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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

409 hedge funds and large institutions have $3.66B invested in iShares Preferred and Income Securities ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 170 increasing their positions, 145 reducing their positions, and 23 closing their positions.

Holders
409
Holders Change
+6
Holders Change %
+1.49%
% of All Funds
11.88%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
31
Increased
170
Reduced
145
Closed
23
Calls
$1.27M
Puts
$27.9M
Net Calls
-$26.7M
Net Calls Change
-$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$383M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
WI
3
WBI Investments
New Jersey
$59.8M
4
Bank of America
4
Bank of America
North Carolina
$387M
5
WBG
5
Wharton Business Group
Pennsylvania
$29.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$49.8M
2
MSWM
2
Mader & Shannon Wealth Management
Missouri
$0
3
TAG
3
Tactical Allocation Group
Michigan
$3.57M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.93M
5
GI
5
Glovista Investments
New Jersey
$570K
Name Market Value Shares Shares
Change 		Shares
Change %
GJIC
201
Gamble Jones Investment Counsel
California
$1.12M 28,376 -1,441 -5%
GWM
202
Greenwich Wealth Management
Connecticut
$1.12M 28,375 -15 -0.1%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$1.12M 28,241 -934 -3%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$1.1M 27,696 +4,305 +18%
PAS
205
Partnervest Advisory Services
California
$1.09M 27,460 -10,785 -28%
CHC
206
City Holding Co
West Virginia
$1.09M 27,440 – –
CWM
207
Cabot Wealth Management
Massachusetts
$1.08M 27,280 – –
KC
208
Kingfisher Capital
North Carolina
$1.06M 26,862 -475 -2%
DAS
209
Dynamic Advisor Solutions
Arizona
$1.06M 26,698 +5,651 +27%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$1.04M 26,328 +204 +0.8%
AHC
211
Anderson Hoagland & Co
Missouri
$1.03M 25,616 – –
KFA
212
Kelleher Financial Advisors
New York
$1.01M 25,425 +1,170 +5%
NAM
213
NTV Asset Management
West Virginia
$1M 25,388 +178 +0.7%
FNBT
214
FineMark National Bank & Trust
Florida
$992K 25,106 +715 +3%
KS
215
Karpas Strategies
Connecticut
$973K 24,625 – –
AMM
216
American Money Management
California
$958K 24,245 -3,925 -14%
AR
217
Advisory Research
Illinois
$930K 23,543 +280 +1%
TCM
218
Tran Capital Management
California
$921K 23,295 +23,295 New
WA
219
Wasatch Advisors
Utah
$909K 23,000 – –
HR
220
Howe & Rusling
New York
$889K 22,500 -1,600 -7%
CAL
221
Capital Analysts LLC
Pennsylvania
$881K 22,285 +539 +2%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$859K 21,744 +1,089 +5%
WA
223
WFG Advisors
Texas
$850K 21,519 -356 -2%
Citadel Advisors
224
Citadel Advisors
Florida
$839K 21,228 -3,471 -14%
NCMW
225
Northern Capital Management (Wisconsin)
Wisconsin
$836K 21,160 -6,050 -22%
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