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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.2M
2
IA
IndexIQ Advisors
New York
+$15.1M
3
GC
Guggenheim Capital
Illinois
+$14.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$13M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$159M
2
Bank of America
Bank of America
North Carolina
-$85M
3
HCM
Hilton Capital Management
New York
-$58.9M
4
CF
Clarity Financial
Texas
-$56.5M
5
ECM
Evergreen Capital Management
Washington
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
501
AM Investment Strategies
Tennessee
$963K +$1.53K +42 +0.2%
HCM
502
Hollencrest Capital Management
California
$953K -$84.8K -2,327 -8%
WA
503
Winfield Associates
Ohio
$938K -$320K -8,800 -25%
DA
504
Detalus Advisors
Missouri
$933K – – –
FCA
505
FinTrust Capital Advisors
South Carolina
$932K +$124K +3,413 +15%
RCWM
506
Royal Capital Wealth Management
Indiana
$919K +$692 +19 +0.1%
CFA
507
Compass Financial Advisors
Indiana
$910K +$10.6K +292 +1%
LWA
508
Lineweaver Wealth Advisors
Ohio
$908K -$1.82K -50 -0.2%
CAWM
509
Capital Advisors Wealth Management
Washington
$906K -$7.6M -208,665 -89%
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$906K +$437 +12 +0%
APA
511
Astoria Portfolio Advisors
New York
$903K -$216K -5,921 -19%
Betterment LLC
512
Betterment LLC
New York
$887K -$9.03K -248 -1%
TNBTD
513
Trustmark National Bank Trust Department
Mississippi
$883K -$4.92K -135 -0.6%
PA
514
Perennial Advisors
New York
$870K +$457K +12,540 +110%
BHWM
515
Bar Harbor Wealth Management
New Hampshire
$867K -$18.2K -500 -2%
RSC
516
Red Spruce Capital
Pennsylvania
$865K +$125K +3,423 +17%
PAG
517
Powers Advisory Group
Illinois
$862K -$8.01K -220 -0.9%
OHWP
518
Oak Harbor Wealth Partners
North Carolina
$862K +$263K +7,211 +44%
HVM
519
Harvest Volatility Management
Connecticut
$859K – – –
TCA
520
Transcend Capital Advisors
New Jersey
$854K -$201K -5,510 -19%
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
$854K +$49.5K +1,360 +6%
BIA
522
Benchmark Investment Advisors
Illinois
$853K -$254K -6,967 -23%
EL
523
EQ LLC
Washington
$848K +$5.02K +138 +0.6%
GIA
524
Gladstone Institutional Advisory
Florida
$842K +$62.9K +1,728 +8%
BC
525
Burney Company
Virginia
$841K +$35.2K +966 +4%
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