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

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
Affinity Wealth Management
Delaware
$0
3
AC
Athanor Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
551
First American Trust
California
$374K +$9.33K +269 +3%
TC
552
Telemus Capital
Michigan
$373K – – –
GAM
553
Grandview Asset Management
Pennsylvania
$373K +$373K +10,755 New
RFWA
554
RPg Family Wealth Advisory
Massachusetts
$372K +$22.3K +645 +6%
SC
555
Stolper & Co
Oklahoma
$370K +$1.04K +30 +0.3%
KC
556
Kingfisher Capital
North Carolina
$368K -$95K -2,741 -21%
PA
557
Parallel Advisors
California
$368K -$21.4K -620 -6%
WTC
558
WhitTier Trust Company
Nevada
$366K +$51.9K +1,500 +17%
MFW
559
Meristem Family Wealth
Minnesota
$364K – – –
WMA
560
Wealth Management Associates
New Jersey
$362K -$10.6K -306 -3%
FA
561
Fagan Associates
New York
$361K -$3.46K -100 -1%
JCM
562
Jacobsen Capital Management
Utah
$359K +$359K +10,386 New
HIS
563
Harvest Investment Services
Illinois
$357K +$94.1K +2,721 +36%
GT
564
Glenmede Trust
Pennsylvania
$357K +$139K +4,020 +64%
CPIA
565
Cornell Pochily Investment Advisors
New York
$355K -$28.6K -827 -7%
CBN
566
Cadence Bank NA
Texas
$352K – – –
IHL
567
Investment House LLC
California
$346K – – –
BHWM
568
Bar Harbor Wealth Management
New Hampshire
$346K +$346K +9,975 New
CWA
569
Core Wealth Advisors
Florida
$344K -$1.9M -54,830 -85%
UF
570
Univest Financial
Pennsylvania
$340K – – –
MWM
571
Meridian Wealth Management
Kentucky
$337K -$28.1K -811 -8%
AC
572
Apella Capital
Connecticut
$336K +$102K +2,950 +44%
MBTD
573
Mechanics Bank - Trust Department
California
$335K – – –
Kayne Anderson Rudnick Investment Management
574
Kayne Anderson Rudnick Investment Management
California
$330K +$55.4K +1,611 +20%
VWA
575
V Wealth Advisors
Kansas
$326K +$326K +9,432 New
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