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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
326
Nomura Asset Management
Japan
$1.41M +$1.28M +41,514 +1,041%
BAM
327
Brave Asset Management
New Jersey
$1.4M – – –
EH
328
Equitable Holdings
New York
$1.4M +$229K +7,410 +20%
WC
329
Whitney & Co
New York
$1.39M -$101K -3,275 -7%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$1.39M -$95.4K -3,085 -6%
NP
331
Nilsine Partners
Colorado
$1.37M +$31K +1,001 +2%
TW
332
Transform Wealth
Colorado
$1.37M +$634K +20,494 +87%
IA
333
IFG Advisory
Georgia
$1.37M -$182K -5,868 -12%
FFBTD
334
First Financial Bank - Trust Division
Ohio
$1.37M -$8.54K -276 -0.6%
HH
335
Hilltop Holdings
Texas
$1.36M -$2.22M -71,619 -62%
EWA
336
Etesian Wealth Advisors
Oregon
$1.35M -$75.3K -2,435 -5%
FA
337
FC Advisory
Pennsylvania
$1.35M +$8.44K +273 +0.6%
CF
338
Centaurus Financial
California
$1.34M +$80.3K +2,597 +6%
CGH
339
CMG Global Holdings
Texas
$1.32M +$1.89K +61 +0.1%
KWM
340
Kingsview Wealth Management
Oregon
$1.32M -$279K -9,022 -17%
CS
341
Comerica Securities
Michigan
$1.31M -$76.1K -2,460 -5%
RJT
342
Raymond James Trust
Florida
$1.31M +$4.05K +131 +0.3%
WCM
343
Wavelength Capital Management
Connecticut
$1.3M +$309K +10,000 +31%
KWMG
344
King Wealth Management Group
Florida
$1.3M -$14.7K -476 -1%
VFM
345
Valley Financial Management
New York
$1.3M +$661K +21,364 +104%
JWCA
346
J.W. Cole Advisors
Florida
$1.26M -$465K -15,043 -27%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$1.25M -$27.8K -899 -2%
VAM
348
Verity Asset Management
North Carolina
$1.25M -$1.28M -41,529 -51%
CFGS
349
Concourse Financial Group Securities
Alabama
$1.24M -$136K -4,408 -10%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$1.22M -$449K -14,519 -27%
12 13
14
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