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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
IWA
751
Intercontinental Wealth Advisors
Texas
-$214K -5,523 Closed
MPI
752
Mairs & Power Inc
Minnesota
-$213K -5,500 Closed
SM
753
Sciencast Management
New Jersey
-$203K -5,320 Closed
SCM
754
SOL Capital Management
Maryland
-$204K -5,250 Closed
AL
755
Aspiriant LLC
California
-$204K -5,245 Closed
RMAM
756
Raab & Moskowitz Asset Management
New Jersey
-$201K -5,236 Closed
Chevy Chase Trust
757
Chevy Chase Trust
Maryland
-$202K -5,210 Closed
PWP
758
Private Wealth Partners
California
-$202K -5,200 Closed
BC
759
Barnett & Company
Tennessee
-$149K -3,850 Closed
DZ Bank
760
DZ Bank
Germany
-$120K -3,100 Closed
BP
761
Ballentine Partners
Massachusetts
-$104K -2,680 Closed
Simplex Trading
762
Simplex Trading
Illinois
-$83K -2,153 Closed
IDBONY
763
Israel Discount Bank of New York
New York
-$66K -1,700 Closed
AF
764
Arrow Financial
New York
-$66K -1,695 Closed
PWM
765
Perigon Wealth Management
California
-$41K -1,045 Closed
LYV
766
Live Your Vision
Pennsylvania
-$39K -1,000 Closed
LCM
767
Liberty Capital Management
Michigan
-$32K -836 Closed
BWP
768
Baldwin Wealth Partners
Massachusetts
-$27K -700 Closed
HCA
769
Horan Capital Advisors
Ohio
-$20K -521 Closed
MA
770
MCF Advisors
Kentucky
-$19K -500 Closed
CP
771
Corbenic Partners
Pennsylvania
-$16.6K -432 -100%
MWM
772
MinichMacGregor Wealth Management
New York
-$5K -152 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.