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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$897M
2
Cohen & Steers
2
Cohen & Steers
New York
$173M
3
OPAM
3
Ocean Park Asset Management
California
$58.7M
4
OWM
4
Orgel Wealth Management
Wisconsin
$57.3M
5
FIB
5
First Interstate Bank
Montana
$44.3M

Top Sellers

1
AB
1
Aozora Bank
Japan
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$32.6M
4
BlackRock
4
BlackRock
New York
$76.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
26
TRUE Private Wealth Advisors
Oregon
$37.4M 1,198,467 +84,232 +8%
HCM
27
Hilton Capital Management
New York
$36.6M 1,174,704 +1,099,095 +1,454%
DWM
28
Dakota Wealth Management
Florida
$35.7M 1,144,014 +18,425 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$34.7M 1,111,547 -621,728 -36%
KeyBank National Association
30
KeyBank National Association
Ohio
$34.6M 1,110,572 -110,849 -9%
Goldman Sachs
31
Goldman Sachs
New York
$32.6M 1,046,258 -1,114,247 -52%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$31.4M 1,008,083 -25,596 -2%
IWS
33
Insight Wealth Strategies
California
$29.6M 948,596 +84,208 +10%
RJA
34
Raymond James & Associates
Florida
$29.4M 942,302 +254,906 +37%
SG Americas Securities
35
SG Americas Securities
New York
$28.8M 924,696 +924,696 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$28.4M 909,202 +63,574 +8%
SI
37
Stephens Inc
Arkansas
$28.3M 906,086 -13,824 -2%
SW
38
SVB Wealth
Massachusetts
$26.4M 847,197 -498,780 -37%
Corient Private Wealth
39
Corient Private Wealth
Florida
$25.7M 823,975 -235,280 -22%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$25.6M 821,845 +210,268 +34%
SMFG
41
Sumitomo Mitsui Financial Group
Japan
$24.4M 782,500 -13,241 -2%
TA
42
Townsend & Associates
Colorado
$22.9M 723,076 +326,782 +82%
GT
43
Greenleaf Trust
Michigan
$22.6M 725,201 +725,201 New
WF
44
Welch & Forbes
Massachusetts
$21.5M 688,799 -46,323 -6%
SWIG
45
Strategic Wealth Investment Group
Kentucky
$20.8M 665,679 +23,929 +4%
CWM
46
Congress Wealth Management
Massachusetts
$20.5M 656,848 -46,960 -7%
SAM
47
SP Asset Management
California
$20.3M 651,175 -352,124 -35%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$20M 640,443 +618,071 +2,763%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$18.9M 605,064 -269,243 -31%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$18.9M 604,425 +31,825 +6%
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