We are live on ! Find out more
PFF icon

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
BMM
76
Berkshire Money Management
Massachusetts
$11.5M -$232K -6,033 -2%
LFAS
77
Level Four Advisory Services
Texas
$11.2M -$540K -14,071 -5%
SFWA
78
Summit Financial Wealth Advisors
Louisiana
$11.2M -$9.41M -245,050 -46%
Citigroup
79
Citigroup
New York
$11.1M -$184M -4,789,707 -94%
QFA
80
Quattro Financial Advisors
Texas
$11M -$1.16M -30,186 -9%
SCI
81
Stableford Capital II
Arizona
$10.6M -$377K -9,828 -3%
BTS
82
BB&T Securities
Virginia
$10.4M +$73.4K +1,912 +0.7%
AAM
83
Autus Asset Management
Arizona
$10.4M +$472K +12,283 +5%
Asset Management One
84
Asset Management One
Japan
$10.2M -$1.34M -34,800 -12%
IA
85
IFP Advisors
Florida
$10.1M -$720K -18,761 -7%
CTB
86
Country Trust Bank
Illinois
$10.1M +$415K +10,817 +4%
BWFA
87
Baltimore-Washington Financial Advisors
Maryland
$10.1M +$425K +11,081 +4%
ACM
88
Aviance Capital Management
Florida
$9.82M -$4.39M -114,325 -31%
SIAS
89
Shine Investment Advisory Services
Colorado
$9.77M +$99.1K +2,581 +1%
FHA
90
First Horizon Advisors
Tennessee
$9.64M +$947K +24,679 +11%
Bessemer Group
91
Bessemer Group
New Jersey
$9.01M -$14.4M -375,695 -61%
JIP
92
Jaffetilchin Investment Partners
Florida
$8.85M -$10.7M -279,705 -55%
DJSG
93
D.J. St. Germain
Massachusetts
$8.81M +$3.1M +80,833 +54%
WCM
94
Windsor Capital Management
Arizona
$8.6M +$467K +12,174 +6%
FAAS
95
First Allied Advisory Services
California
$8.5M -$1.44M -37,380 -14%
BWAM
96
Boyd Watterson Asset Management
Ohio
$8.43M -$421K -10,976 -5%
DWM
97
Dakota Wealth Management
Florida
$8.35M +$389K +10,130 +5%
CRC
98
Curi RMB Capital
Illinois
$7.8M +$2.84M +74,099 +57%
VFA
99
Voya Financial Advisors
Connecticut
$7.8M -$277K -7,213 -3%
GWA
100
Guidant Wealth Advisors
Illinois
$7.66M +$1.31M +34,006 +37%

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.