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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Sawgrass Asset Management
Florida
$655K -$24.1K -800 -4%
PTCG
477
Pring Turner Capital Group
California
$654K -$369K -12,240 -36%
SWM
478
SeaCrest Wealth Management
New York
$654K +$904 +30 +0.1%
BEI
479
Benjamin Edwards Inc
Missouri
$639K -$371K -12,314 -37%
BWP
480
Balboa Wealth Partners
Arizona
$636K +$16.7K +553 +3%
CAL
481
Capital Advisors Ltd
Ohio
$634K -$22K -730 -3%
HCM
482
Hollencrest Capital Management
California
$634K +$1.75K +58 +0.3%
CA
483
Cumberland Advisors
Florida
$633K – – –
AAMC
484
Asset Allocation & Management Company
Illinois
$633K – – –
BIA
485
Benchmark Investment Advisors
Illinois
$633K -$201K -6,659 -24%
CAM
486
Carret Asset Management
New York
$629K +$2.08K +69 +0.3%
BAM
487
Belpointe Asset Management
Nevada
$628K +$252K +8,355 +67%
AUB
488
Atlantic Union Bankshares
Virginia
$628K +$5.43K +180 +0.9%
TW
489
Transform Wealth
Colorado
$621K -$711K -23,573 -53%
SCI
490
Stableford Capital II
Arizona
$620K – – –
National Bank of Canada
491
National Bank of Canada
Quebec, Canada
$615K -$18.7K -632 -3%
APP
492
Avantax Planning Partners
Iowa
$615K -$16.9K -560 -3%
SBIA
493
Sheaff Brock Investment Advisors
Indiana
$614K +$573 +19 +0.1%
AF
494
Allworth Financial
California
$613K +$69.7K +2,313 +13%
DWMG
495
DB Wealth Management Group
California
$613K +$86.7K +2,875 +16%
MAWAG
496
Mid-American Wealth Advisory Group
Missouri
$613K -$4.99M -171,639 -89%
WCM
497
Windham Capital Management
Massachusetts
$612K -$168K -5,562 -21%
CPA
498
Cardiff Park Advisors
California
$611K +$7.51K +249 +1%
ZIM
499
Zacks Investment Management
Illinois
$609K +$109K +3,628 +22%
GFS
500
GYL Financial Synergies
Connecticut
$608K – – –
18 19
20
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