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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
MSWM
726
Mader & Shannon Wealth Management
Missouri
-$4.7M -121,011 Closed
IWA
727
IBEX Wealth Advisors
New Jersey
-$4.01M -104,631 Closed
TCM
728
Towercrest Capital Management
Pennsylvania
-$3.39M -87,416 Closed
NPC
729
National Planning Corporation
California
-$2.71M -69,803 Closed
HFS
730
HL Financial Services
Kentucky
-$1.26M -32,492 Closed
MIM
731
Marco Investment Management
Georgia
-$1.01M -25,938 Closed
GC
732
Guggenheim Capital
Illinois
-$908K -23,397 Closed
I2I
733
Insight 2811 Inc
Illinois
-$878K -22,630 Closed
GI
734
Glovista Investments
New Jersey
-$806K -20,740 Closed
RCM
735
Robinson Capital Management
Michigan
-$794K -20,450 Closed
MWM
736
Merriman Wealth Management
Washington
-$763K -19,648 Closed
HPC
737
HM Payson & Co
Maine
-$661K -17,025 Closed
DT
738
Diversified Trust
Tennessee
-$557K -14,360 Closed
SG Americas Securities
739
SG Americas Securities
New York
-$490K -12,620 Closed
IFAM
740
Institutional & Family Asset Management
Colorado
-$409K -10,550 Closed
GCM
741
Glaxis Capital Management
Florida
-$376K -9,700 Closed
Neuberger Berman Group
742
Neuberger Berman Group
New York
-$375K -9,663 Closed
IFWM
743
Institute for Wealth Management
Colorado
-$312K -8,038 Closed
WP
744
WealthPLAN Partners
Nebraska
-$290K -7,480 Closed
LWA
745
Lenox Wealth Advisors
New York
-$288K -7,424 Closed
YP
746
Yellowstone Partners
Idaho
-$285K -7,335 Closed
DWM
747
Darwin Wealth Management
Florida
-$241K -6,206 Closed
IIC
748
Ironwood Investment Counsel
Arizona
-$233K -6,006 Closed
HF
749
HRT Financial
New York
-$232K -5,991 Closed
FHA
750
Flagship Harbor Advisors
Massachusetts
-$220K -5,772 Closed

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.