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iShares Preferred and Income Securities ETF

726 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, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
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
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Smithfield Trust
Pennsylvania
$17.2M +$999K +27,275 +6%
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$16.4M +$1.09M +29,647 +7%
SAS
53
Sage Advisory Services
Texas
$16.1M -$16.4M -447,469 -51%
CBB
54
Citizens Business Bank
California
$15.8M -$8.9K -243 -0.1%
ASN
55
Advisory Services Network
Georgia
$14.6M +$6.35M +173,219 +77%
MA
56
MUFG Americas
New York
$14.6M +$245K +6,675 +2%
WBG
57
Wharton Business Group
Pennsylvania
$14.6M +$176K +4,790 +1%
UCFA
58
United Capital Financial Advisors
Texas
$14.4M -$3.33M -90,856 -19%
Mariner
59
Mariner
Kansas
$14.2M -$815K -22,245 -5%
FA
60
FDx Advisors
Illinois
$13.7M -$382K -10,435 -3%
LCM
61
LDR Capital Management
New York
$13.6M -$81.7K -2,229 -0.6%
Creative Planning
62
Creative Planning
Kansas
$13.5M -$301K -8,207 -2%
HFA
63
High Falls Advisors
New York
$13.3M +$534K +14,575 +4%
Stifel Financial
64
Stifel Financial
Missouri
$12.7M -$8.17K -223 -0.1%
WWM
65
Willingdon Wealth Management
North Carolina
$12.7M +$362K +9,881 +3%
CFGS
66
Concourse Financial Group Securities
Alabama
$12.6M -$788K -21,516 -6%
AAS
67
Avantax Advisory Services
Texas
$12.6M +$867K +23,675 +7%
ANTB
68
AMG National Trust Bank
Colorado
$12.2M -$227K -6,185 -2%
Barclays
69
Barclays
United Kingdom
$12.1M -$26.9M -735,269 -69%
FHB
70
First Hawaiian Bank
Hawaii
$12M +$309K +8,439 +3%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$11.8M +$984K +26,868 +9%
BF
72
BOK Financial
Oklahoma
$11.5M +$1.8M +49,245 +19%
BAM
73
Brave Asset Management
New Jersey
$11.4M +$1.08M +29,563 +11%
HNB
74
Huntington National Bank
Ohio
$11.3M
FHA
75
First Horizon Advisors
Tennessee
$10.6M +$505K +13,778 +5%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.