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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

835 hedge funds and large institutions have $5.99B invested in iShares Preferred and Income Securities ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 241 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
0.95%
New
152
Increased
321
Reduced
241
Closed
48
Calls
$3.38M
Puts
$75.3M
Net Calls
-$71.9M
Net Calls Change
+$207M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$77.3M
2
PWAG
Polaris Wealth Advisory Group
California
$44.1M
3
Jane Street
Jane Street
New York
$40M
4
Bank of America
Bank of America
North Carolina
$598M
5
Wells Fargo
Wells Fargo
California
$320M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$128M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.6M
3
PL
Protective Life
Alabama
$0
4
CL
Cabana LLC
Arkansas
$58K
5
PCM
Price Capital Management
Louisiana
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
251
Veritable
Delaware
$2.39M +$127K +3,372 +6%
BAM
252
Belpointe Asset Management
Nevada
$2.38M +$345K +9,170 +17%
ECM
253
ETrade Capital Management
Virginia
$2.38M -$2.17M -57,737 -48%
NAM
254
North American Management
Massachusetts
$2.25M +$59.6K +1,585 +3%
AF
255
Allworth Financial
California
$2.25M +$15.8K +420 +0.7%
DBIA
256
Dumont & Blake Investment Advisors
New Jersey
$2.24M -$40.6K -1,080 -2%
WWM
257
Western Wealth Management
Colorado
$2.24M +$497K +13,208 +28%
CCA
258
Clearwater Capital Advisors
Illinois
$2.24M -$645K -17,147 -22%
IBOK
259
Independence Bank of Kentucky
Kentucky
$2.23M +$248K +6,600 +13%
MGIA
260
Moneta Group Investment Advisors
Missouri
$2.23M +$451 +12 +0%
CWM
261
Cordatus Wealth Management
Pennsylvania
$2.19M +$123K +3,282 +6%
LNC
262
Lincoln National Corp
Pennsylvania
$2.18M +$62.9K +1,674 +3%
DWM
263
Destination Wealth Management
California
$2.15M +$49.3K +1,311 +2%
LWA
264
Lineweaver Wealth Advisors
Ohio
$2.14M +$2.14M +57,052 New
BMA
265
Brooks Moore & Associates
Tennessee
$2.12M -$7.52K -200 -0.4%
MIAN
266
Mariner Independent Advisor Network
Kansas
$2.12M +$180K +4,773 +9%
BRWM
267
B. Riley Wealth Management
Tennessee
$2.11M -$555K -14,751 -21%
LPIC
268
LeJeune Puetz Investment Counsel
Michigan
$2.08M -$59.6K -1,585 -3%
KFI
269
Key Financial Inc
Pennsylvania
$2.08M +$2.08M +55,270 New
SG
270
StoneX Group
New York
$2.05M +$39.1K +1,040 +2%
AFC
271
AFT Forsyth & Company
Florida
$2.03M -$42.6K -1,133 -2%
BHWA
272
Beacon Harbor Wealth Advisors
Virginia
$2.01M +$13.8K +366 +0.7%
OC
273
Oppenheimer & Co
New York
$2.01M +$137K +3,636 +7%
WP
274
WealthSource Partners
California
$1.97M +$248K +6,597 +14%
IAA
275
Independent Advisor Alliance
North Carolina
$1.97M +$1.97M +52,293 New
9 10
11
12 13