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iShares Preferred and Income Securities ETF

633 hedge funds and large institutions have $6.85B invested in iShares Preferred and Income Securities ETF in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 283 increasing their positions, 205 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 205

23% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

9% more capital invested

Capital invested by funds: $6.31B → $6.85B (+$541M)

0.79% more ownership

Funds ownership: 36.54%37.33% (+0.79%)

0% more funds holding

Funds holding: 633633 (0)

88% less call options, than puts

Call options by funds: $3M | Put options by funds: $26M

Holders
633
Holders Change
Holders Change %
0%
% of All Funds
15.78%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.2%
New
48
Increased
283
Reduced
205
Closed
39
Calls
$3M
Puts
$26M
Net Calls
-$23M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
176
Peapack-Gladstone Financial Corp
New Jersey
$3.44M +$1.23M +31,651 +56%
GWA
177
Guidant Wealth Advisors
Illinois
$3.42M +$68.7K +1,764 +2%
TCM
178
Towercrest Capital Management
Pennsylvania
$3.42M +$766K +19,685 +29%
HWA
179
HCR Wealth Advisors
California
$3.41M -$117K -2,994 -3%
DCM
180
Dearborn Capital Management
Illinois
$3.37M +$471K +12,100 +16%
PAS
181
Park Avenue Securities
New York
$3.34M +$3.36M +86,245 New
GSBTD
182
Glenview State Bank Trust Department
Illinois
$3.32M +$173K +4,450 +6%
VAS
183
Valicenti Advisory Services
New York
$3.32M -$26.9K -692 -0.8%
GW
184
GW & Wade
Massachusetts
$3.32M +$723K +18,566 +28%
IH
185
IFC Holdings
Florida
$3.28M +$1.92M +49,255 +143%
PCM
186
Parsons Capital Management
Rhode Island
$3.26M -$42.8K -1,100 -1%
TD Asset Management
187
TD Asset Management
Ontario, Canada
$3.24M -$5.89M -151,327 -65%
NPC
188
National Planning Corporation
California
$3.24M -$132K -3,399 -4%
ACM
189
Azimuth Capital Management
Michigan
$3.2M +$56.4K +1,450 +2%
BEC
190
Blue Edge Capital
Virginia
$3.14M +$107K +2,737 +4%
SP
191
Symmetry Partners
Connecticut
$3.08M +$652K +16,741 +27%
KP
192
Keel Point
Alabama
$3.05M +$425K +10,911 +16%
OAM
193
Occidental Asset Management
California
$3.02M +$161K +4,132 +6%
Kayne Anderson Rudnick Investment Management
194
Kayne Anderson Rudnick Investment Management
California
$2.98M +$869K +22,326 +42%
NA
195
Nottingham Advisors
New York
$2.96M -$3.48M -89,390 -54%
TCM
196
Traynor Capital Management
Pennsylvania
$2.93M +$383K +9,849 +15%
ECM
197
ETrade Capital Management
Virginia
$2.86M +$684K +17,580 +32%
CIM
198
Corda Investment Management
Texas
$2.85M +$317K +8,145 +13%
OC
199
Oppenheimer & Co
New York
$2.77M -$19.3K -497 -0.7%
MIAN
200
Mariner Independent Advisor Network
Kansas
$2.77M +$1.57M +40,307 +133%

PFF Hedge Fund Activity: Q2 2017 in Review

633 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2017, worth a combined $6.85B — up 8.6% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PFF positions and 39 closed out — a net gain of 9 holders — while 283 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $146M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $17.2M.

  • 633 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $6.85B of iShares Preferred and Income Securities ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 48 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2017 and 39 closed out, a net change of +9 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2017 was JP Morgan Chase, an estimated $146M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2017 was Trustmark National Bank Trust Department, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2017.