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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
IC
51
Intersect Capital
California
$19.2M +$1.14M +30,581 +6%
RC
52
Randolph Company
Ohio
$18.9M +$18.7M +503,008 New
CS
53
Credit Suisse
Switzerland
$18.9M +$18.7M +502,829 New
Barclays
54
Barclays
United Kingdom
$18.8M +$6.43M +172,687 +53%
HighTower Advisors
55
HighTower Advisors
Illinois
$18.6M +$10.4M +280,030 +130%
MML Investors Services
56
MML Investors Services
Massachusetts
$18.3M -$10.6M -284,083 -37%
UCFA
57
United Capital Financial Advisors
Texas
$18.3M +$3.6M +96,780 +25%
SF
58
Synovus Financial
Georgia
$18M -$286K -7,681 -2%
Cohen & Steers
59
Cohen & Steers
New York
$17.9M -$11.2M -299,695 -39%
Mariner
60
Mariner
Kansas
$17.5M +$3.01M +80,988 +21%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$16.7M +$79.1K +2,127 +0.5%
CBB
62
Citizens Business Bank
California
$16M -$78K -2,097 -0.5%
WBG
63
Wharton Business Group
Pennsylvania
$15M +$152K +4,085 +1%
MA
64
MUFG Americas
New York
$15M +$114K +3,071 +0.8%
ASN
65
Advisory Services Network
Georgia
$14.6M
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$14.6M -$8.46M -227,340 -37%
SAS
67
Sage Advisory Services
Texas
$14.3M -$2.06M -55,333 -13%
PAG
68
Private Advisor Group
New Jersey
$14.2M +$3.52M +94,518 +33%
HFA
69
High Falls Advisors
New York
$14.2M +$654K +17,580 +5%
BF
70
BOK Financial
Oklahoma
$14M +$2.18M +58,669 +19%
Creative Planning
71
Creative Planning
Kansas
$13.9M +$236K +6,334 +2%
AAS
72
Avantax Advisory Services
Texas
$13.9M +$1.04M +28,051 +8%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$13.8M +$5.82M +156,374 +74%
FHB
74
First Hawaiian Bank
Hawaii
$13.2M +$1.02M +27,354 +8%
WWM
75
Willingdon Wealth Management
North Carolina
$13.2M +$271K +7,293 +2%

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.