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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
526
Keystone Wealth Services
California
$665K -$87.7K -2,780 -12%
AAMC
527
Asset Allocation & Management Company
Illinois
$663K – – –
CSPIA
528
Cary Street Partners Investment Advisory
Virginia
$660K +$386K +12,243 +141%
KA
529
Kovack Advisors
Florida
$655K +$83.3K +2,640 +15%
IAG
530
Investmark Advisory Group
Connecticut
$654K +$13.2K +417 +2%
SW
531
Simplicity Wealth
New Jersey
$652K -$310K -9,834 -32%
CAAS
532
Capital Asset Advisory Services
Michigan
$649K -$2.17K -69 -0.3%
JCM
533
Jacobi Capital Management
Pennsylvania
$648K +$84.5K +2,679 +15%
Northern Trust
534
Northern Trust
Illinois
$648K -$186K -5,886 -22%
SCA
535
STALEY CAPITAL ADVISERS
Pennsylvania
$647K – – –
BFG
536
Beacon Financial Group
Texas
$647K -$43.7K -1,384 -6%
RSC
537
Red Spruce Capital
Pennsylvania
$645K +$33.8K +1,070 +6%
MWM
538
Melfa Wealth Management
Massachusetts
$644K +$41K +1,300 +7%
CA
539
Cumberland Advisors
Florida
$642K – – –
LA
540
Lane & Associates
New Jersey
$639K +$143K +4,526 +29%
MWM
541
Mission Wealth Management
California
$636K +$14.5K +459 +2%
AWA
542
Arete Wealth Advisors
Illinois
$634K -$112K -3,541 -15%
PVM
543
Palogic Value Management
Texas
$632K +$20.2K +640 +3%
TCM
544
Traynor Capital Management
Pennsylvania
$627K +$33.9K +1,076 +6%
PCS
545
Private Client Services
Kentucky
$626K -$47.1K -1,492 -7%
CPA
546
Cardiff Park Advisors
California
$625K +$8.11K +257 +1%
CKAIS
547
Christensen King & Associates Investment Services
Washington
$622K -$21.5K -682 -3%
FI
548
Financial Insights
Washington
$620K +$94.7K +3,000 +18%
MCA
549
MSH Capital Advisors
Arizona
$615K +$64.6K +2,047 +12%
HVM
550
Harvest Volatility Management
Connecticut
$610K – – –
20 21
22
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