PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
401
Lionsbridge Wealth Management
Florida
$1.14M -$26.8K -832 -2%
AWA
402
Arkadios Wealth Advisors
Georgia
$1.13M +$428K +13,288 +61%
FNBT
403
FineMark National Bank & Trust
Florida
$1.13M +$284K +8,800 +34%
HI
404
Harbour Investments
Wisconsin
$1.13M +$179K +5,550 +19%
FFBTD
405
First Financial Bank - Trust Division
Ohio
$1.13M -$114K -3,531 -9%
PIMG
406
Patriot Investment Management Group
Tennessee
$1.12M -$161K -5,008 -13%
CFG
407
Citizens Financial Group
Rhode Island
$1.11M -$518K -16,071 -32%
AAG
408
Armstrong Advisory Group
Massachusetts
$1.1M – – –
CFGS
409
Concourse Financial Group Securities
Alabama
$1.1M +$27K +838 +3%
SHFA
410
SS&H Financial Advisors
Michigan
$1.09M -$78.1K -2,425 -7%
GRP
411
Global Retirement Partners
California
$1.08M +$11.9K +369 +1%
MIA
412
MMBG Investment Advisors
Florida
$1.08M – – –
SFC
413
Strategic Financial Concepts
Texas
$1.08M +$1.08M +33,530 New
PA
414
PFG Advisors
Arizona
$1.08M +$363K +11,271 +51%
PFS
415
Prospect Financial Services
New York
$1.07M +$497K +15,426 +87%
MMA
416
Miracle Mile Advisors
California
$1.07M -$441K -13,676 -29%
PWA
417
Prairie Wealth Advisors
Nebraska
$1.06M +$1.06M +32,970 New
WT
418
Whittier Trust
California
$1.06M -$1.6M -49,742 -60%
1832 Asset Management
419
1832 Asset Management
Ontario, Canada
$1.04M +$211K +6,544 +25%
EFS
420
Essex Financial Services
Connecticut
$1.04M -$85.9K -2,664 -8%
RBC
421
Romano Brothers & Co
Illinois
$1.03M -$29.7K -922 -3%
AA
422
AlphaQ Advisors
Florida
$1.02M – – –
LPAM
423
Lodestar Private Asset Management
California
$1.02M -$3.09K -96 -0.3%
PI
424
PFG Investments
New York
$1.02M +$747K +23,172 +272%
NAG
425
Northstar Advisory Group
New Jersey
$1.02M +$78.6K +2,505 +8%
15 16
17
18 19