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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,009 hedge funds and large institutions have $6.02B invested in iShares Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 413 increasing their positions, 361 reducing their positions, and 53 closing their positions.

Holders
1,009
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.6%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.45%
New
78
Increased
413
Reduced
361
Closed
53
Calls
$5.43M
Puts
$26.4M
Net Calls
-$21M
Net Calls Change
+$7.91M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$512M
2
HF
2
HRT Financial
New York
$28M
3
Goldman Sachs
3
Goldman Sachs
New York
$47.8M
4
Wells Fargo
4
Wells Fargo
California
$300M
5
LPL Financial
5
LPL Financial
California
$238M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.11M
2
Cohen & Steers
2
Cohen & Steers
New York
$714K
3
RIM
3
Redwood Investment Management
Arizona
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
26
Edge Wealth Management
New York
$44.2M 1,329,986 -28,266 -2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$41.1M 1,236,217 -208,336 -14%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$40.3M 1,212,473 -12,961 -1%
DWM
29
Dakota Wealth Management
Florida
$39.1M 1,175,764 +6,274 +0.5%
GT
30
Greenleaf Trust
Michigan
$34.4M 1,034,411 +43,619 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$33.5M 1,007,600 +7,070 +0.7%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$33M 994,536 -133,142 -12%
KeyBank National Association
33
KeyBank National Association
Ohio
$32.4M 975,346 -58,783 -6%
HWM
34
Horizon Wealth Management
Illinois
$31.3M 941,411 +50,510 +6%
SI
35
Stephens Inc
Arkansas
$30.2M 908,902 +3,272 +0.4%
HighTower Advisors
36
HighTower Advisors
Illinois
$29M 871,752 +118,184 +16%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$28.1M 844,582 +21,163 +3%
HF
38
HRT Financial
New York
$28M 843,757 +843,757 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$26.7M 803,608 -36,183 -4%
TA
40
Townsend & Associates
Colorado
$26.5M 803,290 +44,266 +6%
RJA
41
Raymond James & Associates
Florida
$26.5M 796,751 +75,121 +10%
NYLIM
42
New York Life Investment Management
New York
$26.2M 788,503 +92,852 +13%
MF
43
Montis Financial
Massachusetts
$25.9M 778,191 -2,232 -0.3%
SMFG
44
Sumitomo Mitsui Financial Group
Japan
$24.7M 744,091 +29,985 +4%
JIP
45
Jaffetilchin Investment Partners
Florida
$24.1M 726,188 +27,357 +4%
WF
46
Welch & Forbes
Massachusetts
$23.8M 716,537 +13,524 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$23.4M 704,087 +21,450 +3%
Stifel Financial
48
Stifel Financial
Missouri
$22.9M 689,359 +26,348 +4%
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$22.9M 688,097 +18,242 +3%
IWS
50
Insight Wealth Strategies
California
$22.8M 685,279 -287,911 -30%
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