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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 %
AWM
276
Ariadne Wealth Management
California
$2.27M 71,776 +4,873 +7%
AWM
277
AE Wealth Management
Kansas
$2.25M 71,678 +28,327 +65%
ZIM
278
Zacks Investment Management
Illinois
$2.25M 71,497 +64,614 +939%
AEPWM
279
Atlantic Edge Private Wealth Management
Florida
$2.25M 71,430 -2,696 -4%
TD Asset Management
280
TD Asset Management
Ontario, Canada
$2.22M 70,680 -29,668 -30%
IWC
281
Infinity Wealth Counsel
Ohio
$2.21M 70,369 +70,369 New
FA
282
Fagan Associates
New York
$2.19M 69,762 +4,472 +7%
IAIM
283
International Assets Investment Management
Florida
$2.18M 68,376 +68,376 New
LHWM
284
Lake Hills Wealth Management
Texas
$2.17M 69,172 +4,817 +7%
FWA
285
FOCUS Wealth Advisors
Texas
$2.17M 69,134 +271 +0.4%
PS
286
Principal Securities
Iowa
$2.17M 68,989 -8,714 -11%
AI
287
Atria Investments
North Carolina
$2.17M 68,916 -41,687 -38%
SVWAG
288
Sound View Wealth Advisors Group
Georgia
$2.16M 68,679 -4,108 -6%
Bessemer Group
289
Bessemer Group
New Jersey
$2.15M 68,364 – –
DWM
290
Destination Wealth Management
California
$2.13M 67,752 +443 +0.7%
WB
291
WesBanco Bank
West Virginia
$2.13M 67,735 +26 +0%
CNTOF
292
Canandaigua National Trust of Florida
New York
$2.1M 66,683 +7,014 +12%
SFI
293
SPC Financial Inc
Maryland
$2.09M 66,548 +300 +0.5%
LCWP
294
Legacy Capital Wealth Partners
Arkansas
$2.07M 65,898 -4,452 -6%
WDA
295
Wendell David Associates
New Hampshire
$2.07M 65,775 -13,025 -17%
AGA
296
Arkos Global Advisors
Texas
$2.06M 65,616 +19,953 +44%
Tudor Investment Corp
297
Tudor Investment Corp
Connecticut
$2.05M 65,313 +65,313 New
CST
298
Charles Schwab Trust
Nevada
$2.03M 64,509 -18,728 -22%
ClearBridge Investments
299
ClearBridge Investments
New York
$2.02M 64,182 -15,534 -19%
TA
300
TFG Advisers
Michigan
$2.01M 64,079 +6,740 +12%
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