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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

632 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 70 funds opening new positions, 252 increasing their positions, 226 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+21
Holders Change %
+3.44%
% 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
70
Increased
252
Reduced
226
Closed
36
Calls
$6.42M
Puts
$43.9M
Net Calls
-$37.5M
Net Calls Change
+$2.45M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$410M
2
BlackRock
BlackRock
New York
$230M
3
Bessemer Group
Bessemer Group
New Jersey
$76.2M
4
Creative Planning
Creative Planning
Kansas
$352M
5
AssetMark Inc
AssetMark Inc
California
$58.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$204M
2
ACM
Aviance Capital Management
Florida
$18.1M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$426K
4
MSWM
Mader & Shannon Wealth Management
Missouri
$0
5
UBS Group
UBS Group
Switzerland
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
126
D.J. St. Germain
Massachusetts
$5.34M +$150K +3,865 +3%
SIC
127
Salem Investment Counselors
North Carolina
$5.17M -$48.4K -1,250 -0.9%
V
128
Veritable
Delaware
$4.95M -$96K -2,480 -2%
PFC
129
Phocas Financial Corp
California
$4.92M +$175K +4,533 +4%
AF
130
Affiance Financial
Minnesota
$4.92M -$159K -4,120 -3%
EDRH
131
Edmond de Rothschild Holding
Switzerland
$4.89M +$4.89M +126,298 New
NAM
132
NTV Asset Management
West Virginia
$4.88M +$118K +3,050 +2%
ANTB
133
AMG National Trust Bank
Colorado
$4.81M +$95.9K +2,478 +2%
EMA
134
Efficient Market Advisors
California
$4.73M +$11.4K +295 +0.2%
TPW
135
Tiller Private Wealth
Pennsylvania
$4.63M +$96.6K +2,496 +2%
FNBT
136
FineMark National Bank & Trust
Florida
$4.49M -$235K -6,060 -5%
NR
137
Newfound Research
Massachusetts
$4.43M +$2.85M +73,526 +179%
FIM
138
Foresters Investment Management
New York
$4.38M – – –
CBU
139
CIBC Bank USA
Illinois
$4.3M -$1.44M -37,117 -25%
WDA
140
Wendell David Associates
New Hampshire
$4.28M +$436K +11,280 +11%
HSA
141
HBK Sorce Advisory
Pennsylvania
$4.25M +$46.9K +1,212 +1%
RFC
142
Regions Financial Corp
Alabama
$4.2M -$2.07M -53,362 -33%
BCM
143
Brookstone Capital Management
Illinois
$4.09M +$1.77M +45,816 +77%
NC
144
NewSquare Capital
Pennsylvania
$4.06M +$631K +16,314 +18%
CT
145
Coastline Trust
Rhode Island
$4.02M +$80.9K +2,090 +2%
IWM
146
Integrated Wealth Management
California
$4.01M +$266K +6,866 +7%
PWW
147
Pettyjohn Wood & White
Virginia
$3.99M +$32.9K +850 +0.8%
HFM
148
Hartford Financial Management
Connecticut
$3.98M +$92.2K +2,382 +2%
FFEC
149
First Financial Equity Corporation
Arizona
$3.9M +$3.9M +100,881 New
SFP
150
Shepherd Financial Partners
Massachusetts
$3.88M -$89.5K -2,318 -2%
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