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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
SFP
101
Shepherd Financial Partners
Massachusetts
$6.91M +$4.59M +125,324 +202%
SPC
102
Sigma Planning Corp
Michigan
$6.79M -$221K -6,036 -3%
LFAS
103
Level Four Advisory Services
Texas
$6.62M +$177K +4,835 +3%
Franklin Resources
104
Franklin Resources
California
$6.29M +$310K +8,459 +5%
OIA
105
OneDigital Investment Advisors
Kansas
$5.88M -$1.03M -28,234 -15%
MBTD
106
Mechanics Bank - Trust Department
California
$5.87M -$187K -5,092 -3%
BCM
107
Brookstone Capital Management
Illinois
$5.82M -$483K -13,192 -8%
WDA
108
Wendell David Associates
New Hampshire
$5.77M +$69.6K +1,900 +1%
SDAM
109
Shulman DeMeo Asset Management
New York
$5.7M +$78.4K +2,141 +1%
LFPWM
110
Leicht Financial Planning & Wealth Management
New Jersey
$5.63M +$429K +11,718 +8%
FAAS
111
First Allied Advisory Services
California
$5.61M -$392K -10,689 -7%
PCM
112
Palouse Capital Management
Washington
$5.61M +$273K +7,447 +5%
DWM
113
Dakota Wealth Management
Florida
$5.58M -$14.3K -389 -0.3%
FNT
114
First National Trust
Pennsylvania
$5.52M -$337K -9,196 -6%
BCA
115
Biltmore Capital Advisors
New Jersey
$5.51M -$255K -6,947 -4%
ClearBridge Investments
116
ClearBridge Investments
New York
$5.45M +$238K +6,500 +5%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$5.34M -$211K -5,762 -4%
FIM
118
Foresters Investment Management
New York
$5.32M
SWP
119
Stratos Wealth Partners
Ohio
$5.19M +$40.7K +1,111 +0.8%
IAS
120
IMA Advisory Services
Colorado
$5.17M +$155K +4,222 +3%
OMC
121
Old Mission Capital
Illinois
$5.17M +$5.14M +140,304 New
CWS
122
Cypress Wealth Services
California
$5.15M +$157K +4,287 +3%
BFC
123
Blue Fin Capital
Rhode Island
$5.08M +$651K +17,761 +15%
Asset Management One
124
Asset Management One
Japan
$5.06M -$487K -13,300 -9%
PIMG
125
Patriot Investment Management Group
Tennessee
$5.06M -$193K -5,266 -4%

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.