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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

691 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2018 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 168 increasing their positions, 330 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
–
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
45
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.76%
% of All Funds
1%
New
111
Increased
168
Reduced
330
Closed
103
Calls
$19M
Puts
$48.3M
Net Calls
-$29.2M
Net Calls Change
+$23.2M

Top Buyers

1
BI
1
Bramshill Investments
Florida
$122M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$149M
3
FIA
3
Foundations Investment Advisors
Arizona
$40.3M
4
DF
4
Donoghue Forlines
Massachusetts
$42.4M
5
CL
5
Cabana LLC
Arkansas
$24.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10.4M
2
Creative Planning
2
Creative Planning
Kansas
$13.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.2M
4
Bank of America
4
Bank of America
North Carolina
$444M
5
WBG
5
Wharton Business Group
Pennsylvania
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
151
Hilltop Holdings
Texas
$3.56M -$724K -21,155 -17%
EWM
152
Edge Wealth Management
New York
$3.55M -$11.7M -341,403 -77%
ASN
153
Advisory Services Network
Georgia
$3.53M -$444K -12,981 -11%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$3.52M +$535K +15,643 +18%
NFG
155
Noven Financial Group
Colorado
$3.52M -$7.67K -224 -0.2%
IWA
156
IBEX Wealth Advisors
New Jersey
$3.47M -$354K -10,347 -9%
SCI
157
Stableford Capital II
Arizona
$3.46M -$8.6M -251,220 -71%
NEAM
158
New England Asset Management
Connecticut
$3.45M -$89.1K -2,602 -3%
FDCDDQ
159
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.32M -$196K -5,728 -6%
CCA
160
Clearwater Capital Advisors
Illinois
$3.26M +$1.03M +30,179 +46%
WDA
161
Wendell David Associates
New Hampshire
$3.23M -$2.32M -67,900 -42%
DSC
162
Duncker Streett & Co
Missouri
$3.18M -$9.89K -289 -0.3%
HSA
163
HBK Sorce Advisory
Pennsylvania
$3.13M -$391K -11,426 -11%
TYCC
164
Texas Yale Capital Corp
Florida
$3.11M -$4.46M -130,235 -59%
UCMOK
165
United Capital Management of KS
Kansas
$3.1M -$114K -3,332 -4%
LFPWM
166
Leicht Financial Planning & Wealth Management
New Jersey
$3.08M +$1.29M +37,572 +72%
LCH
167
Lee Capital Holdings
New York
$3.08M +$3.08M +90,000 New
ECM
168
Evergreen Capital Management
Washington
$3.07M -$118K -3,455 -4%
BCI
169
Brinker Capital Investments
Pennsylvania
$3.05M -$2.97M -86,797 -49%
BWAM
170
Boyd Watterson Asset Management
Ohio
$3.03M -$768K -22,433 -20%
GWA
171
Guidant Wealth Advisors
Illinois
$3M -$1.54M -45,017 -34%
BUB
172
BBVA USA Bancshares
Texas
$2.99M -$320K -9,340 -10%
NB
173
NBT Bank
New York
$2.96M +$90.8K +2,654 +3%
AIA
174
Angeles Investment Advisors
California
$2.95M +$2.95M +86,200 New
PAG
175
Private Advisory Group
Washington
$2.92M +$1.42M +41,487 +94%
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