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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$59.5M
2
ECM
Evergreen Capital Management
Washington
+$55.2M
3
AWM
Affinity Wealth Management
Delaware
+$45.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$40.1M
5
AC
Athanor Capital
New York
+$33.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$82.8M
2
GC
Grimes & Company
Massachusetts
-$74.5M
3
PWAG
Polaris Wealth Advisory Group
California
-$44.1M
4
Jane Street
Jane Street
New York
-$40M
5
Bank of America
Bank of America
North Carolina
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
476
CPWM LLC
Washington
$479K +$2.77K +87 +0.6%
NL
477
NVWM LLC
Pennsylvania
$479K +$48.9K +1,535 +11%
CK
478
Cohen Klingenstein
New York
$478K – – –
MIM
479
Moseley Investment Management
Florida
$477K +$10.2K +320 +2%
SFG
480
Summit Financial Group
West Virginia
$473K +$473K +14,845 New
ADBIC
481
A.D. Beadell Investment Counsel
Wisconsin
$472K – – –
BAM
482
Barrett Asset Management
New York
$469K +$12.7K +400 +3%
SAMC
483
Spectrum Asset Management (Connecticut)
Connecticut
$466K +$466K +14,645 New
HCIA
484
Hochman Cole Investment Advisors
Illinois
$463K -$1.08M -33,829 -70%
SIC
485
Samalin Investment Counsel
New York
$463K -$114K -3,589 -20%
MGIA
486
Moneta Group Investment Advisors
Missouri
$462K -$1.42M -44,708 -75%
CSIC
487
Clifford Swan Investment Counsel
California
$462K -$62.7K -1,972 -12%
GLA
488
Good Life Advisors
Pennsylvania
$462K +$18.9K +597 +4%
WAS
489
Wealth Advisory Solutions
Indiana
$461K +$252K +7,908 +120%
BWM
490
BerganKDV Wealth Management
Minnesota
$457K +$41.6K +1,308 +10%
WANY
491
Wealthspire Advisors (New York)
New York
$456K +$456K +14,321 New
C
492
Clearshares
New York
$453K +$453K +14,212 New
WPC
493
Waters Parkerson & Co
Louisiana
$447K +$447K +14,049 New
FAIM
494
Financial Advocates Investment Management
Washington
$443K -$111K -3,476 -20%
KMWM
495
Keudell/Morrison Wealth Management
Oregon
$443K – – –
EWM
496
Endurance Wealth Management
Rhode Island
$438K +$26.3K +825 +6%
FTI
497
Fiduciary Trust International
Massachusetts
$436K – – –
SNBOSCI
498
Security National Bank of Sioux City Iowa
Iowa
$434K -$130K -4,084 -23%
HWM
499
Hohimer Wealth Management
Washington
$433K +$3.72K +109 +0.9%
VCP
500
Verus Capital Partners
Arizona
$432K -$22.4K -704 -5%
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