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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$266M
2
Wells Fargo
2
Wells Fargo
California
$322M
3
Bank of America
3
Bank of America
North Carolina
$803M
4
Morgan Stanley
4
Morgan Stanley
New York
$517M
5
MCM
5
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
526
Bay Colony Advisors
Massachusetts
$693K -$185K -5,883 -21%
PA
527
Pinnacle Associates
New York
$692K +$660 +21 +0.1%
AAM
528
Advisors Asset Management
Colorado
$689K +$94.2K +2,997 +16%
PCM
529
Pennsylvania Capital Management
Pennsylvania
$689K – – –
AOWM
530
Alpha Omega Wealth Management
Virginia
$687K +$11.4K +363 +2%
SCG
531
Sonata Capital Group
Washington
$683K +$1.48K +47 +0.2%
RIA
532
Richwood Investment Advisors
Ohio
$682K -$14.3K -455 -2%
HIP
533
HUB Investment Partners
Texas
$679K -$148K -4,696 -18%
CSB
534
City State Bank
Iowa
$675K -$9.43K -300 -1%
BPA
535
Beacon Pointe Advisors
California
$674K -$173K -5,494 -20%
EP
536
Essential Planning
New Hampshire
$673K +$673K +20,605 New
JFG
537
Jefferies Financial Group
New York
$666K +$109K +3,471 +20%
KWA
538
Kingswood Wealth Advisors
California
$666K +$215K +6,825 +48%
DA
539
Dover Advisors
Virginia
$661K -$30.5K -970 -4%
AAMC
540
Asset Allocation & Management Company
Illinois
$660K – – –
SCI
541
Stableford Capital II
Arizona
$659K -$817 -26 -0.1%
IAN
542
Integrated Advisors Network
Texas
$652K -$2.64K -84 -0.4%
CFG
543
Carr Financial Group
Massachusetts
$648K +$181K +5,751 +39%
SCA
544
STALEY CAPITAL ADVISERS
Pennsylvania
$645K – – –
BA
545
Bard Associates
Illinois
$641K +$241K +7,660 +60%
EAM
546
Everstar Asset Management
North Carolina
$640K -$17.3K -550 -3%
LWA
547
Lineweaver Wealth Advisors
Ohio
$638K -$67.6K -2,149 -10%
SAM
548
Synergy Asset Management
Washington
$637K +$637K +19,774 New
WTC
549
WhitTier Trust Company
Nevada
$637K +$177K +5,641 +39%
EFG
550
Ethos Financial Group
Pennsylvania
$637K +$148K +4,700 +30%
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