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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$266M
2
Wells Fargo
2
Wells Fargo
California
$322M
3
Bank of America
3
Bank of America
North Carolina
$803M
4
Morgan Stanley
4
Morgan Stanley
New York
$517M
5
MCM
5
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHCFA
476
William Howard & Co Financial Advisors
Tennessee
$865K +$10.7K +340 +1%
IPA
477
Investment Planning Advisors
Georgia
$864K +$24.8K +788 +3%
LWM
478
LongView Wealth Management
Georgia
$861K -$42.2K -1,341 -5%
IAG
479
Investment Advisory Group
Massachusetts
$860K -$13.1K -417 -2%
AA
480
Aire Advisors
California
$857K -$6.6K -210 -0.8%
AIS
481
AM Investment Strategies
Tennessee
$849K +$5.76K +183 +0.7%
B
482
Bellecapital
Switzerland
$849K +$849K +27,000 New
NSIM
483
North Star Investment Management
Illinois
$847K +$248K +7,889 +41%
PP
484
Patten & Patten
Tennessee
$838K -$285K -9,075 -25%
MC
485
Moors & Cabot
Massachusetts
$837K -$52.7K -1,675 -6%
NAS
486
Nicolet Advisory Services
Wisconsin
$831K -$35.3K -1,136 -4%
WJA
487
Willis Johnson & Associates
Texas
$828K +$2.96K +94 +0.4%
TSS
488
Two Sigma Securities
New York
$827K +$105K +3,344 +15%
ONST
489
Old North State Trust
North Carolina
$823K +$823K +26,177 New
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$823K +$188K +5,973 +30%
WWM
491
Western Wealth Management
Colorado
$818K -$821K -26,097 -50%
JSSH
492
J. Safra Sarasin Holding
$817K – – –
KIA
493
KCM Investment Advisors
California
$813K -$128K -4,073 -14%
JCM
494
Jacobi Capital Management
Pennsylvania
$809K +$35.7K +1,135 +5%
PFBT
495
Parkside Financial Bank & Trust
Missouri
$808K +$2.11K +67 +0.3%
RTC
496
Real Talk Capital
Tennessee
$807K +$807K +25,668 New
CIA
497
Capital Investment Advisors
Georgia
$803K +$40.7K +1,293 +5%
TYCC
498
Texas Yale Capital Corp
Florida
$798K -$12.1K -385 -1%
PJSIMP
499
P.J. Schmidt Investment Management (PJS)
Wisconsin
$792K +$33K +1,049 +4%
PCP
500
Proficio Capital Partners
Massachusetts
$791K -$49.7K -1,580 -6%
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