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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$152M
2
HCM
Hilton Capital Management
New York
+$72.8M
3
SAM
SP Asset Management
California
+$29.6M
4
CTB
Country Trust Bank
Illinois
+$22.1M
5
Morgan Stanley
Morgan Stanley
New York
+$20.6M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$105M
2
Goldman Sachs
Goldman Sachs
New York
-$89.2M
3
Bank of America
Bank of America
North Carolina
-$66.5M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$57M
5
AIA
Angeles Investment Advisors
California
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
551
Williams Jones Wealth Management
New York
$749K +$473K +12,175 +171%
SFP
552
Sterling Financial Planning
New Jersey
$748K -$13.3K -343 -2%
GEA
553
Glen Eagle Advisors
New Jersey
$748K +$4.23K +109 +0.6%
PCM
554
Parsons Capital Management
Rhode Island
$743K -$5.16K -133 -0.7%
RSC
555
Red Spruce Capital
Pennsylvania
$743K +$83.4K +2,150 +13%
LSA
556
Lion Street Advisors
Texas
$737K +$737K +19,022 New
HIA
557
Harbor Investment Advisory
Maryland
$728K – – –
WPW
558
Waldron Private Wealth
Pennsylvania
$719K – – –
EGA
559
E&G Advisors
Texas
$717K +$717K +18,476 New
AAIM
560
Asset Advisors Investment Management
Georgia
$711K +$134K +3,445 +23%
AOWM
561
Alpha Omega Wealth Management
Virginia
$707K +$6.13K +158 +0.9%
MWM
562
Mattern Wealth Management
Kansas
$706K +$116 +3 +0%
SAS
563
Sanford Advisory Services
Michigan
$706K +$35.1K +904 +5%
CCA
564
Cadent Capital Advisors
Oklahoma
$704K +$263K +6,791 +60%
TWA
565
TCI Wealth Advisors
Arizona
$701K +$137K +3,526 +24%
WANY
566
Wealthspire Advisors (New York)
New York
$701K +$701K +18,050 New
CA
567
CGN Advisors
Kansas
$694K +$72.4K +1,866 +12%
SXL
568
Summit X LLC
Missouri
$690K -$27.2K -699 -4%
GWM
569
Greenwich Wealth Management
Connecticut
$685K – – –
KPCM
570
Kings Point Capital Management
New York
$679K -$1.48M -38,250 -69%
AMM
571
American Money Management
California
$678K +$9.7K +250 +1%
ST
572
Sabal Trust
Florida
$659K – – –
BTWM
573
Baker Tilly Wealth Management
Wisconsin
$659K +$971 +25 +0.1%
MCM
574
MV Capital Management
Maryland
$657K +$13.8K +356 +2%
WPC
575
Waters Parkerson & Co
Louisiana
$650K +$105K +2,700 +19%
21 22
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