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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$540M
2
OPAM
Ocean Park Asset Management
California
$33.6M
3
DWM
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$61.6M
2
FMLI
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
4
QWM
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
526
Evergreen Capital Management
Washington
$568K – – –
VA
527
Valmark Advisers
Ohio
$564K -$21.9K -708 -4%
KA
528
Kovack Advisors
Florida
$564K +$56.8K +1,836 +11%
BSA
529
Bull Street Advisors
Georgia
$564K -$143K -4,625 -20%
WDG
530
Wealth Dimensions Group
Ohio
$564K -$1.42K -46 -0.3%
PA
531
Procyon Advisors
Connecticut
$558K -$52.6K -1,702 -9%
AF
532
Allworth Financial
California
$558K -$68K -2,199 -11%
NA
533
Nottingham Advisors
New York
$547K -$38.7K -1,250 -7%
I
534
INVST
Indiana
$546K +$546K +17,638 New
CIA
535
Capital Investment Advisors
Georgia
$545K +$113K +3,668 +26%
BTI
536
Blue Trust Inc
Georgia
$544K +$31.2K +1,000 +6%
DWMG
537
DB Wealth Management Group
California
$540K +$2.35K +76 +0.4%
SCM
538
Schnieders Capital Management
California
$537K +$146K +4,725 +37%
BCA
539
Bay Colony Advisors
Massachusetts
$537K -$56K -1,809 -9%
CAAS
540
Capital Asset Advisory Services
Michigan
$535K -$35.7K -1,158 -6%
MCM
541
Manchester Capital Management
Vermont
$535K +$210K +6,776 +64%
AOWM
542
Alpha Omega Wealth Management
Virginia
$534K -$97.5K -3,152 -15%
AIS
543
AM Investment Strategies
Tennessee
$533K +$15.5K +501 +3%
CCA
544
Cadent Capital Advisors
Oklahoma
$530K +$6.93K +224 +1%
MLA
545
My Legacy Advisors
Oregon
$529K -$57.2K -1,842 -10%
LWM
546
Lodestone Wealth Management
Washington
$529K -$33.6K -1,086 -6%
AA
547
Aire Advisors
California
$527K -$93.9K -3,036 -15%
IF
548
Ironwood Financial
Arizona
$525K -$22.8K -737 -4%
AMBIA
549
Allen Mooney & Barnes Investment Advisors
Georgia
$523K +$3.53K +114 +0.7%
SLWA
550
San Luis Wealth Advisors
California
$522K -$970K -31,356 -65%
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