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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$7.84M +$330K +8,873 +4%
MA
102
Mutual Advisors
Nebraska
$7.6M +$4.89M +131,430 +185%
GWM
103
Geneos Wealth Management
Colorado
$7.48M +$21.7K +584 +0.3%
Millennium Management
104
Millennium Management
New York
$7.35M +$5.69M +152,941 +356%
CRC
105
Curi RMB Capital
Illinois
$7.09M -$24.4K -656 -0.3%
UIC
106
Uniplan Investment Counsel
Wisconsin
$7.01M -$1.89M -50,782 -21%
WCM
107
Windsor Capital Management
Arizona
$6.98M -$264K -7,086 -4%
LFAS
108
Level Four Advisory Services
Texas
$6.83M +$80.4K +2,161 +1%
SPC
109
Sigma Planning Corp
Michigan
$6.81M -$107K -2,863 -2%
Marshall Wace
110
Marshall Wace
United Kingdom
$6.68M +$6.63M +178,056 New
Franklin Resources
111
Franklin Resources
California
$6.32M -$88.5K -2,378 -1%
PAS
112
Park Avenue Securities
New York
$6.29M +$6.23M +167,525 New
ClearBridge Investments
113
ClearBridge Investments
New York
$5.97M +$423K +11,366 +8%
SDAM
114
Shulman DeMeo Asset Management
New York
$5.94M +$133K +3,571 +2%
WDA
115
Wendell David Associates
New Hampshire
$5.91M +$38.8K +1,042 +0.7%
PCM
116
Palouse Capital Management
Washington
$5.86M +$151K +4,066 +3%
BCM
117
Brookstone Capital Management
Illinois
$5.75M -$177K -4,761 -3%
FAAS
118
First Allied Advisory Services
California
$5.69M -$43.7K -1,174 -0.8%
CWS
119
Cypress Wealth Services
California
$5.66M +$418K +11,232 +8%
DWM
120
Dakota Wealth Management
Florida
$5.66M -$24.3K -653 -0.4%
SWP
121
Stratos Wealth Partners
Ohio
$5.61M +$318K +8,558 +6%
LFPWM
122
Leicht Financial Planning & Wealth Management
New Jersey
$5.58M -$151K -4,066 -3%
FNT
123
First National Trust
Pennsylvania
$5.57M -$49.5K -1,331 -0.9%
FIM
124
Foresters Investment Management
New York
$5.42M
AIA
125
Angeles Investment Advisors
California
$5.41M +$572K +15,380 +12%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.