PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
376
TCTC Holdings
Texas
$1.04M -$57.4K -1,905 -5%
SC
377
Swan Capital
Florida
$1.03M +$1.03M +34,243 New
MIA
378
MMBG Investment Advisors
Florida
$1.02M – – –
B
379
Bellecapital
Switzerland
$1.02M – – –
KIA
380
KCM Investment Advisors
California
$1.02M -$21.4K -710 -2%
IIM
381
Ipswich Investment Management
Massachusetts
$1.01M +$36.2K +1,200 +4%
AAG
382
Armstrong Advisory Group
Massachusetts
$1.01M -$52.7K -1,747 -5%
PWM
383
Perigon Wealth Management
California
$1.01M -$22K -731 -2%
AWM
384
Abound Wealth Management
Tennessee
$1.01M +$189K +6,255 +23%
SFC
385
Strategic Financial Concepts
Texas
$1.01M -$60.7K -2,013 -6%
MBT
386
Montecito Bank & Trust
California
$1M – – –
1832 Asset Management
387
1832 Asset Management
Ontario, Canada
$991K -$16.2K -537 -2%
RBC
388
Romano Brothers & Co
Illinois
$989K -$17.2K -570 -2%
BKA
389
Brick & Kyle Associates
Pennsylvania
$985K +$995 +33 +0.1%
MWA
390
Monograph Wealth Advisors
California
$982K – – –
CWM
391
ClientFirst Wealth Management
Arkansas
$973K +$14.9K +500 +2%
JWCA
392
J.W. Cole Advisors
Florida
$972K -$252K -8,349 -21%
Betterment LLC
393
Betterment LLC
New York
$970K -$9.89K -328 -1%
AA
394
AlphaQ Advisors
Florida
$958K -$977K -32,390 -50%
GFPC
395
Global Financial Private Client
Florida
$954K -$52.9K -1,786 -5%
OHWP
396
Oak Harbor Wealth Partners
North Carolina
$949K +$111K +3,684 +13%
PBF
397
Petix & Botte Financial
California
$945K +$2.8K +93 +0.3%
TCA
398
Transcend Capital Advisors
New Jersey
$942K +$63.7K +2,113 +7%
CTWM
399
Cherry Tree Wealth Management
Minnesota
$937K – – –
IA
400
IFP Advisors
Florida
$936K -$81.1K -2,691 -8%
14 15
16
17 18