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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.

New
Increased
Maintained
Reduced
Closed
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 %
BB
451
Busey Bank
Illinois
$987K -$36.5K -1,160 -4%
WAM
452
WealthTrust Asset Management
Florida
$986K +$40K +1,272 +4%
BL
453
BCWM LLC
Kansas
$982K +$982K +31,240 New
HTC
454
Haverford Trust Company
Pennsylvania
$978K – – –
ICA
455
Infrastructure Capital Advisors
New York
$975K +$975K +31,000 New
William Blair & Company
456
William Blair & Company
Illinois
$969K -$246K -7,826 -20%
BKA
457
Brick & Kyle Associates
Pennsylvania
$969K -$6.35K -202 -0.7%
MHR
458
Matthew Hamilton Rosenberg
$969K +$115K +3,660 +13%
SPC
459
Sigma Planning Corp
Michigan
$968K -$42.2K -1,343 -4%
CFA
460
Camarda Financial Advisors
Florida
$966K +$66K +2,100 +7%
GTAM
461
Global Trust Asset Management
Florida
$955K -$240K -7,642 -20%
GPA
462
Guidance Point Advisors
Massachusetts
$948K +$38.3K +1,217 +4%
ML
463
McAdam LLC
Pennsylvania
$943K -$26.6K -846 -3%
WBG
464
Wharton Business Group
Pennsylvania
$940K – – –
PWM
465
Perigon Wealth Management
California
$937K -$76.2K -2,404 -8%
BTI
466
Blue Trust Inc
Georgia
$933K +$72.6K +2,310 +8%
FHB
467
First Hawaiian Bank
Hawaii
$926K – – –
ANC
468
Ames National Corp
Iowa
$925K +$925K +29,412 New
AAS
469
Annex Advisory Services
Wisconsin
$918K -$153K -4,863 -14%
CTWM
470
Cherry Tree Wealth Management
Minnesota
$905K +$19.3K +614 +2%
RIM
471
RW Investment Management
Idaho
$905K – – –
PDL
472
Portfolio Design Labs
California
$894K +$894K +28,436 New
PCIA
473
Prime Capital Investment Advisors
Kansas
$874K -$152K -4,847 -15%
Neuberger Berman Group
474
Neuberger Berman Group
New York
$869K -$1.57K -50 -0.2%
IWM
475
Integris Wealth Management
California
$867K +$38.8K +1,235 +5%
17 18
19
20 21