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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$34M 1,100,570 -43,133 -4%
SAM
27
SP Asset Management
California
$33.7M 1,089,182 -31,004 -3%
OPAM
28
Ocean Park Asset Management
California
$33.6M 1,087,178 +1,087,178 New
DWM
29
Dakota Wealth Management
Florida
$32.1M 1,037,249 +1,010,275 +3,745%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$30.4M 982,602 -87,789 -8%
SI
31
Stephens Inc
Arkansas
$29.2M 943,107 +7,335 +0.8%
SMFG
32
Sumitomo Mitsui Financial Group
Japan
$27.6M 891,181 -40,237 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$27M 874,053 -204,682 -19%
Citigroup
34
Citigroup
New York
$26.7M 863,824 +528,559 +158%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$26.7M 862,217 +90,876 +12%
IWS
36
Insight Wealth Strategies
California
$26.3M 851,632 +14,907 +2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$26.3M 849,316 -3,646 -0.4%
WF
38
Welch & Forbes
Massachusetts
$24.3M 784,752 -47,213 -6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$24M 776,490 -18,572 -2%
CWM
40
Congress Wealth Management
Massachusetts
$21.8M 704,637 -15,936 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$20.2M 653,427 +353,596 +118%
RJA
42
Raymond James & Associates
Florida
$19.8M 640,522 +32,657 +5%
SWIG
43
Strategic Wealth Investment Group
Kentucky
$18.8M 609,276 +100,050 +20%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$18.5M 596,938 -7,632 -1%
CAN
45
Cetera Advisor Networks
California
$17.9M 579,028 +43,731 +8%
CTB
46
Country Trust Bank
Illinois
$17.6M 568,984 – –
FMLI
47
Fukoku Mutual Life Insurance
Japan
$17.6M 567,500 -567,500 -50%
Stifel Financial
48
Stifel Financial
Missouri
$17.4M 563,046 -70,425 -11%
PCA
49
Pallas Capital Advisors
Massachusetts
$17.3M 563,967 +176,993 +46%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$17.2M 555,055 +39,030 +8%
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