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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$59.5M
2
ECM
Evergreen Capital Management
Washington
+$55.2M
3
AWM
Affinity Wealth Management
Delaware
+$45.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$40.1M
5
AC
Athanor Capital
New York
+$33.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$82.8M
2
GC
Grimes & Company
Massachusetts
-$74.5M
3
PWAG
Polaris Wealth Advisory Group
California
-$44.1M
4
Jane Street
Jane Street
New York
-$40M
5
Bank of America
Bank of America
North Carolina
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
526
EPG Wealth Management
Georgia
$377K +$364K +11,434 +2,762%
TC
527
Telemus Capital
Michigan
$376K – – –
AIP
528
Almanack Investment Partners
Pennsylvania
$376K +$40.8K +1,283 +12%
TNB
529
TCF National Bank
South Dakota
$374K +$163K +5,126 +77%
TF
530
TimeScale Financial
Massachusetts
$370K +$47.1K +1,481 +15%
VHAM
531
Van Hulzen Asset Management
California
$369K +$183K +5,765 +99%
GJCM
532
Grand Jean Capital Management
California
$367K – – –
AWA
533
Arete Wealth Advisors
Illinois
$363K -$13.9K -443 -4%
AFP
534
Ausdal Financial Partners
Iowa
$362K +$79.4K +2,356 +28%
CA
535
Crewe Advisors
Utah
$360K -$237K -7,444 -40%
EAMA
536
EFG Asset Management (Americas)
Florida
$360K +$151K +4,758 +72%
CPO
537
Cerity Partners OCIO
New York
$359K +$95 +3 +0%
PA
538
Parallel Advisors
California
$358K +$162K +5,106 +83%
SCM
539
Schnieders Capital Management
California
$355K +$62.1K +1,950 +21%
CPIA
540
Cornell Pochily Investment Advisors
New York
$353K -$318 -10 -0.1%
SFA
541
Sequoia Financial Advisors
Ohio
$350K +$67K +2,101 +24%
PWM
542
PBMares Wealth Management
Virginia
$346K -$46.1K -1,451 -12%
GSWM
543
Golden State Wealth Management
California
$343K +$343K +10,777 New
WMA
544
Wealth Management Associates
New Jersey
$343K -$21.3K -668 -6%
ACA
545
Aptus Capital Advisors
Alabama
$339K -$727K -22,866 -68%
OCPWS
546
One Charles Private Wealth Services
Massachusetts
$339K -$45.4K -1,426 -12%
SC
547
Stolper & Co
Oklahoma
$339K +$339K +10,641 New
MWM
548
Meridian Wealth Management
Kentucky
$335K -$11.6K -364 -3%
MFW
549
Meristem Family Wealth
Minnesota
$335K – – –
BFA
550
Bragg Financial Advisors
North Carolina
$334K +$66.8K +2,100 +25%
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