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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 %
Bank of America
1
Bank of America
North Carolina
$373M 9,352,986 +970,198 +12%
Wells Fargo
2
Wells Fargo
California
$257M 6,431,104 +706,934 +12%
Morgan Stanley
3
Morgan Stanley
New York
$182M 4,569,279 -452,440 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$174M 4,354,624 +4,348,498 +70,984%
Creative Planning
5
Creative Planning
Kansas
$140M 3,520,204 +324,852 +10%
LPL Financial
6
LPL Financial
California
$113M 2,839,634 +303,470 +12%
U
7
UBS
Switzerland
$99.2M 2,486,667 -1,025 -0%
KeyBank National Association
8
KeyBank National Association
Ohio
$88.3M 2,212,390 +104,109 +5%
CC
9
Curian Capital
Colorado
$85.7M 2,147,513 +713,095 +50%
BlackRock
10
BlackRock
New York
$83.1M 2,082,156 +39,938 +2%
US Bancorp
11
US Bancorp
Minnesota
$83.1M 2,081,542 +110,211 +6%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$79.6M 1,994,286 -63,137 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$75.5M 1,891,061 -15,368 -0.8%
BA
14
BlackRock Advisors
Delaware
$69.6M 1,744,088 +4,921 +0.3%
BIM
15
BlackRock Investment Management
Delaware
$67.6M 1,693,453 +127,634 +8%
QI
16
QS Investors
New York
$55.9M 1,400,387 +153,108 +12%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$45.3M 1,135,000 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$44.8M 1,123,640 +33,590 +3%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$43.5M 1,090,235 -5,862 -0.5%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$29.8M 745,730 -47,460 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.5M 688,864 -58,372 -8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.6M 667,201 +404,052 +154%
TAG
23
Tactical Allocation Group
Michigan
$26.6M 667,177 -96,967 -13%
MSWM
24
Mader & Shannon Wealth Management
Missouri
$23.6M 591,853 +591,853 New
EMA
25
Efficient Market Advisors
California
$21.9M 547,587 +25,637 +5%
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