We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

465 hedge funds and large institutions have $4.02B invested in iShares Preferred and Income Securities ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 221 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

123% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 99

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

14% more funds holding

Funds holding: 409465 (+56)

10% more capital invested

Capital invested by funds: $3.66B → $4.02B (+$361M)

0.56% less ownership

Funds ownership: 34.97%34.41% (-0.56%)

96% less call options, than puts

Call options by funds: $461K | Put options by funds: $11.3M

Holders
465
Holders Change
+56
Holders Change %
+13.69%
% of All Funds
12.4%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.15%
New
88
Increased
221
Reduced
99
Closed
25
Calls
$461K
Puts
$11.3M
Net Calls
-$10.8M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
101
United Services Automobile Association
Texas
$4.93M
TH
102
TCTC Holdings
Texas
$4.86M +$49.4K +1,250 +1%
HH
103
Hilltop Holdings
Texas
$4.83M +$144K +3,630 +3%
AA
104
Advisory Alpha
Michigan
$4.54M -$157K -3,983 -3%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$4.54M +$73.3K +1,853 +2%
SIM
106
Strategic Income Management
Washington
$4.53M +$4.54M +114,816 New
DWM
107
Dakota Wealth Management
Florida
$4.53M +$4.53M +114,695 New
JWBC
108
J.W. Burns & Co
New York
$4.45M +$351K +8,880 +9%
MAA
109
Managed Account Advisors
New Jersey
$4.33M +$2.19M +55,420 +102%
CAN
110
Cetera Advisor Networks
California
$4.26M +$921K +23,283 +27%
PWW
111
Pettyjohn Wood & White
Virginia
$4.21M -$1.19K -30 -0%
VAM
112
Verity Asset Management
North Carolina
$4.19M +$4.2M +106,357 New
CIBC World Market
113
CIBC World Market
Ontario, Canada
$4.08M +$210K +5,311 +5%
ACM
114
Azimuth Capital Management
Michigan
$3.98M +$384K +9,710 +11%
SAMH
115
Shanda Asset Management Holdings
British Virgin Islands
$3.94M +$3.95M +100,000 New
MP
116
Manifold Partners
California
$3.94M +$498K +12,589 +14%
RIA
117
Regal Investment Advisors
Michigan
$3.92M -$11.6K -294 -0.3%
BFC
118
Blue Fin Capital
Rhode Island
$3.92M +$946K +23,920 +32%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$3.84M +$230K +5,818 +6%
CT
120
Coastline Trust
Rhode Island
$3.82M +$374K +9,466 +11%
CA
121
Cetera Advisors
Colorado
$3.77M +$624K +15,781 +20%
M&T Bank
122
M&T Bank
New York
$3.76M -$405K -10,240 -10%
NC
123
NewSquare Capital
Pennsylvania
$3.71M -$411K -10,385 -10%
CB
124
Community Bank
New York
$3.65M +$3.66M +92,509 New
BC
125
Bartlett & Co
Ohio
$3.63M +$137K +3,470 +4%

PFF Hedge Fund Activity: Q4 2014 in Review

465 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2014, worth a combined $4.02B — up 9.8% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PFF positions and 25 closed out — a net gain of 63 holders — while 221 added to existing stakes and 99 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.2M. The largest seller was Bank of America, cutting an estimated $75.3M.

  • 465 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2014, up from 409 in Q3 2014.
  • Funds reported $4.02B of iShares Preferred and Income Securities ETF stock for Q4 2014, up 9.8% quarter-over-quarter.
  • 88 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2014 and 25 closed out, a net change of +63 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2014 was Morgan Stanley, an estimated $43.2M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2014 was Bank of America, an estimated $75.3M sold.

Based on aggregated 13F filings for Q4 2014.