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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 %
WSFS
426
Wilmington Savings Fund Society
Delaware
$866K -$14.6K -472 -2%
MMA
427
Miracle Mile Advisors
California
$860K -$3.53M -114,161 -80%
OHWP
428
Oak Harbor Wealth Partners
North Carolina
$860K -$39.9K -1,290 -4%
PA
429
Pinnacle Associates
New York
$856K -$9.53K -308 -1%
BIA
430
Benchmark Investment Advisors
Illinois
$855K -$167K -5,401 -16%
RIA
431
Richwood Investment Advisors
Ohio
$855K -$29.7K -961 -3%
MAM
432
MMA Asset Management
Pennsylvania
$854K +$854K +27,608 New
AAP
433
Arax Advisory Partners
Colorado
$853K +$85.6K +2,767 +11%
ATPW
434
Ashton Thomas Private Wealth
Arizona
$847K -$27.9K -903 -3%
AWM
435
Abound Wealth Management
Tennessee
$840K -$270K -8,722 -24%
HIP
436
HUB Investment Partners
Texas
$836K -$51.5K -1,664 -6%
HI
437
Harbour Investments
Wisconsin
$822K -$34.9K -1,127 -4%
GLR
438
Great Lakes Retirement
Ohio
$822K -$20.3K -656 -2%
SRC
439
Sage Rhino Capital
California
$820K +$1.27K +41 +0.2%
SCG
440
Sonata Capital Group
Washington
$815K -$67K -2,166 -8%
AWS
441
AJ Wealth Strategies
New York
$812K +$13.6K +440 +2%
SCA
442
STALEY CAPITAL ADVISERS
Pennsylvania
$810K – – –
HCM
443
Hall Capital Management
Rhode Island
$809K – – –
SFP
444
Strategic Financial Partners
Oregon
$808K -$14.4K -465 -2%
RWM
445
Ritholtz Wealth Management
New York
$805K -$179K -5,792 -18%
DJYG
446
David J. Yvars Group
Florida
$805K -$91.1K -2,944 -10%
WCM
447
Windham Capital Management
Massachusetts
$800K -$204K -6,586 -20%
MA
448
Montag & Associates
Georgia
$789K -$15.5K -500 -2%
MWM
449
Mission Wealth Management
California
$768K +$64.3K +2,079 +9%
TPWM
450
Twelve Points Wealth Management
Massachusetts
$765K -$259K -8,383 -25%
16 17
18
19 20