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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$59.5M
2
ECM
Evergreen Capital Management
Washington
+$55.2M
3
AWM
Affinity Wealth Management
Delaware
+$45.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$40.1M
5
AC
Athanor Capital
New York
+$33.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$82.8M
2
GC
Grimes & Company
Massachusetts
-$74.5M
3
PWAG
Polaris Wealth Advisory Group
California
-$44.1M
4
Jane Street
Jane Street
New York
-$40M
5
Bank of America
Bank of America
North Carolina
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
501
MainStreet Investment Advisors
Illinois
$429K +$429K +13,459 New
LFPWM
502
Leicht Financial Planning & Wealth Management
New Jersey
$426K -$1.82M -57,284 -81%
KC
503
Kingfisher Capital
North Carolina
$425K -$11.3K -354 -3%
RT
504
Rockland Trust
Massachusetts
$424K -$41.5K -1,305 -9%
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$424K +$424K +13,321 New
ISL
506
Ingalls & Snyder LLC
New York
$423K -$20.7K -650 -5%
SG
507
Somerset Group
Minnesota
$411K – – –
AIC
508
Archer Investment Corporation
Indiana
$411K +$124K +3,900 +43%
SWM
509
Sanctuary Wealth Management
Idaho
$410K – – –
GA
510
GFS Advisors
Texas
$409K – – –
LWA
511
Lenox Wealth Advisors
New York
$407K +$39.8K +1,250 +11%
BAM
512
Brave Asset Management
New Jersey
$405K -$10.8M -339,745 -96%
SWA
513
SFMG Wealth Advisors
Texas
$404K +$32 +1 +0%
WCG
514
Weaver Consulting Group
California
$399K -$184K -5,772 -32%
SCA
515
Sage Capital Advisors
South Dakota
$390K -$34.2K -1,072 -8%
ST
516
Somerset Trust
Pennsylvania
$390K +$8.34K +262 +2%
CWP
517
Capital Wealth Planning
Florida
$390K +$47.7K +1,500 +14%
BSG
518
Black Swift Group
Colorado
$382K +$382K +12,000 New
AFS
519
Aft Forsyth & Sober
Florida
$381K -$7.13M -223,500 -95%
PCWA
520
Pacific Capital Wealth Advisors
California
$380K +$382 +12 +0.1%
WAP
521
Wealthcare Advisory Partners
Pennsylvania
$379K -$387K -12,163 -51%
KFC
522
Klingenstein Fields & Co
New York
$379K – – –
LCM
523
Liberty Capital Management
Michigan
$379K +$379K +11,895 New
FWSM
524
First Wilshire Securities Management
California
$377K – – –
GRP
525
Global Retirement Partners
California
$377K +$85.1K +2,672 +29%
19 20
21
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