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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
BAS
751
Brown Advisory Securities
Maryland
-$224K -6,106 Closed
FWP
752
FAS Wealth Partners
Kansas
-$212K -5,803 Closed
MHS
753
M Holdings Securities
Oregon
-$211K -5,768 Closed
EFL
754
ERn Financial LLC
Wisconsin
-$203K -5,549 Closed
TF
755
Tompkins Financial
New York
-$174K -4,757 Closed
AWM
756
Aevitas Wealth Management
Massachusetts
-$164K -4,492 Closed
BAM
757
Bruderman Asset Management
New York
-$133K -3,641 Closed
ZB
758
Zions Bancorporation
Utah
-$132K -3,605 Closed
MFW
759
Mosaic Family Wealth
Missouri
-$97K -2,661 Closed
SPL
760
Smart Portfolios LLC
Washington
-$95K -2,600 Closed
DBT
761
Dubuque Bank & Trust
Iowa
-$83K -2,282 Closed
PGWM
762
Parisi Gray Wealth Management
New Jersey
-$47K -1,285 Closed
BHWM
763
Bay Harbor Wealth Management
Maryland
-$46K -1,264 Closed
ADL
764
Asset Dedication LLC
California
-$44K -1,200 Closed
MSA
765
Marino Stram & Associates
Massachusetts
-$39K -1,054 Closed
SHIM
766
Stone House Investment Management
Pennsylvania
-$29K -802 Closed
TRCT
767
Tower Research Capital (TRC)
New York
-$29K -800 Closed
WAM
768
Wakefield Asset Management
Colorado
-$24K -665 Closed
PCFFS
769
Pacific Center for Financial Services
California
-$20K -546 Closed
CAL
770
Capital Analysts LLC
Pennsylvania
-$13K -381 Closed
KL
771
KWMG LLC
Kansas
-$11K -311 Closed
JFA
772
JNBA Financial Advisors
Minnesota
-$9K -250 Closed
WAM
773
Wealthspire Advisors (Maryland)
Maryland
-$8K -224 Closed
IWP
774
Icon Wealth Partners
Texas
-$7K -195 Closed

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.