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iShares Preferred and Income Securities ETF

717 hedge funds and large institutions have $6.27B invested in iShares Preferred and Income Securities ETF in 2017 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 258 increasing their positions, 242 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 55

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more funds holding

Funds holding: 653717 (+64)

7% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 242

1.79% less ownership

Funds ownership: 36.58%34.78% (-1.8%)

8% less capital invested

Capital invested by funds: $6.8B → $6.27B (-$538M)

84% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $63.5M

Holders
717
Holders Change
+64
Holders Change %
+9.8%
% of All Funds
16.26%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.34%
New
124
Increased
258
Reduced
242
Closed
55
Calls
$10.4M
Puts
$63.5M
Net Calls
-$53.1M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
IH
201
IFC Holdings
Florida
$2.77M +$255K +6,651 +10%
LNC
202
Lincoln National Corp
Pennsylvania
$2.77M +$1.25M +32,433 +81%
MBT
203
Monroe Bank & Trust
Michigan
$2.7M -$10.9K -283 -0.4%
FI
204
FormulaFolio Investments
Michigan
$2.7M -$2.66M -69,307 -49%
ECM
205
ETrade Capital Management
Virginia
$2.69M -$21.6K -563 -0.8%
RWP
206
RWA Wealth Partners
Massachusetts
$2.67M -$22.2K -578 -0.8%
Renaissance Technologies
207
Renaissance Technologies
New York
$2.65M +$2.68M +69,700 New
TCM
208
Traynor Capital Management
Pennsylvania
$2.64M -$252K -6,571 -9%
CA
209
Calton & Associates
Florida
$2.62M +$2.65M +68,926 New
MCM
210
MV Capital Management
Maryland
$2.6M -$51.9K -1,351 -2%
NA
211
Nottingham Advisors
New York
$2.6M -$139K -3,613 -5%
JWBC
212
J.W. Burns & Co
New York
$2.59M +$2.19K +57 +0.1%
LPIC
213
LeJeune Puetz Investment Counsel
Michigan
$2.59M +$4.49K +117 +0.2%
WPC
214
White Pine Capital
Minnesota
$2.56M +$159K +4,140 +7%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$2.55M -$38.9K -1,012 -1%
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.49M +$96K +2,500 +4%
DADC
217
D.A. Davidson & Co
Montana
$2.45M +$274K +7,149 +12%
LP
218
LGL Partners
Pennsylvania
$2.45M +$635K +16,537 +35%
AFP
219
Ausdal Financial Partners
Iowa
$2.44M +$192K +4,993 +8%
WT
220
Whittier Trust
California
$2.42M +$354K +9,210 +17%
NG
221
Northstar Group
New York
$2.42M +$211K +5,500 +9%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$2.4M +$134K +3,496 +6%
WS
223
Wedbush Securities
California
$2.38M +$15K +391 +0.6%
CBU
224
CIBC Bank USA
Illinois
$2.35M -$1.23M -32,084 -34%
PWPCM
225
Perella Weinberg Partners Capital Management
New York
$2.34M

PFF Hedge Fund Activity: Q4 2017 in Review

717 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q4 2017, worth a combined $6.27B — down 7.9% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PFF positions and 55 closed out — a net gain of 69 holders — while 258 added to existing stakes and 242 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $33.5M. The largest seller was Citigroup, cutting an estimated $184M.

  • 717 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q4 2017, up from 653 in Q3 2017.
  • Funds reported $6.27B of iShares Preferred and Income Securities ETF stock for Q4 2017, down 7.9% quarter-over-quarter.
  • 124 funds opened new iShares Preferred and Income Securities ETF positions in Q4 2017 and 55 closed out, a net change of +69 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q4 2017 was Bramshill Investments, an estimated $33.5M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q4 2017 was Citigroup, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2017.