PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

403 hedge funds and large institutions have $3.37B invested in iShares Preferred and Income Securities ETF in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 121 reducing their positions, and 27 closing their positions.

Holders
403
Holders Change
+23
Holders Change %
+6.05%
% of All Funds
11.59%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.92%
New
52
Increased
175
Reduced
121
Closed
27
Calls
$459K
Puts
$12.5M
Net Calls
-$12M
Net Calls Change
-$855K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$174M
2
Bank of America
2
Bank of America
North Carolina
$373M
3
CC
3
Curian Capital
Colorado
$85.7M
4
Wells Fargo
4
Wells Fargo
California
$257M
5
MSWM
5
Mader & Shannon Wealth Management
Missouri
$23.6M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$15.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$182M
3
DJSG
3
D.J. St. Germain
Massachusetts
$4.46M
4
Goldman Sachs
4
Goldman Sachs
New York
$18M
5
WBG
5
Wharton Business Group
Pennsylvania
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
176
Concert Wealth Management
California
$1.43M 38,788 -741 -2%
GI
177
Gradient Investments
Minnesota
$1.39M 34,779 +12,979 +60%
IH
178
IFC Holdings
Florida
$1.39M 34,739 +1,387 +4%
NIMC
179
NWQ Investment Management Company
California
$1.37M 34,200 +34,200 New
FIM
180
Freedom Investment Management
Connecticut
$1.36M 34,035 +1,412 +4%
CBU
181
CIBC Bank USA
Illinois
$1.36M 34,010 +1,055 +3%
1SB
182
1ST Source Bank
Indiana
$1.35M 33,856 -3,645 -10%
LS
183
Lattice Strategies
Pennsylvania
$1.35M 33,825 -1,109 -3%
Mariner
184
Mariner
Kansas
$1.35M 33,725 +977 +3%
IPC
185
Independent Portfolio Consultants
Florida
$1.35M 33,730 +1,565 +5%
AGA
186
Accuvest Global Advisors
Utah
$1.29M 32,210 +32,210 New
AAA
187
Adams Asset Advisors
Texas
$1.26M 31,674 – –
MIAN
188
Mariner Independent Advisor Network
Kansas
$1.26M 31,528 +31,528 New
BRWA
189
B. Riley Wealth Advisors
Florida
$1.26M 62,712 +32,696 +109%
ACP
190
Ashfield Capital Partners
California
$1.25M 31,242 +9,784 +46%
QIM
191
Quest Investment Management
Oregon
$1.24M 31,001 +31 +0.1%
SWP
192
Stratos Wealth Partners
Ohio
$1.23M 30,806 +30,806 New
FNBOO
193
First National Bank of Omaha
Nebraska
$1.23M 30,759 +882 +3%
ST
194
Spinnaker Trust
Maine
$1.22M 30,621 -528 -2%
GJIC
195
Gamble Jones Investment Counsel
California
$1.19M 29,817 -141 -0.5%
CL
196
Choreo LLC
Illinois
$1.19M 29,824 +29,824 New
MAA
197
Managed Account Advisors
New Jersey
$1.18M 29,619 +21,512 +265%
MC
198
Mathes Company
New York
$1.18M 29,550 +200 +0.7%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$1.16M 29,175 +373 +1%
Millennium Management
200
Millennium Management
New York
$1.16M 28,987 -9,134 -24%
6 7
8
9 10