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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
501
Hudson Valley Investment Advisors
New York
$616K -$1.14M -36,922 -65%
RSC
502
Red Spruce Capital
Pennsylvania
$612K +$63.3K +2,046 +12%
AAS
503
Ameritas Advisory Services
Nebraska
$611K -$32.3K -1,056 -5%
MSFS
504
Main Street Financial Solutions
Pennsylvania
$610K +$18.4K +595 +3%
TWC
505
TD Waterhouse Canada
Ontario, Canada
$607K -$303K -9,797 -33%
JIC
506
Joel Isaacson & Co
New York
$602K -$54.2K -1,753 -8%
RMAM
507
Raab & Moskowitz Asset Management
New Jersey
$601K +$83.4K +2,697 +16%
AWM
508
Aprio Wealth Management
Georgia
$600K +$600K +19,402 New
PVM
509
Palogic Value Management
Texas
$600K -$18.6K -600 -3%
Capital Fund Management (CFM)
510
Capital Fund Management (CFM)
France
$599K +$186K +6,000 +45%
NSIM
511
North Star Investment Management
Illinois
$598K -$93.7K -3,029 -14%
HVM
512
Harvest Volatility Management
Connecticut
$598K -$131K -4,243 -18%
PP
513
Prudential plc
United Kingdom
$597K -$198K -6,400 -25%
FMC
514
First Merchants Corp
Indiana
$596K -$31.7K -1,025 -5%
KWS
515
Keystone Wealth Services
California
$594K -$70.6K -2,283 -11%
Fidelity Investments
516
Fidelity Investments
Massachusetts
$589K -$79.5K -2,571 -12%
WJA
517
Willis Johnson & Associates
Texas
$580K – – –
RWB
518
RMR Wealth Builders
New Jersey
$578K +$44.4K +1,435 +8%
SMC
519
Smith, Moore & Co
Missouri
$577K +$1.36K +44 +0.2%
JAG
520
Journey Advisory Group
Kentucky
$576K – – –
KBFS
521
Kohmann Bosshard Financial Services
Ohio
$576K -$1.18M -38,051 -67%
BC
522
Burney Company
Virginia
$572K -$9.5K -307 -2%
TWM
523
Tradition Wealth Management
Minnesota
$571K -$2.47K -80 -0.4%
CAWM
524
Capital Advisors Wealth Management
Washington
$570K -$27K -872 -5%
BL
525
BCWM LLC
Kansas
$569K -$8.73K -282 -2%
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