Americas
New York
$14.9M -$609K -15,937 -4%
QAM
56
QCI Asset Management
New York
$14.8M +$13.8M +361,168 +1,696%
Franklin Resources
57
Franklin Resources
California
$14.8M -$391K -10,225 -3%
NCM
58
Northside Capital Management
Oregon
$14.5M -$227K -5,940 -2%
BTS
59
BB&T Securities
Virginia
$14.5M -$1.69M -44,252 -11%
Capital Fund Management (CFM)
60
Capital Fund Management (CFM)
France
$14.4M -$2.52M -65,791 -15%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.1M -$11.9M -312,145 -46%
SFWA
62
Summit Financial Wealth Advisors
Louisiana
$14.1M +$821K +21,471 +6%
AG
63
Advisor Group
Arizona
$14M -$771K -20,153 -5%
CCG
64
Chatham Capital Group
Georgia
$13.9M +$922K +24,127 +7%
CTB
65
Country Trust Bank
Illinois
$13.6M +$4.54M +118,841 +51%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$13.5M +$198K +5,191 +2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$13.4M -$571K -14,936 -4%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$13.1M -$48.9K -1,278 -0.4%
WF
69
Welch & Forbes
Massachusetts
$12.9M +$1M +26,285 +9%
ACI
70
Alpha Cubed Investments
California
$12.7M +$4.52M +118,210 +56%
UCFA
71
United Capital Financial Advisors
Texas
$12.7M -$746K -19,524 -6%
DIP
72
DT Investment Partners
Pennsylvania
$12.4M +$779K +20,378 +7%
BMM
73
Berkshire Money Management
Massachusetts
$12.2M +$115K +3,011 +1%
IC
74
Intersect Capital
California
$12M -$2.15M -56,136 -15%
PAG
75
Private Advisor Group
New Jersey
$11.7M +$1.23M +32,065 +12%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.