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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 %
KIA
376
KCM Investment Advisors
California
$1.06M -$45.7K -1,476 -4%
V
377
ViaWealth
Kansas
$1.06M -$64.7K -2,093 -6%
FAT
378
First American Trust
California
$1.06M +$170K +5,482 +19%
PWM
379
Perigon Wealth Management
California
$1.06M -$130K -4,204 -11%
GFPC
380
Global Financial Private Client
Florida
$1.06M -$830K -26,722 -44%
PTCG
381
Pring Turner Capital Group
California
$1.05M -$18.6K -600 -2%
ACIM
382
Azimuth Capital Investment Management
Michigan
$1.05M -$88.2K -2,850 -8%
PCIA
383
Prime Capital Investment Advisors
Kansas
$1.05M +$63.1K +2,041 +6%
BOM
384
Bank of Marin
California
$1.05M -$81K -2,620 -7%
IA
385
IFP Advisors
Florida
$1.04M -$482K -15,573 -32%
B
386
Bellecapital
Switzerland
$1.04M – – –
BEI
387
Benjamin Edwards Inc
Missouri
$1.04M -$451K -14,578 -30%
MIA
388
MMBG Investment Advisors
Florida
$1.04M – – –
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$1.03M +$17.4K +563 +2%
RBC
390
Romano Brothers & Co
Illinois
$1.03M -$141K -4,549 -12%
WA
391
Wealthstar Advisors
Texas
$1.03M +$1.27K +41 +0.1%
MBT
392
Montecito Bank & Trust
California
$1.03M -$869K -28,094 -46%
LSA
393
Lion Street Advisors
Texas
$1.02M +$1.02M +25,910 New
BSW
394
Buckingham Strategic Wealth
Missouri
$1.02M +$38.4K +1,240 +4%
V
395
Veritable
Delaware
$1.02M -$46.6K -1,507 -4%
LNC
396
Lincoln National Corp
Pennsylvania
$1.02M -$19.3K -624 -2%
BKA
397
Brick & Kyle Associates
Pennsylvania
$1.01M +$1.11K +36 +0.1%
MWA
398
Monograph Wealth Advisors
California
$1.01M – – –
Betterment LLC
399
Betterment LLC
New York
$1.01M +$1.01M +32,495 New
Neuberger Berman Group
400
Neuberger Berman Group
New York
$1M +$34.8K +1,125 +4%
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16
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