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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
476
Texas Yale Capital Corp
Florida
$814K +$76.5K +2,425 +10%
AF
477
Allworth Financial
California
$813K +$73.9K +2,321 +10%
IAN
478
Integrated Advisors Network
Texas
$812K -$50.6K -1,603 -6%
KWA
479
Kingswood Wealth Advisors
California
$807K +$393K +12,448 +95%
PFBT
480
Parkside Financial Bank & Trust
Missouri
$807K -$161K -5,092 -17%
AA
481
Aire Advisors
California
$806K -$76.7K -2,431 -9%
AA
482
Apriem Advisors
California
$801K -$367K -11,628 -31%
PWLP
483
Prio Wealth Limited Partnership
Massachusetts
$796K – – –
TC
484
TownSquare Capital
Utah
$793K +$386K +12,229 +95%
CA
485
CGN Advisors
Kansas
$786K +$121K +3,835 +18%
BTI
486
Blue Trust Inc
Georgia
$785K – – –
MC
487
Moors & Cabot
Massachusetts
$776K -$127K -4,031 -14%
IA
488
IFP Advisors
Florida
$774K -$12.1K -383 -2%
PIM
489
Penobscot Investment Management
Massachusetts
$760K +$88.3K +2,800 +13%
SFP
490
Strategic Financial Partners
Oregon
$755K -$21.3K -675 -3%
PJSIMP
491
P.J. Schmidt Investment Management (PJS)
Wisconsin
$747K +$89K +2,820 +14%
LIA
492
LBMC Investment Advisors
Tennessee
$741K – – –
FT
493
Fiduciary Trust
Massachusetts
$738K -$49.4K -1,565 -6%
CHA
494
Carmichael Hill & Associates
Maryland
$731K +$7.04K +223 +1%
RIA
495
Richwood Investment Advisors
Ohio
$726K -$54K -1,713 -7%
SCG
496
Sonata Capital Group
Washington
$719K -$7.07K -224 -1%
WW
497
Westshore Wealth
California
$719K -$1.52M -48,156 -68%
BWAM
498
Boyd Watterson Asset Management
Ohio
$715K +$422K +13,390 +145%
SWP
499
Summit Wealth Partners
Florida
$710K -$5.49K -174 -0.8%
BWP
500
Balboa Wealth Partners
Arizona
$708K +$3.53K +112 +0.5%
18 19
20
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