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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
MBTD
151
Mechanics Bank - Trust Department
California
$3.88M -$84.3K -2,205 -2%
FIM
152
Freedom Investment Management
Connecticut
$3.74M +$308K +8,054 +9%
DSC
153
Duncker Streett & Co
Missouri
$3.68M +$366K +9,572 +11%
DWM
154
Destination Wealth Management
California
$3.67M -$1.78M -46,682 -33%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$3.65M +$1.16M +30,387 +48%
CRC
156
Curi RMB Capital
Illinois
$3.52M +$3.48M +91,075 New
BC
157
Bartlett & Co
Ohio
$3.5M +$32.1K +840 +0.9%
HWA
158
HCR Wealth Advisors
California
$3.48M -$55.2K -1,445 -2%
NB
159
NBT Bank
New York
$3.47M -$28.8K -753 -0.8%
CIAS
160
Capital Investment Advisory Services
North Carolina
$3.44M +$741K +19,391 +28%
HH
161
Hilltop Holdings
Texas
$3.43M -$817K -21,363 -19%
NPC
162
National Planning Corporation
California
$3.34M +$155K +4,056 +5%
GWA
163
Guidant Wealth Advisors
Illinois
$3.32M +$198K +5,178 +6%
VAS
164
Valicenti Advisory Services
New York
$3.31M -$32.3K -845 -1%
PCM
165
Parsons Capital Management
Rhode Island
$3.26M
CB
166
Community Bank
New York
$3.24M -$3.82K -100 -0.1%
NFG
167
Noven Financial Group
Colorado
$3.21M -$167K -4,379 -5%
DADC
168
D.A. Davidson & Co
Montana
$3.17M +$437K +11,418 +16%
GSBTD
169
Glenview State Bank Trust Department
Illinois
$3.11M +$169K +4,425 +6%
ACM
170
Azimuth Capital Management
Michigan
$3.1M +$64K +1,675 +2%
HVIA
171
Hudson Valley Investment Advisors
New York
$3.1M +$149K +3,900 +5%
SI
172
SII Investments
Wisconsin
$3.09M +$445K +11,626 +17%
ECM
173
Evergreen Capital Management
Washington
$3.01M -$555K -14,515 -16%
SC
174
Scotia Capital
Ontario, Canada
$3.01M -$74.8K -1,957 -2%
BEC
175
Blue Edge Capital
Virginia
$3M -$106K -2,770 -3%

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.