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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

482 hedge funds and large institutions have $4.5B invested in iShares Preferred and Income Securities ETF in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 217 increasing their positions, 153 reducing their positions, and 31 closing their positions.

Holders
482
Holders Change
-6
Holders Change %
-1.23%
% of All Funds
13%
Holding in Top 10
43
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.44%
% of All Funds
1.16%
New
32
Increased
217
Reduced
153
Closed
31
Calls
–
Puts
$23.9M
Net Calls
-$23.9M
Net Calls Change
-$6.03M

Top Buyers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$28.3M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$22.7M
3
HI
3
Horizon Investments
North Carolina
$21.8M
4
Wells Fargo
4
Wells Fargo
California
$317M
5
Creative Planning
5
Creative Planning
Kansas
$214M

Top Sellers

1
TD Asset Management
1
TD Asset Management
Ontario, Canada
$2.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$16.7M
3
MSWM
3
Mader & Shannon Wealth Management
Missouri
$0
4
BCM
4
Brookstone Capital Management
Illinois
$3.19M
5
FAAM
5
First Allied Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
176
Karp Capital Management
California
$2.36M 60,140 +9,793 +19%
PMG
177
ProVise Management Group
Florida
$2.33M 59,486 -1,709 -3%
QA
178
Quantitative Advantage
Minnesota
$2.3M 58,681 -2,636 -4%
CGH
179
Cleary Gull Holdings
Wisconsin
$2.3M 58,700 +58,700 New
BEC
180
Blue Edge Capital
Virginia
$2.28M 58,325 +1,372 +2%
DBIA
181
Dumont & Blake Investment Advisors
New Jersey
$2.28M 58,314 +1,650 +3%
FBNAT
182
FirstMerit Bank N.A. Trustee
Ohio
$2.28M 58,167 +1,064 +2%
TCM
183
Towercrest Capital Management
Pennsylvania
$2.26M 57,787 +449 +0.8%
SFWA
184
Summit Financial Wealth Advisors
Louisiana
$2.26M 57,699 +2,760 +5%
OC
185
Oppenheimer & Co
New York
$2.21M 56,511 +5,360 +10%
WDA
186
Wendell David Associates
New Hampshire
$2.21M 56,775 +8,150 +17%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$2.21M 56,478 -43,045 -43%
MAM
188
Marquette Asset Management
Minnesota
$2.2M 56,081 -90 -0.2%
AC
189
Alexandria Capital
Virginia
$2.19M 55,947 -361 -0.6%
AG
190
Appleton Group
Wisconsin
$2.17M 55,450 +1,484 +3%
TYCC
191
Texas Yale Capital Corp
Florida
$2.17M 55,330 +3,275 +6%
KFC
192
Klingenstein Fields & Co
New York
$2.16M 55,140 – –
NFG
193
Next Financial Group
Texas
$2.11M 53,980 +3,384 +7%
FWM
194
Frontier Wealth Management
Missouri
$2.09M 53,268 +39 +0.1%
FIB
195
First Interstate Bank
Montana
$2.03M 51,730 -1,025 -2%
HVIA
196
Hudson Valley Investment Advisors
New York
$2M 50,987 +8,887 +21%
NIC
197
Northwest Investment Counselors
Oregon
$1.99M 50,688 +4,420 +10%
FIM
198
Freedom Investment Management
Connecticut
$1.97M 50,219 -5,934 -11%
GCA
199
Greenwood Capital Associates
South Carolina
$1.91M 48,646 -9,407 -16%
ACP
200
Ashfield Capital Partners
California
$1.9M 48,441 +7,525 +18%
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