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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$149M
3
FIA
3
Foundations Investment Advisors
Arizona
$40.3M
4
DF
4
Donoghue Forlines
Massachusetts
$42.4M
5
CL
5
Cabana LLC
Arkansas
$24.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.4M
2
Creative Planning
2
Creative Planning
Kansas
$13.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.2M
4
Bank of America
4
Bank of America
North Carolina
$444M
5
WBG
5
Wharton Business Group
Pennsylvania
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
51
Intersect Capital
California
$15.6M -$463K -13,515 -3%
Stifel Financial
52
Stifel Financial
Missouri
$14.9M -$3.1M -90,677 -17%
CBB
53
Citizens Business Bank
California
$14.2M -$3.48M -101,779 -20%
Goldman Sachs
54
Goldman Sachs
New York
$14.2M -$70.4M -2,057,431 -83%
WF
55
Welch & Forbes
Massachusetts
$14.2M -$3.43M -100,320 -20%
MA
56
MUFG Americas
New York
$13.5M -$1.75M -51,235 -11%
Creative Planning
57
Creative Planning
Kansas
$13.3M -$138M -4,020,892 -91%
ST
58
Smithfield Trust
Pennsylvania
$13.1M -$2.35M -68,533 -15%
WBG
59
Wharton Business Group
Pennsylvania
$13M -$41.4M -1,209,232 -76%
PI
60
PFS Investments
Georgia
$12.8M +$3.28M +93,262 +34%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$12.7M -$1.57M -45,931 -11%
APP
62
Avantax Planning Partners
Iowa
$12.6M +$12M +351,756 +2,007%
SPC
63
Sigma Planning Corp
Michigan
$12.1M -$4.51M -131,798 -27%
PWM
64
Patriot Wealth Management
Texas
$11.7M +$139K +4,062 +1%
FA
65
FDx Advisors
Illinois
$11.7M +$346K +10,118 +3%
HNB
66
Huntington National Bank
Ohio
$11.2M -$18.3M – –
ANTB
67
AMG National Trust Bank
Colorado
$11.1M -$387K -11,292 -3%
WWM
68
Willingdon Wealth Management
North Carolina
$11.1M +$1.96M +57,212 +21%
DJSG
69
D.J. St. Germain
Massachusetts
$10.9M -$2.23M -65,073 -17%
VWM
70
Venturi Wealth Management
Texas
$10.9M +$10.9M +314,330 New
FHB
71
First Hawaiian Bank
Hawaii
$10.5M +$1.86M +54,362 +21%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$10.4M -$362M -10,568,318 -97%
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$10.3M +$10.3M +301,008 New
HighTower Advisors
74
HighTower Advisors
Illinois
$9.88M +$3.1M +90,633 +46%
FBB
75
Fulton Breakefield Broenniman
Maryland
$9.7M -$1.46M -42,737 -13%
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