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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 %
CSB
451
City State Bank
Iowa
$757K +$108K +3,500 +17%
FHA
452
First Horizon Advisors
Tennessee
$754K -$92.2K -2,980 -11%
LWA
453
Lineweaver Wealth Advisors
Ohio
$753K +$13.9K +450 +2%
CHA
454
Carmichael Hill & Associates
Maryland
$735K -$120K -3,878 -14%
Franklin Resources
455
Franklin Resources
California
$733K -$125K -4,047 -15%
LIA
456
LBMC Investment Advisors
Tennessee
$726K -$574K -18,571 -44%
LPAM
457
Lodestar Private Asset Management
California
$725K -$372K -12,043 -34%
TCM
458
Traynor Capital Management
Pennsylvania
$722K -$51.8K -1,675 -7%
BRM
459
Boston Research & Management
Massachusetts
$718K -$28.8K -930 -4%
HFA
460
High Falls Advisors
New York
$709K -$345K -11,160 -33%
RWIA
461
Roger Wittlin Investment Advisory
California
$709K -$326K -10,546 -32%
PTC
462
Private Trust Company
Ohio
$702K +$2.88K +93 +0.4%
FPAS
463
Focus Partners Advisor Solutions
Missouri
$698K -$6.81K -220 -1%
EW
464
Evoke Wealth
California
$697K +$3.56K +115 +0.5%
SAM
465
Sawgrass Asset Management
Florida
$696K – – –
FFA
466
Farther Finance Advisors
California
$692K +$75.3K +2,435 +12%
TCM
467
Triumph Capital Management
Colorado
$691K +$313K +10,121 +83%
DCM
468
Delta Capital Management
New Jersey
$691K -$21.1K -683 -3%
DA
469
Detalus Advisors
Missouri
$689K -$21.2K -685 -3%
BHWM
470
Bar Harbor Wealth Management
New Hampshire
$688K +$204K +6,592 +42%
EIP
471
Easterly Investment Partners
Massachusetts
$686K -$83.5K -2,700 -11%
GIA
472
Gladstone Institutional Advisory
Florida
$679K +$23.1K +748 +4%
IWM
473
Integris Wealth Management
California
$678K +$33.3K +1,075 +5%
CAL
474
Capital Advisors Ltd
Ohio
$673K -$44.8K -1,446 -6%
SWM
475
SeaCrest Wealth Management
New York
$670K +$990 +32 +0.1%
17 18
19
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