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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

532 hedge funds and large institutions have $5.07B invested in iShares Preferred and Income Securities ETF in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 161 reducing their positions, and 39 closing their positions.

Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
14.2%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
46
Increased
252
Reduced
161
Closed
39
Calls
$2.92M
Puts
$47.1M
Net Calls
-$44.1M
Net Calls Change
+$41.9M

Top Buyers

1
AB
1
Aozora Bank
Japan
$202M
2
AssetMark Inc
2
AssetMark Inc
California
$132M
3
BA
3
BlackRock Advisors
Delaware
$46.1M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$45.2M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$259M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.3M
5
PWAG
5
Polaris Wealth Advisory Group
California
$372K
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
126
HBK Sorce Advisory
Pennsylvania
$4.26M 109,066 +94,965 +673%
HFM
127
Hartford Financial Management
Connecticut
$4.25M 108,890 +4,177 +4%
AF
128
Affiance Financial
Minnesota
$4.23M 108,440 +11,883 +12%
PCM
129
Palouse Capital Management
Washington
$4.21M 107,774 +6,604 +7%
PCM
130
Parsons Capital Management
Rhode Island
$4.18M 107,116 +339 +0.3%
SFWA
131
Summit Financial Wealth Advisors
Louisiana
$4.13M 105,885 +16,595 +19%
TPW
132
Tiller Private Wealth
Pennsylvania
$4.07M 104,383 +53,254 +104%
NC
133
NewSquare Capital
Pennsylvania
$3.92M 100,372 +730 +0.7%
M&T Bank
134
M&T Bank
New York
$3.85M 98,514 +2,107 +2%
CP
135
Corbenic Partners
Pennsylvania
$3.83M 98,043 +9,145 +10%
WAMC
136
Western Asset Management Company
California
$3.83M 98,000 – –
TYCC
137
Texas Yale Capital Corp
Florida
$3.79M 97,115 +43,555 +81%
BCM
138
Brookstone Capital Management
Illinois
$3.73M 95,693 +20,839 +28%
BC
139
Bartlett & Co
Ohio
$3.73M 95,615 +1,005 +1%
BWAM
140
Boyd Watterson Asset Management
Ohio
$3.69M 94,578 -85,750 -48%
FNT
141
First National Trust
Pennsylvania
$3.64M 93,152 +706 +0.8%
WF
142
Welch & Forbes
Massachusetts
$3.44M 88,061 +3,900 +5%
VAS
143
Valicenti Advisory Services
New York
$3.36M 86,197 +35 +0%
NFG
144
Noven Financial Group
Colorado
$3.27M 83,724 +18,909 +29%
CIM
145
Cetera Investment Management
California
$3.22M 82,550 -2,563 -3%
SC
146
Scotia Capital
Ontario, Canada
$3.15M 80,713 +31,989 +66%
HC
147
HHG & Company
Connecticut
$3.14M 80,499 -1,084 -1%
FI
148
FormulaFolio Investments
Michigan
$3.11M 79,796 +59,019 +284%
NAM
149
Nichols Asset Management
Massachusetts
$3.1M 79,357 – –
Northern Trust
150
Northern Trust
Illinois
$3.09M 79,102 +16,208 +26%
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6
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