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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
451
Ameritas Advisory Services
Nebraska
$710K +$138K +4,817 +24%
FFA
452
Farther Finance Advisors
California
$708K +$33.9K +1,126 +5%
EIP
453
Easterly Investment Partners
Massachusetts
$705K +$36.3K +1,204 +5%
AWA
454
Arete Wealth Advisors
Illinois
$704K -$1.18M -39,002 -63%
RWIA
455
Roger Wittlin Investment Advisory
California
$700K +$9.32K +309 +1%
BCA
456
Bay Colony Advisors
Massachusetts
$692K +$169K +5,600 +32%
TCM
457
Triumph Capital Management
Colorado
$692K +$17.5K +580 +3%
PA
458
PFG Advisors
Arizona
$691K -$207K -6,860 -23%
CSB
459
City State Bank
Iowa
$689K -$48.2K -1,600 -7%
VAM
460
Verity Asset Management
North Carolina
$687K -$527K -17,476 -43%
FPAS
461
Focus Partners Advisor Solutions
Missouri
$684K +$3.98K +132 +0.6%
RMAM
462
Raab & Moskowitz Asset Management
New Jersey
$683K +$96.9K +3,213 +17%
LIA
463
LBMC Investment Advisors
Tennessee
$682K – – –
BJL
464
Brighton Jones LLC
Washington
$677K -$415K -13,767 -38%
VAG
465
VisionPoint Advisory Group
Texas
$677K +$288K +9,563 +74%
SCA
466
Stokes Capital Advisors
South Carolina
$676K +$397K +13,182 +142%
Nuveen Asset Management
467
Nuveen Asset Management
Illinois
$675K -$264K -8,768 -28%
DCM
468
Delta Capital Management
New Jersey
$674K – – –
BRM
469
Boston Research & Management
Massachusetts
$672K -$27.8K -924 -4%
WP
470
WealthSource Partners
California
$671K +$350K +11,600 +109%
TCM
471
Traynor Capital Management
Pennsylvania
$667K -$37.3K -1,237 -5%
DA
472
Detalus Advisors
Missouri
$661K -$9.92K -329 -1%
PTC
473
Private Trust Company
Ohio
$661K -$23.5K -781 -3%
IWM
474
Integris Wealth Management
California
$661K – – –
GIA
475
Gladstone Institutional Advisory
Florida
$659K -$2.62K -87 -0.4%
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