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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
501
Dana Investment Advisors
Wisconsin
$606K -$5.4K -179 -0.9%
FPGK
502
Financial Partners Group (Kansas)
Kansas
$605K +$605K +20,545 New
HVIA
503
Hudson Valley Investment Advisors
New York
$600K – – –
BL
504
BCWM LLC
Kansas
$597K +$43.1K +1,430 +8%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$596K +$315K +10,448 +112%
WJA
506
Willis Johnson & Associates
Texas
$595K +$29.5K +977 +5%
RSC
507
Red Spruce Capital
Pennsylvania
$593K -$3.14K -104 -0.5%
LAM
508
LifePro Asset Management
California
$591K -$20.9K -693 -3%
BC
509
Burney Company
Virginia
$591K +$33.6K +1,113 +6%
SS
510
Simplicity Solutions
Minnesota
$587K -$5.71M -189,376 -91%
AAP
511
Arax Advisory Partners
Colorado
$586K -$245K -8,122 -29%
KBFS
512
Kohmann Bosshard Financial Services
Ohio
$585K +$24K +796 +4%
PVM
513
Palogic Value Management
Texas
$585K – – –
HVM
514
Harvest Volatility Management
Connecticut
$583K – – –
KWS
515
Keystone Wealth Services
California
$582K +$2.65K +88 +0.5%
LMKC
516
L.M. Kohn & Company
Ohio
$578K -$29.2K -969 -5%
SS
517
Sunbelt Securities
Texas
$577K +$296K +9,827 +106%
FCA
518
FinTrust Capital Advisors
South Carolina
$572K -$43K -1,425 -7%
BTI
519
Blue Trust Inc
Georgia
$564K +$24.6K +795 +5%
MSFS
520
Main Street Financial Solutions
Pennsylvania
$564K -$30.4K -1,009 -5%
IAG
521
Investmark Advisory Group
Connecticut
$562K +$82.4K +2,733 +17%
FMC
522
First Merchants Corp
Indiana
$562K -$18.9K -627 -3%
KA
523
Kovack Advisors
Florida
$561K +$11.6K +384 +2%
CC
524
Courier Capital
New York
$560K +$64.6K +2,143 +13%
SMC
525
Smith, Moore & Co
Missouri
$557K -$5.85K -194 -1%
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