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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

987 hedge funds and large institutions have $6.04B invested in iShares Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 302 increasing their positions, 456 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-58
Holders Change %
-5.55%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.04%
% of All Funds
0.88%
New
81
Increased
302
Reduced
456
Closed
126
Calls
$23.2M
Puts
$95.2M
Net Calls
-$72M
Net Calls Change
+$59.7M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$76.5M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$38.8M
3
NYLIM
3
New York Life Investment Management
New York
$25.8M
4
MSWM
4
Mader & Shannon Wealth Management
Missouri
$19M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$193M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$589M
2
Wells Fargo
2
Wells Fargo
California
$277M
3
DCC
3
Dow Chemical Company
Michigan
$0
4
UBS Group
4
UBS Group
Switzerland
$171M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Cresset Asset Management
Illinois
$825K -$3.08M -93,659 -79%
CFA
477
Compass Financial Advisors
Indiana
$824K +$2.5K +76 +0.3%
PTC
478
Private Trust Company
Ohio
$823K +$823K +25,031 New
CAAS
479
Capital Asset Advisory Services
Michigan
$822K -$270K -8,217 -25%
ACA
480
Atlas Capital Advisors
Wyoming
$818K -$805K -24,471 -50%
FCM
481
Fortis Capital Management
Washington
$812K +$609K +18,539 +301%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$810K -$8.03K -244 -1%
SCM
483
Stonehearth Capital Management
Massachusetts
$810K +$284K +8,510 +54%
AA
484
Aire Advisors
California
$804K +$475K +14,448 +144%
WW
485
Westshore Wealth
California
$802K +$802K +24,393 New
LWA
486
Lineweaver Wealth Advisors
Ohio
$796K -$23.5K -715 -3%
SS
487
Sunbelt Securities
Texas
$793K -$114K -3,474 -13%
JG
488
Jefferies Group
New York
$786K -$216K -6,574 -22%
NSIM
489
North Star Investment Management
Illinois
$786K -$207K -6,298 -21%
DCM
490
Delta Capital Management
New Jersey
$784K +$54.1K +1,645 +7%
PAG
491
Powers Advisory Group
Illinois
$780K +$1.68K +51 +0.2%
HG
492
Herbst Group
Connecticut
$776K -$152K -4,600 -16%
EL
493
EQ LLC
Washington
$769K +$3.42K +104 +0.4%
BIA
494
Benchmark Investment Advisors
Illinois
$766K -$3.52K -107 -0.5%
GRP
495
Global Retirement Partners
California
$765K -$32.8K -997 -4%
AMBIA
496
Allen Mooney & Barnes Investment Advisors
Georgia
$760K +$2.43K +74 +0.3%
DWMG
497
DB Wealth Management Group
California
$759K -$223K -6,781 -23%
TNBTD
498
Trustmark National Bank Trust Department
Mississippi
$759K -$39.2K -1,192 -5%
GIA
499
Gladstone Institutional Advisory
Florida
$758K -$1.71K -52 -0.2%
WANY
500
Wealthspire Advisors (New York)
New York
$758K +$758K +23,050 New
18 19
20
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