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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
501
Lineweaver Wealth Advisors
Ohio
$708K -$19.9K -630 -3%
CSB
502
City State Bank
Iowa
$707K – – –
Nomura Asset Management
503
Nomura Asset Management
Japan
$704K -$1.14M -36,200 -62%
WC
504
Whitney & Co
New York
$695K +$15.3K +485 +2%
CAM
505
Carret Asset Management
New York
$692K -$12K -381 -2%
PCM
506
Pennsylvania Capital Management
Pennsylvania
$691K +$691K +21,915 New
CAL
507
Capital Advisors Ltd
Ohio
$687K -$79.3K -2,516 -10%
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$686K -$97.3K -3,085 -12%
OA
509
Operose Advisors
Wisconsin
$684K -$79.2K -2,509 -10%
IWM
510
Integris Wealth Management
California
$683K +$11K +348 +2%
DCM
511
Delta Capital Management
New Jersey
$683K -$22.1K -700 -3%
BL
512
BCWM LLC
Kansas
$683K +$34.5K +1,092 +5%
RMAM
513
Raab & Moskowitz Asset Management
New Jersey
$680K -$7.26K -230 -1%
CCP
514
Clarity Capital Partners
California
$678K +$73.5K +2,330 +12%
I
515
INVST
Indiana
$674K -$462K -14,774 -41%
DA
516
Dover Advisors
Virginia
$673K -$42.2K -1,338 -6%
SCI
517
Stableford Capital II
Arizona
$672K +$2.75K +86 +0.4%
GIA
518
Gladstone Institutional Advisory
Florida
$671K -$852 -27 -0.1%
FCA
519
FinTrust Capital Advisors
South Carolina
$670K +$40.1K +1,270 +6%
TPA
520
Trivium Point Advisory
Connecticut
$670K +$670K +21,226 New
AOWM
521
Alpha Omega Wealth Management
Virginia
$669K +$8.36K +265 +1%
EDRH
522
Edmond de Rothschild Holding
Switzerland
$669K – – –
EFG
523
Ethos Financial Group
Pennsylvania
$669K +$99.2K +3,145 +17%
LA
524
Lifeworks Advisors
Michigan
$669K -$11.8K -373 -2%
BF
525
BOK Financial
Oklahoma
$668K -$1.02M -32,327 -60%
19 20
21
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