We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$19M -$580K -15,102 -3%
WF
52
Welch & Forbes
Massachusetts
$18.5M +$2.16M +56,145 +13%
UCFA
53
United Capital Financial Advisors
Texas
$18.1M +$220K +5,728 +1%
FA
54
FDx Advisors
Illinois
$17.2M +$58.7K +1,529 +0.3%
AG
55
Advisor Group
Arizona
$17.2M +$2.21M +57,584 +15%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$17.1M -$1.86M -48,549 -10%
IC
57
Intersect Capital
California
$16.4M +$59.1K +1,539 +0.4%
MA
58
MUFG Americas
New York
$16M +$390K +10,166 +2%
SF
59
Synovus Financial
Georgia
$15.3M +$1.24M +32,343 +9%
BAM
60
Brave Asset Management
New Jersey
$14.7M -$520K -13,546 -3%
Franklin Resources
61
Franklin Resources
California
$14.4M -$838K -21,816 -5%
NCM
62
Northside Capital Management
Oregon
$14.3M -$50.9K -1,325 -0.4%
MP
63
Manifold Partners
California
$14.2M +$2.23M +58,078 +18%
SPC
64
Sigma Planning Corp
Michigan
$13.9M +$1.37M +35,734 +11%
WWM
65
Willingdon Wealth Management
North Carolina
$13.5M +$1.65M +42,943 +14%
Millennium Management
66
Millennium Management
New York
$13.3M +$7.93M +206,658 +144%
UIC
67
Uniplan Investment Counsel
Wisconsin
$13.3M -$542K -14,109 -4%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$13M -$304K -7,907 -2%
EWM
69
Edge Wealth Management
New York
$12.6M +$395K +10,300 +3%
CCG
70
Chatham Capital Group
Georgia
$12.5M -$432K -11,250 -3%
SPIA
71
Strategic Point Investment Advisors
Rhode Island
$12.5M -$593K -15,449 -4%
HFA
72
High Falls Advisors
New York
$12.2M +$641K +16,689 +5%
FBB
73
Fulton Breakefield Broenniman
Maryland
$12.2M +$869K +22,626 +8%
RWM
74
Ritholtz Wealth Management
New York
$12.1M -$177K -4,607 -1%
PWM
75
Patriot Wealth Management
Texas
$11.7M +$107K +2,777 +0.9%

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.