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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
526
Twelve Points Wealth Management
Massachusetts
$555K -$191K -6,326 -26%
TWC
527
TD Waterhouse Canada
Ontario, Canada
$554K -$26.7K -902 -5%
ECM
528
Evergreen Capital Management
Washington
$554K – – –
JAG
529
Journey Advisory Group
Kentucky
$553K -$9.05K -300 -2%
Fidelity Investments
530
Fidelity Investments
Massachusetts
$548K -$26K -862 -5%
TWM
531
Tradition Wealth Management
Minnesota
$546K -$10.4K -344 -2%
CA
532
CGN Advisors
Kansas
$541K +$54.5K +1,808 +11%
RWB
533
RMR Wealth Builders
New Jersey
$539K -$24.6K -815 -4%
PAA
534
Peregrine Asset Advisers
Oregon
$539K +$539K +17,880 New
VA
535
Valmark Advisers
Ohio
$539K -$10.9K -363 -2%
CAWM
536
Capital Advisors Wealth Management
Washington
$538K -$16.9K -561 -3%
JIC
537
Joel Isaacson & Co
New York
$537K -$50.5K -1,676 -9%
NA
538
Nottingham Advisors
New York
$534K – – –
PA
539
Procyon Advisors
Connecticut
$529K -$14.8K -490 -3%
AOWM
540
Alpha Omega Wealth Management
Virginia
$529K +$8.02K +266 +2%
AIS
541
AM Investment Strategies
Tennessee
$523K +$2.84K +94 +0.5%
VVP
542
Venture Visionary Partners
Ohio
$519K +$55.5K +1,840 +12%
HFA
543
High Falls Advisors
New York
$517K -$174K -5,761 -25%
Wolverine Trading
544
Wolverine Trading
Illinois
$513K +$209K +6,936 +69%
PAG
545
Powers Advisory Group
Illinois
$508K +$31.2K +1,034 +7%
FAIM
546
Financial Advocates Investment Management
Washington
$503K +$179K +5,810 +55%
MMA
547
Miracle Mile Advisors
California
$503K -$336K -11,135 -40%
CCWM
548
Cassaday & Co Wealth Management
Virginia
$500K +$500K +16,600 New
BTWM
549
Baker Tilly Wealth Management
Wisconsin
$496K +$5.28K +175 +1%
RSWM
550
Robertson Stephens Wealth Management
California
$493K +$43K +1,425 +10%
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