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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$103M
2
FIA
2
Foundations Investment Advisors
Arizona
$87.9M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$42.6M
4
Wells Fargo
4
Wells Fargo
California
$331M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.5M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
AC
3
Athanor Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
526
FNY Investment Advisers
New York
$419K +$416K +12,000 +12,000%
KP
527
Keel Point
Alabama
$418K +$418K +12,059 New
PCWA
528
Pacific Capital Wealth Advisors
California
$414K +$727 +21 +0.2%
EWM
529
EPG Wealth Management
Georgia
$413K +$2.12K +61 +0.5%
KFC
530
Klingenstein Fields & Co
New York
$412K – – –
WEPOG
531
Wealth Enhancement & Preservation of GA
Georgia
$411K -$350K -10,717 -46%
FWSM
532
First Wilshire Securities Management
California
$410K – – –
TF
533
TimeScale Financial
Massachusetts
$404K – – –
EAMA
534
EFG Asset Management (Americas)
Florida
$402K +$9.7K +280 +2%
TCBWMS
535
Texas Capital Bank Wealth Management Services
Texas
$401K +$401K +11,577 New
ATPW
536
Ashton Thomas Private Wealth
Arizona
$400K +$69.5K +2,007 +21%
JCM
537
Jacobi Capital Management
Pennsylvania
$399K +$71.7K +2,070 +22%
NF
538
Nikulski Financial
Iowa
$394K -$157K -4,524 -28%
RT
539
Rockland Trust
Massachusetts
$390K -$72.1K -2,080 -16%
CPO
540
Cerity Partners OCIO
New York
$390K -$1.32K -38 -0.3%
ACI
541
Alpha Cubed Investments
California
$389K -$170K -4,919 -30%
RIM
542
Rockbridge Investment Management
New York
$389K +$389K +11,233 New
KMWM
543
Keudell/Morrison Wealth Management
Oregon
$387K -$95.3K -2,750 -20%
SCM
544
Schnieders Capital Management
California
$386K – – –
VHAM
545
Van Hulzen Asset Management
California
$385K -$16.9K -489 -4%
FWM
546
Frontier Wealth Management
Missouri
$383K +$383K +11,069 New
WI
547
Wintrust Investments
Illinois
$381K +$108K +3,133 +40%
GJCM
548
Grand Jean Capital Management
California
$379K -$20.8K -600 -5%
CG
549
Cutler Group
California
$377K +$377K +10,904 New
OCPWS
550
One Charles Private Wealth Services
Massachusetts
$376K -$8.93K -247 -2%
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