PFF icon

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.

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 %
RIA
426
Realta Investment Advisors
Delaware
$1.08M -$206K -6,429 -16%
FWP
427
FAS Wealth Partners
Kansas
$1.07M -$319K -10,141 -23%
OFG
428
Orcam Financial Group
California
$1.07M +$2.26K +72 +0.2%
PWA
429
Prairie Wealth Advisors
Nebraska
$1.06M +$5.19K +165 +0.5%
MIA
430
MMBG Investment Advisors
Florida
$1.06M – – –
RSF
431
Rik Saylor Financial
Ohio
$1.05M +$1.05M +33,342 New
NEPWA
432
New England Private Wealth Advisors
Massachusetts
$1.04M +$6.41K +204 +0.6%
TCM
433
Telos Capital Management
California
$1.04M -$363K -11,557 -26%
LPAM
434
Lodestar Private Asset Management
California
$1.04M +$87.9K +2,797 +9%
LWM
435
Lionsbridge Wealth Management
Florida
$1.03M -$48.6K -1,545 -4%
FCI
436
Financial Counselors Inc
Kansas
$1.03M +$235K +7,469 +30%
JWCA
437
J.W. Cole Advisors
Florida
$1.03M -$44.3K -1,409 -4%
OCM
438
Objective Capital Management
Ohio
$1.03M +$160K +5,091 +18%
CAG
439
Crestwood Advisors Group
Massachusetts
$1.02M +$24.3K +772 +2%
SG
440
StoneX Group
New York
$1.02M +$1.02M +32,522 New
FIM
441
Freedom Investment Management
Connecticut
$1.02M -$49.3K -1,568 -5%
WT
442
Whittier Trust
California
$1.01M – – –
DWM
443
Diversify Wealth Management
Utah
$1.01M -$216K -6,960 -18%
RBC
444
Romano Brothers & Co
Illinois
$1.01M -$5.97K -190 -0.6%
NAG
445
Northstar Advisory Group
New Jersey
$1M -$2.08K -66 -0.2%
PA
446
PFG Advisors
Arizona
$998K -$13.1K -416 -1%
BOM
447
Bank of Marin
California
$993K -$7.23K -230 -0.7%
GS
448
GWN Securities
Florida
$989K +$989K +30,869 New
BBL
449
Beck Bode LLC
Massachusetts
$988K -$466K -14,808 -32%
SSW
450
Stone Summit Wealth
Florida
$988K -$115K -3,655 -10%
16 17
18
19 20