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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$266M
2
Wells Fargo
2
Wells Fargo
California
$322M
3
Bank of America
3
Bank of America
North Carolina
$803M
4
Morgan Stanley
4
Morgan Stanley
New York
$517M
5
MCM
5
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
401
Wilmington Savings Fund Society
Delaware
$1.19M -$151K -4,791 -11%
SW
402
Simplicity Wealth
New Jersey
$1.19M -$26.5K -843 -2%
WHG
403
Westwood Holdings Group
Texas
$1.19M -$122K -3,868 -9%
NFTC
404
North Forty Two & Co
Oregon
$1.18M +$1.18M +37,424 New
IIM
405
Ipswich Investment Management
Massachusetts
$1.17M – – –
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$1.16M -$592K -18,961 -34%
FPGK
407
Financial Partners Group (Kansas)
Kansas
$1.16M – – –
TPA
408
Trivium Point Advisory
Connecticut
$1.16M +$527K +16,753 +83%
CAAM
409
Cornerstone Advisors Asset Management
Pennsylvania
$1.16M +$237K +7,542 +26%
CCG
410
Chatham Capital Group
Georgia
$1.15M -$177K -5,640 -13%
WANY
411
Wealthspire Advisors (New York)
New York
$1.15M -$22.5K -716 -2%
RHIG
412
R.H. Investment Group
Arizona
$1.15M +$1.15M +36,450 New
UCB
413
United Community Bank
South Carolina
$1.13M – – –
PIMG
414
Patriot Investment Management Group
Tennessee
$1.13M +$61.9K +1,970 +6%
MA
415
Montag & Associates
Georgia
$1.13M +$109K +3,461 +11%
SWM
416
SeaCrest Wealth Management
New York
$1.13M -$106K -3,380 -9%
ACA
417
American Capital Advisory
Idaho
$1.11M -$18.4K -585 -2%
KWMG
418
King Wealth Management Group
Florida
$1.11M -$15.4K -489 -1%
CA
419
Calton & Associates
Florida
$1.1M +$224K +7,123 +25%
SHFA
420
SS&H Financial Advisors
Michigan
$1.1M +$31.5K +1,000 +3%
CCC
421
Chesapeake Capital Corp
Florida
$1.09M -$4.97K -158 -0.5%
CL
422
Choreo LLC
Illinois
$1.09M +$516K +16,433 +91%
SFC
423
Strategic Financial Concepts
Texas
$1.08M +$35.5K +1,130 +3%
Bank of Nova Scotia
424
Bank of Nova Scotia
Ontario, Canada
$1.08M – – –
CFGS
425
Concourse Financial Group Securities
Alabama
$1.08M +$13.2K +414 +1%
15 16
17
18 19