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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
BCM
101
Brookstone Capital Management
Illinois
$7.59M +$1.19M +30,870 +18%
TYCC
102
Texas Yale Capital Corp
Florida
$7.51M +$1.03M +26,800 +16%
RIA
103
Regal Investment Advisors
Michigan
$7.46M +$562K +14,626 +8%
SGAM
104
Steinberg Global Asset Management
Florida
$7.33M -$319K -8,312 -4%
CAN
105
Cetera Advisor Networks
California
$7.28M -$257K -6,704 -3%
KIA
106
KCM Investment Advisors
California
$7.25M -$512K -13,342 -7%
NR
107
Newfound Research
Massachusetts
$7.24M +$14.1K +367 +0.2%
GWM
108
Geneos Wealth Management
Colorado
$7.04M +$18.7K +486 +0.3%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$6.92M +$6.98M +181,816 New
SWP
110
Stratos Wealth Partners
Ohio
$6.9M -$617K -16,064 -8%
HighTower Advisors
111
HighTower Advisors
Illinois
$6.71M +$634K +16,507 +10%
OIA
112
OneDigital Investment Advisors
Kansas
$6.63M +$6.43M +167,606 +2,509%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$6.63M +$2.03M +52,838 +44%
BFC
114
Blue Fin Capital
Rhode Island
$6.49M +$570K +14,842 +10%
BCM
115
Bluefin Capital Management
New York
$6.09M +$5.88M +153,236 +2,264%
PAG
116
Private Advisor Group
New Jersey
$5.96M -$7.35M -191,547 -55%
EDRH
117
Edmond de Rothschild Holding
Switzerland
$5.86M +$733K +19,104 +14%
FHB
118
First Hawaiian Bank
Hawaii
$5.78M +$567K +14,769 +11%
IAS
119
IMA Advisory Services
Colorado
$5.78M -$753K -19,617 -11%
SIAP
120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.76M
ClearBridge Investments
121
ClearBridge Investments
New York
$5.72M +$2.82M +73,425 +96%
PCM
122
Palouse Capital Management
Washington
$5.62M +$55.6K +1,449 +1%
FPGK
123
Financial Partners Group (Kansas)
Kansas
$5.58M +$5.63M +146,716 New
ANTB
124
AMG National Trust Bank
Colorado
$5.4M +$378K +9,833 +7%
VHAM
125
Van Hulzen Asset Management
California
$5.34M +$24K +626 +0.4%

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.