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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
476
Stableford Capital II
Arizona
$665K +$665K +21,691 New
National Bank of Canada
477
National Bank of Canada
Quebec, Canada
$663K -$143K -4,632 -18%
AWM
478
Axxcess Wealth Management
California
$658K +$20.1K +650 +3%
IAG
479
Investment Advisory Group
Massachusetts
$653K +$119K +3,856 +22%
VST
480
Van Strum & Towne
California
$650K – – –
AAMC
481
Asset Allocation & Management Company
Illinois
$650K +$650K +21,000 New
CA
482
Cumberland Advisors
Florida
$650K – – –
HCM
483
Hollencrest Capital Management
California
$649K +$1.98K +64 +0.3%
APP
484
Avantax Planning Partners
Iowa
$648K +$41.6K +1,345 +7%
CAM
485
Carret Asset Management
New York
$643K -$13.6K -441 -2%
AUB
486
Atlantic Union Bankshares
Virginia
$639K -$50.8K -1,642 -7%
MC
487
Moors & Cabot
Massachusetts
$637K -$115K -3,709 -15%
BWP
488
Balboa Wealth Partners
Arizona
$636K +$329K +10,637 +107%
FT
489
Fiduciary Trust
Massachusetts
$630K +$195K +6,295 +45%
SBIA
490
Sheaff Brock Investment Advisors
Indiana
$630K +$3.74K +121 +0.6%
Brown Advisory
491
Brown Advisory
Maryland
$629K -$180K -5,826 -22%
LAM
492
LifePro Asset Management
California
$628K -$193K -6,230 -23%
DIA
493
Dana Investment Advisors
Wisconsin
$627K -$2.6K -84 -0.4%
GFS
494
GYL Financial Synergies
Connecticut
$624K +$588 +19 +0.1%
Verition Fund Management
495
Verition Fund Management
Connecticut
$623K -$1.39M -44,851 -69%
LMKC
496
L.M. Kohn & Company
Ohio
$623K +$371 +12 +0.1%
FCA
497
FinTrust Capital Advisors
South Carolina
$623K – – –
CPA
498
Cardiff Park Advisors
California
$619K +$8.41K +272 +1%
SW
499
SkyOak Wealth
Michigan
$617K +$59.7K +1,931 +11%
AHC
500
Adell Harriman & Carpenter
Texas
$617K -$74K -2,382 -11%
18 19
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