We are live on ! Find out more
PFF icon

iShares Preferred and Income Securities ETF

726 hedge funds and large institutions have $5.38B invested in iShares Preferred and Income Securities ETF in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 302 increasing their positions, 234 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

29% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 234

6% more capital invested

Capital invested by funds: $5.09B → $5.38B (+$293M)

2% more funds holding

Funds holding: 712726 (+14)

1.12% less ownership

Funds ownership: 36.01%34.89% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

97% less call options, than puts

Call options by funds: $4.57M | Put options by funds: $162M

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
15.77%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.74%
New
78
Increased
302
Reduced
234
Closed
49
Calls
$4.57M
Puts
$162M
Net Calls
-$158M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$502M +$22.7M +620,630 +5%
AB
2
Aozora Bank
Japan
$333M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$303M -$4.53M -123,705 -1%
Wells Fargo
4
Wells Fargo
California
$280M +$14.2M +386,464 +5%
Morgan Stanley
5
Morgan Stanley
New York
$234M +$15.8M +431,133 +7%
UBS Group
6
UBS Group
Switzerland
$176M +$63.5M +1,732,716 +57%
LPL Financial
7
LPL Financial
California
$173M +$5.69M +155,406 +3%
Goldman Sachs
8
Goldman Sachs
New York
$165M +$70.3M +1,919,823 +75%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$164M +$3.26M +89,023 +2%
BlackRock
10
BlackRock
New York
$154M +$59.3M +1,618,085 +63%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$137M +$11.4M +311,687 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$124M +$105M +2,868,691 +564%
Ameriprise
13
Ameriprise
Minnesota
$101M +$10.7M +290,900 +12%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$98.1M +$17.2M +468,815 +21%
US Bancorp
15
US Bancorp
Minnesota
$92.7M -$1.76M -48,053 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$83.1M +$5.19M +141,561 +7%
KeyBank National Association
17
KeyBank National Association
Ohio
$67.1M -$2.51M -68,539 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$63.2M -$1.67M -45,635 -3%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$41.8M
AssetMark Inc
20
AssetMark Inc
California
$41.8M -$986K -26,900 -2%
SB
21
Suntrust Banks
Georgia
$41.1M +$4.24M +115,653 +12%
MFM
22
MD Financial Management
Ontario, Canada
$31.9M -$93.2M -2,543,564 -75%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$31.2M +$2.61M +71,188 +9%
PL
24
Protective Life
Alabama
$31.2M
RJFSA
25
Raymond James Financial Services Advisors
Florida
$30.7M +$2.38M +64,979 +8%

PFF Hedge Fund Activity: Q2 2019 in Review

726 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q2 2019, worth a combined $5.38B — up 5.8% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new PFF positions and 49 closed out — a net gain of 29 holders — while 302 added to existing stakes and 234 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $105M. The largest seller was MD Financial Management, cutting an estimated $93.2M.

  • 726 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q2 2019, up from 712 in Q1 2019.
  • Funds reported $5.38B of iShares Preferred and Income Securities ETF stock for Q2 2019, up 5.8% quarter-over-quarter.
  • 78 funds opened new iShares Preferred and Income Securities ETF positions in Q2 2019 and 49 closed out, a net change of +29 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $105M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q2 2019 was MD Financial Management, an estimated $93.2M sold.

Based on aggregated 13F filings for Q2 2019.