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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$266M
2
Wells Fargo
2
Wells Fargo
California
$322M
3
Bank of America
3
Bank of America
North Carolina
$803M
4
Morgan Stanley
4
Morgan Stanley
New York
$517M
5
MCM
5
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBT
501
Texas Bank & Trust
Texas
$787K +$787K +25,008 New
BCM
502
Bowie Capital Management
Texas
$786K – – –
KA
503
Kovack Advisors
Florida
$776K +$15.8K +504 +2%
CA
504
CGN Advisors
Kansas
$774K +$36.1K +1,149 +5%
CWM
505
ClientFirst Wealth Management
Arkansas
$773K +$773K +24,594 New
SRC
506
Sage Rhino Capital
California
$750K -$85.5K -2,718 -10%
SFP
507
Strategic Financial Partners
Oregon
$743K -$1.26K -40 -0.2%
SFS
508
Sowell Financial Services
Arkansas
$732K -$2.2K -70 -0.3%
CAL
509
Capital Advisors Ltd
Ohio
$729K -$2.17K -69 -0.3%
RSC
510
Red Spruce Capital
Pennsylvania
$728K -$6.04K -192 -0.8%
Bank of New York Mellon
511
Bank of New York Mellon
New York
$726K -$2.89M -91,950 -80%
FFA
512
Farther Finance Advisors
California
$722K -$157K -5,003 -18%
LIA
513
LBMC Investment Advisors
Tennessee
$720K -$17.8K -565 -2%
TCA
514
Transcend Capital Advisors
New Jersey
$720K -$1.97M -62,521 -73%
PCS
515
Private Client Services
Kentucky
$719K +$48.9K +1,554 +7%
CCP
516
Clarity Capital Partners
California
$718K +$54.9K +1,745 +8%
VAM
517
Verity Asset Management
North Carolina
$716K -$717K -22,801 -50%
BWAM
518
Boyd Watterson Asset Management
Ohio
$712K -$1.26K -40 -0.2%
TCM
519
Traynor Capital Management
Pennsylvania
$707K -$52.1K -1,656 -7%
JSW
520
Journey Strategic Wealth
New Jersey
$706K +$706K +22,468 New
SA
521
Sincerus Advisory
New York
$706K +$706K +22,462 New
Nomura Asset Management
522
Nomura Asset Management
Japan
$701K – – –
VWM
523
Valley Wealth Managers
New Jersey
$700K +$136K +4,323 +24%
SWP
524
Summit Wealth Partners
Florida
$699K -$3.21K -102 -0.5%
BAM
525
Belpointe Asset Management
Nevada
$694K -$4.69K -145 -0.7%
19 20
21
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