iShares Preferred and Income Securities ETF
836 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 322 increasing their positions, 241 reducing their positions, and 48 closing their positions.
217% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 48
37% more funds holding in top 10
Funds holding in top 10: 35 → 48 (+13)
34% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 241
13% more funds holding
Funds holding: 743 → 836 (+93)
2% more capital invested
Capital invested by funds: $5.89B → $5.99B (+$95.7M)
0.04% less ownership
Funds ownership: 35.46% → 35.42% (-0.04%)
96% less call options, than puts
Call options by funds: $3.38M | Put options by funds: $75.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$76.3M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$43.3M |
| 3 |
Jane Street
New York
|
+$39.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$35.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$147M |
| 2 |
JP Morgan Chase
New York
|
-$48.7M |
| 3 |
PL
Protective Life
Birmingham,
Alabama
|
-$31.7M |
| 4 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$31.3M |
| 5 |
PCM
Price Capital Management
Lafayette,
Louisiana
|
-$28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APSP
876
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$16K | -437 | Closed |
|
|
TSW
877
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$15K | -400 | Closed |
|
|
TAIM
878
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$8K | -218 | Closed |
|
|
GAM
879
Gemmer Asset Management
Walnut Creek,
California
| – | -$8K | -200 | Closed |
|
|
CAN
880
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$7K | -169 | Closed |
|
|
CAL
881
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$5K | -148 | Closed |
|
882
Simplex Trading
Chicago,
Illinois
| – | -$4K | -112 | Closed |
|
|
NCM
883
Nelson Capital Management
Menlo Park,
California
| – | -$4K | -100 | Closed |
|
|
TF
884
TLWM Financial
San Antonio,
Texas
| – | -$3K | -77 | Closed |
|
|
RCA
885
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$1K | -34 | Closed |
|
|
DTIM
886
Danda Trouve Investment Management
Prairie Village,
Kansas
| – | +$187 | +5 | New |
|
PFF Hedge Fund Activity: Q4 2019 in Review
836 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2019, worth a combined $5.99B — up 1.6% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new PFF positions and 48 closed out — a net gain of 104 holders — while 322 added to existing stakes and 241 trimmed.
The largest buyer was Truist Financial, adding an estimated $76.3M. The largest seller was Goldman Sachs, cutting an estimated $147M.
- 836 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2019, up from 743 in Q3 2019.
- Funds reported $5.99B of iShares Preferred and Income Securities ETF stock for Q4 2019, up 1.6% quarter-over-quarter.
- 152 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2019 and 48 closed out, a net change of +104 holders.
- The largest iShares Preferred and Income Securities ETF buyer in Q4 2019 was Truist Financial, an estimated $76.3M added.
- The largest iShares Preferred and Income Securities ETF seller in Q4 2019 was Goldman Sachs, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2019.