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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 %
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$1.22M +$1.22M +39,379 New
IAN
352
Integrated Advisors Network
Texas
$1.22M +$110K +3,565 +10%
EAMA
353
EFG Asset Management (Americas)
Florida
$1.21M +$5.72K +185 +0.5%
ECI
354
EFG Capital International
Florida
$1.21M +$1.21M +39,023 New
BCM
355
Bowie Capital Management
Texas
$1.21M +$278K +9,000 +30%
MCC
356
Money Concepts Capital
Florida
$1.21M -$2.38M -77,039 -66%
MWM
357
Modera Wealth Management
New Jersey
$1.2M +$1.2M +38,899 New
EFS
358
Essex Financial Services
Connecticut
$1.19M +$272K +8,799 +30%
HFG
359
Heron Financial Group
New York
$1.19M -$619 -20 -0.1%
IAS
360
Insigneo Advisory Services
Florida
$1.18M +$935K +30,215 +384%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$1.14M – – –
RIG
362
RiverFront Investment Group
Virginia
$1.14M -$41K -1,324 -3%
Barclays
363
Barclays
United Kingdom
$1.14M -$1.06M -34,400 -48%
EDRH
364
Edmond de Rothschild Holding
Switzerland
$1.14M -$120K -3,880 -10%
OFG
365
Orcam Financial Group
California
$1.14M -$57.1K -1,846 -5%
CC
366
Cornerstone Capital
California
$1.12M +$309 +10 +0%
TH
367
TCTC Holdings
Texas
$1.12M +$297K +9,599 +36%
BJL
368
Brighton Jones LLC
Washington
$1.12M +$428K +13,830 +62%
SFC
369
Strategic Financial Concepts
Texas
$1.09M +$62.7K +2,028 +6%
GPA
370
Guidance Point Advisors
Massachusetts
$1.09M -$111K -3,591 -9%
PFT
371
Providence First Trust
Arizona
$1.09M +$9.28K +300 +0.9%
AAG
372
Armstrong Advisory Group
Massachusetts
$1.09M +$71.5K +2,312 +7%
ES
373
Eagle Strategies
New York
$1.07M +$1.07M +34,697 New
KFI
374
Key Financial Inc
Pennsylvania
$1.07M -$2.38K -77 -0.2%
NEPWA
375
New England Private Wealth Advisors
Massachusetts
$1.06M +$17.8K +574 +2%
13 14
15
16 17