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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.31B invested in iShares Preferred and Income Securities ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 36

12% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 226

7% more capital invested

Capital invested by funds: $5.91B → $6.31B (+$403M)

4% more funds holding

Funds holding: 611633 (+22)

1.24% more ownership

Funds ownership: 35.3%36.54% (+1.2%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

85% less call options, than puts

Call options by funds: $6.42M | Put options by funds: $43.9M

Holders
633
Holders Change
+22
Holders Change %
+3.6%
% of All Funds
15.76%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
71
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
126
D.J. St. Germain
Massachusetts
$5.34M +$148K +3,865 +3%
SIC
127
Salem Investment Counselors
North Carolina
$5.17M -$47.8K -1,250 -0.9%
V
128
Veritable
Delaware
$4.95M -$94.8K -2,480 -2%
PFC
129
Phocas Financial Corp
California
$4.92M +$173K +4,533 +4%
AF
130
Affiance Financial
Minnesota
$4.92M -$158K -4,120 -3%
EDRH
131
Edmond de Rothschild Holding
Switzerland
$4.89M +$4.83M +126,298 New
NAM
132
NTV Asset Management
West Virginia
$4.88M +$117K +3,050 +2%
ANTB
133
AMG National Trust Bank
Colorado
$4.81M +$94.7K +2,478 +2%
EMA
134
Efficient Market Advisors
California
$4.73M +$11.3K +295 +0.2%
TPW
135
Tiller Private Wealth
Pennsylvania
$4.63M +$95.4K +2,496 +2%
FNBT
136
FineMark National Bank & Trust
Florida
$4.49M -$232K -6,060 -5%
NR
137
Newfound Research
Massachusetts
$4.43M +$2.81M +73,526 +179%
FIM
138
Foresters Investment Management
New York
$4.38M
CBU
139
CIBC Bank USA
Illinois
$4.3M -$1.42M -37,117 -25%
WDA
140
Wendell David Associates
New Hampshire
$4.28M +$431K +11,280 +11%
HSA
141
HBK Sorce Advisory
Pennsylvania
$4.25M +$46.3K +1,212 +1%
RFC
142
Regions Financial Corp
Alabama
$4.2M -$2.04M -53,362 -33%
BCM
143
Brookstone Capital Management
Illinois
$4.09M +$1.75M +45,816 +77%
NC
144
NewSquare Capital
Pennsylvania
$4.06M +$624K +16,314 +18%
CT
145
Coastline Trust
Rhode Island
$4.02M +$79.9K +2,090 +2%
IWMPD
146
Integrated Wealth Management (Palm Desert)
California
$4.01M +$263K +6,866 +7%
PWW
147
Pettyjohn Wood & White
Virginia
$3.99M +$32.5K +850 +0.8%
HFM
148
Hartford Financial Management
Connecticut
$3.98M +$91.1K +2,382 +2%
FFEC
149
First Financial Equity Corporation
Arizona
$3.9M +$3.86M +100,881 New
SFP
150
Shepherd Financial Partners
Massachusetts
$3.88M -$88.6K -2,318 -2%

PFF Hedge Fund Activity: Q1 2017 in Review

633 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q1 2017, worth a combined $6.31B — up 6.8% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new PFF positions and 36 closed out — a net gain of 35 holders — while 252 added to existing stakes and 226 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was Ameriprise, cutting an estimated $159M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q1 2017, up from 611 in Q4 2016.
  • Funds reported $6.31B of iShares Preferred and Income Securities ETF stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 71 funds opened new iShares Preferred and Income Securities ETF positions in Q1 2017 and 36 closed out, a net change of +35 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q1 2017 was Fidelity Investments, an estimated $133M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q1 2017 was Ameriprise, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.