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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.4M
2
Creative Planning
Creative Planning
Kansas
$13.3M
3
Goldman Sachs
Goldman Sachs
New York
$14.2M
4
Bank of America
Bank of America
North Carolina
$444M
5
WBG
Wharton Business Group
Pennsylvania
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
726
Summit X LLC
Missouri
– -$437K -11,652 Closed
IFWM
727
Institute for Wealth Management
Colorado
– -$418K -11,097 Closed
EWF
728
Epstein & White Financial
California
– -$398K -10,902 Closed
VC
729
Vicus Capital
Pennsylvania
– -$392K -10,557 Closed
ICA
730
Infrastructure Capital Advisors
New York
– -$372K -10,015 Closed
PAM
731
Private Asset Management
California
– -$371K -10,000 Closed
BBA
732
BLB&B Advisors
Pennsylvania
– -$340K -9,166 Closed
SCA
733
Stillwater Capital Advisors
Pennsylvania
– -$332K -8,940 Closed
CBN
734
Cadence Bank NA
Texas
– -$330K -8,879 Closed
FG
735
Fiduciary Group
Georgia
– -$318K -8,570 Closed
RTS
736
Round Table Services
New Jersey
– -$304K -8,190 Closed
F
737
F3Logic
Minnesota
– -$290K -7,832 Closed
FWCM
738
Ferguson Wellman Capital Management
Oregon
– -$285K -7,680 Closed
TSWM
739
Triangle Securities Wealth Management
North Carolina
– -$284K -7,659 Closed
TIA
740
Tiemann Investment Advisors
California
– -$279K -7,525 Closed
GJIC
741
Gamble Jones Investment Counsel
California
– -$262K -7,063 Closed
KP
742
Keel Point
Alabama
– -$262K -7,043 Closed
CAMG
743
CWA Asset Management Group
Florida
– -$259K -6,963 Closed
DBRC
744
D.B. Root & Company
Pennsylvania
– -$250K -6,738 Closed
PFM
745
Probabilities Fund Management
New York
– -$250K -6,725 Closed
CBU
746
CIBC Bank USA
Illinois
– -$246K -6,600 Closed
RC
747
RegentAtlantic Capital
New Jersey
– -$240K -6,475 Closed
OAM
748
Occidental Asset Management
California
– -$225K -6,052 Closed
PI
749
Parkside Investments
Illinois
– -$222K -6,000 Closed
WJA
750
Williams Jones & Associates
New York
– -$223K -6,000 Closed
28 29
30
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