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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$75.8M
2
LPL Financial
2
LPL Financial
California
$266M
3
Wells Fargo
3
Wells Fargo
California
$322M
4
Bank of America
4
Bank of America
North Carolina
$803M
5
Morgan Stanley
5
Morgan Stanley
New York
$517M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
226
Cordatus Wealth Management
Pennsylvania
$3.03M 96,303 +23,360 +32%
SCM
227
SOL Capital Management
Maryland
$3.03M 96,235 +1,430 +2%
IAS
228
IMA Advisory Services
Colorado
$3.02M 96,020 -250 -0.3%
BIP
229
Bouvel Investment Partners
Pennsylvania
$3.01M 95,770 +994 +1%
AWM
230
Aprio Wealth Management
Georgia
$3.01M 95,725 +13,193 +16%
TPWA
231
TRUE Private Wealth Advisors
Oregon
$2.94M 93,630 -47,680 -34%
AHIA
232
Andrew Hill Investment Advisors
Florida
$2.9M 92,232 +13,225 +17%
RBFC
233
Roman Butler Fullerton & Co
Missouri
$2.89M 89,479 -6,080 -6%
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M 91,618 +1,020 +1%
KFP
235
KMG Fiduciary Partners
Ohio
$2.87M 91,356 -3,122 -3%
MA
236
MYDA Advisors
New York
$2.83M 90,000 +90,000 New
GAA
237
Global Assets Advisory
Florida
$2.82M 88,726 -123 -0.1%
SC
238
SouthState Corp
Florida
$2.79M 88,701 -6,190 -7%
EFS
239
Econ Financial Services
Pennsylvania
$2.78M 88,308 +88,308 New
MWM
240
Moran Wealth Management
Florida
$2.76M 87,649 -45,149 -34%
PCM
241
Palouse Capital Management
Washington
$2.72M 86,367 -2,972 -3%
AWA
242
Aletheian Wealth Advisors
Washington
$2.71M 86,142 +1,430 +2%
SSW
243
Smith Shellnut Wilson
Mississippi
$2.7M 85,737 +3,075 +4%
MLM
244
Mount Lucas Management
Pennsylvania
$2.66M 84,626 +1,826 +2%
IPW
245
Invictus Private Wealth
Colorado
$2.6M 82,854 +3,127 +4%
OMC
246
Old Mission Capital
Illinois
$2.6M 82,744 +23,444 +40%
DBIA
247
Dumont & Blake Investment Advisors
New Jersey
$2.56M 81,270 -5,323 -6%
Thrivent Financial for Lutherans
248
Thrivent Financial for Lutherans
Minnesota
$2.53M 79,671 -71,342 -47%
LHC
249
Little House Capital
Massachusetts
$2.52M 80,133 +3,568 +5%
HWM
250
Howard Wealth Management
Connecticut
$2.51M 79,917 -6,332 -7%
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