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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 %
IIM
401
Ipswich Investment Management
Massachusetts
$1M – – –
SRC
402
Shufro Rose & Co
New York
$999K +$4.64K +150 +0.5%
KPWS
403
Kestra Private Wealth Services
Texas
$998K +$127K +4,120 +15%
CWM
404
ClientFirst Wealth Management
Arkansas
$991K – – –
CA
405
Calton & Associates
Florida
$990K -$112K -3,620 -10%
TYCC
406
Texas Yale Capital Corp
Florida
$985K +$325K +10,509 +49%
BC
407
Bartlett & Co
Ohio
$982K +$39.7K +1,285 +4%
BCWM
408
Bartlett & Co Wealth Management
Ohio
$982K +$39.7K +1,285 +4%
NAG
409
Northstar Advisory Group
New Jersey
$982K – – –
BWA
410
Blodgett Wealth Advisors
California
$974K -$123K -3,974 -11%
PBF
411
Petix & Botte Financial
California
$966K +$488K +15,763 +102%
Nuveen Asset Management
412
Nuveen Asset Management
Illinois
$963K +$474K +15,325 +97%
CTWM
413
Cherry Tree Wealth Management
Minnesota
$961K +$961K +31,080 New
ST
414
Somerset Trust
Pennsylvania
$938K -$4.92K -159 -0.5%
SWP
415
Summit Wealth Partners
Florida
$934K -$204K -6,586 -18%
HTC
416
Haverford Trust Company
Pennsylvania
$925K -$97.4K -3,150 -10%
PA
417
PFG Advisors
Arizona
$921K -$179K -5,792 -16%
FHB
418
First Hawaiian Bank
Hawaii
$919K -$1.76K -57 -0.2%
MHR
419
Matthew Hamilton Rosenberg
$915K +$559K +18,059 +157%
BAM
420
Banta Asset Management
California
$913K -$551K -17,802 -38%
CFG
421
Carr Financial Group
Massachusetts
$906K -$290K -9,365 -24%
TCA
422
Transcend Capital Advisors
New Jersey
$901K +$76.1K +2,462 +9%
B
423
Bensler
Washington
$885K -$28.2K -913 -3%
WWM
424
Western Wealth Management
Colorado
$879K +$85.1K +2,750 +11%
GRP
425
Global Retirement Partners
California
$873K -$44.1K -1,427 -5%
15 16
17
18 19