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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$103M
2
FIA
Foundations Investment Advisors
Arizona
+$87.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
+$42.1M
4
Wells Fargo
Wells Fargo
California
+$38M
5
Goldman Sachs
Goldman Sachs
New York
+$34.5M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
-$76.3M
2
AWM
Affinity Wealth Management
Delaware
-$45.7M
3
AC
Athanor Capital
New York
-$33.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.5M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
351
Prio Wealth Limited Partnership
Massachusetts
$979K +$684K +19,760 +232%
MG
352
Mather Group
Illinois
$978K +$978K +28,223 New
SFP
353
Strategic Financial Partners
Oregon
$973K -$91.9K -2,655 -9%
CWM
354
Cordatus Wealth Management
Pennsylvania
$969K +$969K +27,984 New
OIM
355
Opus Investment Management
Massachusetts
$955K – – –
ZCA
356
Zeke Capital Advisors
Pennsylvania
$946K – – –
CAL
357
Capital Analysts LLC
Pennsylvania
$945K +$945K +27,282 New
GPA
358
Guidance Point Advisors
Massachusetts
$936K +$6.72K +194 +0.7%
AIC
359
Ameritas Investment Company
Nebraska
$935K -$40.7K -1,175 -4%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$932K +$1.52K +44 +0.2%
IFO
361
Independent Family Office
New York
$931K – – –
I
362
INVST
Indiana
$930K +$73.5K +2,129 +9%
NG
363
Northstar Group
New York
$928K -$53.7K -1,550 -5%
VCM
364
Virtue Capital Management
Tennessee
$910K +$910K +26,272 New
KWMG
365
King Wealth Management Group
Florida
$895K +$27.9K +806 +3%
BEI
366
Benjamin Edwards Inc
Missouri
$892K +$892K +25,746 New
VA
367
Valmark Advisers
Ohio
$891K -$69.6K -2,009 -7%
RRWA
368
Rainey & Randall Wealth Advisors
Florida
$888K +$1.28K +37 +0.1%
TYCC
369
Texas Yale Capital Corp
Florida
$881K -$134K -3,869 -13%
RCA
370
Ranch Capital Advisors
Florida
$880K -$59.7K -1,651 -6%
EFS
371
Essex Financial Services
Connecticut
$880K +$4.47K +129 +0.5%
CHA
372
Carmichael Hill & Associates
Maryland
$868K +$33.5K +966 +4%
EWM
373
Evercore Wealth Management
New York
$863K -$102K -2,950 -11%
G
374
GenTrust
Florida
$861K – – –
RCAG
375
Rehmann Capital Advisory Group
Michigan
$857K -$29.1K -841 -3%
13 14
15
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