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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.4M 1,440,629 +110,828 +8%
CSIA
27
Charles Schwab Investment Advisory
California
$45.1M 1,399,411 +1,399,411 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$44.9M 1,391,966 -109,985 -7%
EWM
29
Edge Wealth Management
New York
$44.8M 1,389,103 -14,394 -1%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$44.4M 1,378,133 +179,666 +15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$40.7M 1,264,149 +972,514 +333%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$40.5M 1,256,776 +347,574 +38%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$39.5M 1,224,476 -105,048 -8%
DWM
34
Dakota Wealth Management
Florida
$37.7M 1,169,461 +25,447 +2%
HCM
35
Hilton Capital Management
New York
$36.6M 1,134,864 -39,840 -3%
KeyBank National Association
36
KeyBank National Association
Ohio
$34.4M 1,067,812 -42,760 -4%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$33.1M 1,027,089 +19,006 +2%
IWS
38
Insight Wealth Strategies
California
$30.9M 960,018 +11,422 +1%
GT
39
Greenleaf Trust
Michigan
$30.9M 958,520 +233,319 +32%
SG Americas Securities
40
SG Americas Securities
New York
$29.8M 924,696 – –
SI
41
Stephens Inc
Arkansas
$29.5M 914,921 +8,835 +1%
SW
42
SVB Wealth
Massachusetts
$26.6M 825,416 -21,781 -3%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$25.4M 788,527 -33,318 -4%
Corient Private Wealth
44
Corient Private Wealth
Florida
$25.4M 787,836 -36,139 -4%
MF
45
Montis Financial
Massachusetts
$24.9M 772,390 +457,697 +145%
SMFG
46
Sumitomo Mitsui Financial Group
Japan
$23.2M 720,511 -61,989 -8%
TA
47
Townsend & Associates
Colorado
$23.2M 740,256 +17,180 +2%
WF
48
Welch & Forbes
Massachusetts
$22.1M 684,818 -3,981 -0.6%
RJA
49
Raymond James & Associates
Florida
$21.7M 672,958 -269,344 -29%
JIP
50
Jaffetilchin Investment Partners
Florida
$21.6M 668,653 +421,708 +171%
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