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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Hilton Capital Management
New York
$38M 1,205,082 +70,218 +6%
DWM
27
Dakota Wealth Management
Florida
$36.9M 1,169,490 +29 +0%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$35.6M 1,127,678 -136,471 -11%
KeyBank National Association
29
KeyBank National Association
Ohio
$32.6M 1,034,129 -33,683 -3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$31.6M 1,000,530 -26,559 -3%
Cohen & Steers
31
Cohen & Steers
New York
$31.5M 997,941 -1,537,073 -61%
GT
32
Greenleaf Trust
Michigan
$31.3M 990,792 +32,272 +3%
IWS
33
Insight Wealth Strategies
California
$30.7M 973,190 +13,172 +1%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$30.4M 962,925 -4,664,732 -83%
RIM
35
Redwood Investment Management
Arizona
$29.3M 929,143 +929,143 New
SG Americas Securities
36
SG Americas Securities
New York
$29.2M 924,696 – –
SI
37
Stephens Inc
Arkansas
$28.6M 905,630 -9,291 -1%
HWM
38
Horizon Wealth Management
Illinois
$28.1M 890,901 +890,901 New
TPWA
39
TRUE Private Wealth Advisors
Oregon
$28M 888,366 -489,767 -36%
Corient Private Wealth
40
Corient Private Wealth
Florida
$26.5M 839,791 +51,955 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$26M 823,419 +34,892 +4%
OPAM
42
Ocean Park Asset Management
California
$25.7M 814,436 -1,317,727 -62%
MF
43
Montis Financial
Massachusetts
$24.6M 780,423 +8,033 +1%
TA
44
Townsend & Associates
Colorado
$24.1M 759,024 +18,768 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$23.8M 753,568 +148,989 +25%
SW
46
SVB Wealth
Massachusetts
$23.5M 744,062 -81,354 -10%
RJA
47
Raymond James & Associates
Florida
$22.8M 721,630 +48,672 +7%
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$22.5M 714,106 -6,405 -0.9%
Goldman Sachs
49
Goldman Sachs
New York
$22.2M 704,328 -2,999,369 -81%
WF
50
Welch & Forbes
Massachusetts
$22.1M 703,013 +18,195 +3%
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