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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
451
TD Asset Management
Ontario, Canada
$872K +$124K +3,925 +17%
CFA
452
Camarda Financial Advisors
Florida
$870K -$14.1K -448 -2%
BCA
453
Bay Colony Advisors
Massachusetts
$865K -$1.2K -38 -0.1%
CCC
454
Chesapeake Capital Corp
Florida
$860K -$910K -28,851 -51%
ST
455
Somerset Trust
Pennsylvania
$859K -$2.62K -83 -0.3%
SFS
456
Sowell Financial Services
Arkansas
$857K -$89.5K -2,838 -9%
PBF
457
Petix & Botte Financial
California
$857K +$432K +13,679 +102%
WWM
458
Western Wealth Management
Colorado
$856K -$8.52K -270 -1%
MWA
459
Monograph Wealth Advisors
California
$856K – – –
PA
460
Pinnacle Associates
New York
$853K +$48.5K +1,538 +6%
B
461
Bellecapital
Switzerland
$852K – – –
WHCFA
462
William Howard & Co Financial Advisors
Tennessee
$849K -$17.1K -542 -2%
SRC
463
Sage Rhino Capital
California
$846K +$16.8K +534 +2%
TSS
464
Two Sigma Securities
New York
$844K +$7.54K +239 +0.9%
IPA
465
Investment Planning Advisors
Georgia
$842K +$842K +26,681 New
AIS
466
AM Investment Strategies
Tennessee
$840K +$6.18K +196 +0.7%
PA
467
PFG Advisors
Arizona
$837K -$220K -6,973 -21%
Neuberger Berman Group
468
Neuberger Berman Group
New York
$837K -$78.9K -2,500 -9%
WJA
469
Willis Johnson & Associates
Texas
$825K +$79.2K +2,511 +11%
WSFS
470
Wilmington Savings Fund Society
Delaware
$825K +$132K +4,180 +19%
JSSH
471
J. Safra Sarasin Holding
$820K +$820K +26,000 New
MHR
472
Matthew Hamilton Rosenberg
$819K -$23.9K -764 -3%
SCM
473
Sage Capital Management
New Jersey
$816K +$6.15K +195 +0.8%
BCWM
474
Bartlett & Co Wealth Management
Ohio
$816K -$37.1K -1,175 -4%
FCI
475
Financial Counselors Inc
Kansas
$815K -$419K -13,289 -34%
17 18
19
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