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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
126
Redwood Investment Management
Arizona
$5.28M +$5.33M +138,720 New
NAM
127
NTV Asset Management
West Virginia
$5.2M +$57.6K +1,500 +1%
HH
128
Hilltop Holdings
Texas
$5.14M +$531K +13,828 +11%
FNT
129
First National Trust
Pennsylvania
$5.1M -$602K -15,677 -10%
DIP
130
DT Investment Partners
Pennsylvania
$5.1M -$9.9M -257,944 -66%
BI
131
Ballast Inc
Kentucky
$5.09M +$5.13M +133,653 New
TPW
132
Tiller Private Wealth
Pennsylvania
$5.02M +$335K +8,738 +7%
FIM
133
Foresters Investment Management
New York
$5.01M +$19.2K +500 +0.4%
KSCM
134
Kamunting Street Capital Management
Florida
$4.95M +$3.38M +88,000 +210%
PHS
135
Pekin Hardy Strauss
Illinois
$4.8M +$316K +8,242 +7%
CFIA
136
Cantor Fitzgerald Investment Advisors
New York
$4.79M -$349K -9,094 -7%
CA
137
Cetera Advisors
Colorado
$4.72M +$179K +4,672 +4%
MBTD
138
Mechanics Bank - Trust Department
California
$4.71M +$648K +16,875 +16%
BC
139
Burleson & Co
California
$4.65M +$4.69M +122,198 New
AFNAS
140
American Financial Network Advisory Services
California
$4.61M +$97.9K +2,549 +2%
PFS
141
Prospera Financial Services
Texas
$4.52M -$627K -16,339 -12%
RFC
142
Regions Financial Corp
Alabama
$4.48M +$223K +5,800 +5%
Kayne Anderson Rudnick Investment Management
143
Kayne Anderson Rudnick Investment Management
California
$4.43M +$1.1M +28,648 +33%
WDA
144
Wendell David Associates
New Hampshire
$4.41M -$1.55M -40,250 -26%
CWS
145
Cypress Wealth Services
California
$4.37M +$4.41M +114,797 New
TNBTD
146
Trustmark National Bank Trust Department
Mississippi
$4.37M -$1.47M -38,263 -25%
AF
147
Affiance Financial
Minnesota
$4.3M +$59.7K +1,555 +1%
HSA
148
HBK Sorce Advisory
Pennsylvania
$4.29M +$49.5K +1,290 +1%
PI
149
PFS Investments
Georgia
$4.25M +$4.34M +113,132 New
DCM
150
Dearborn Capital Management
Illinois
$4.23M +$154K +4,000 +4%

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.