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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
HVIA
151
Hudson Valley Investment Advisors
New York
$4.2M +$315K +8,205 +8%
V
152
Veritable
Delaware
$4.15M -$144K -3,755 -3%
DWM
153
Destination Wealth Management
California
$4.01M +$7.1K +185 +0.2%
CIAS
154
Capital Investment Advisory Services
North Carolina
$3.95M +$214K +5,580 +6%
NFG
155
Noven Financial Group
Colorado
$3.93M -$82.2K -2,141 -2%
BCI
156
Brinker Capital Investments
Pennsylvania
$3.9M -$5.38M -140,053 -58%
PCIA
157
Prime Capital Investment Advisors
Kansas
$3.89M +$3.92M +102,076 New
Citadel Advisors
158
Citadel Advisors
Florida
$3.88M +$3.44M +89,581 +726%
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$3.86M +$364K +9,475 +10%
ECM
160
Evergreen Capital Management
Washington
$3.86M +$111K +2,903 +3%
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.85M +$84.8K +2,208 +2%
OMC
162
Old Mission Capital
Illinois
$3.76M +$3.79M +98,844 New
CT
163
Coastline Trust
Rhode Island
$3.76M -$407K -10,590 -10%
ASN
164
Advisory Services Network
Georgia
$3.73M +$2.31M +60,179 +159%
HWA
165
HCR Wealth Advisors
California
$3.7M +$304K +7,912 +9%
ST
166
Smithfield Trust
Pennsylvania
$3.7M +$3.32M +86,552 +810%
NEAM
167
New England Asset Management
Connecticut
$3.67M +$672K +17,500 +22%
PWW
168
Pettyjohn Wood & White
Virginia
$3.66M -$153K -3,980 -4%
DSC
169
Duncker Streett & Co
Missouri
$3.65M -$20.9K -545 -0.6%
SP
170
Symmetry Partners
Connecticut
$3.65M +$326K +8,503 +10%
SPIA
171
Steward Partners Investment Advisory
New York
$3.59M +$2.34M +60,957 +182%
BC
172
Bartlett & Co
Ohio
$3.56M +$64.5K +1,680 +2%
CNBT
173
Canandaigua National Bank & Trust
New York
$3.51M -$96K -2,500 -3%
OAM
174
Occidental Asset Management
California
$3.51M +$238K +6,193 +7%
GSBTD
175
Glenview State Bank Trust Department
Illinois
$3.49M +$12.5K +325 +0.4%

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.