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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,045 hedge funds and large institutions have $7.11B invested in iShares Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 365 increasing their positions, 427 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-54
Holders Change %
-4.91%
% of All Funds
16.54%
Holding in Top 10
46
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-28.13%
% of All Funds
0.73%
New
96
Increased
365
Reduced
427
Closed
135
Calls
$20.8M
Puts
$153M
Net Calls
-$132M
Net Calls Change
-$72.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.2M
2
IA
IndexIQ Advisors
New York
+$15.1M
3
GC
Guggenheim Capital
Illinois
+$14.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$13M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$159M
2
Bank of America
Bank of America
North Carolina
-$85M
3
HCM
Hilton Capital Management
New York
-$58.9M
4
CF
Clarity Financial
Texas
-$56.5M
5
ECM
Evergreen Capital Management
Washington
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
551
Cutler Investment Counsel
Oregon
$758K +$758K +20,806 New
PA
552
Procyon Advisors
Connecticut
$757K -$164K -4,512 -18%
OFG
553
Orcam Financial Group
California
$750K -$188K -5,151 -20%
BWP
554
Bernardo Wealth Planning
Pennsylvania
$746K +$746K +20,491 New
BPA
555
Beacon Pointe Advisors
California
$745K +$745K +20,448 New
SRC
556
Sage Rhino Capital
California
$742K +$76K +2,088 +11%
BNP Paribas Financial Markets
557
BNP Paribas Financial Markets
France
$740K +$565K +15,504 +321%
TCM
558
Triumph Capital Management
Colorado
$737K +$737K +20,239 New
KPCM
559
Kings Point Capital Management
New York
$736K – – –
HCP
560
Hexagon Capital Partners
Arkansas
$729K +$291 +8 +0%
SXL
561
Summit X LLC
Missouri
$729K +$101K +2,776 +16%
BCM
562
Bowie Capital Management
Texas
$728K +$728K +20,000 New
LSA
563
Lion Street Advisors
Texas
$722K -$3.65K -100 -0.5%
SMC
564
Smith, Moore & Co
Missouri
$713K -$35.9K -987 -5%
CCA
565
Checchi Capital Advisers
California
$713K – – –
SFP
566
Sterling Financial Planning
New Jersey
$709K +$4.3K +118 +0.6%
AWM
567
Atticus Wealth Management
Florida
$707K +$56.4K +1,549 +9%
VA
568
Valmark Advisers
Ohio
$704K -$29.4K -808 -4%
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$704K +$296K +8,129 +73%
PWP
570
Perfromance Wealth Partners
Illinois
$700K -$182 -5 -0%
DIA
571
Dana Investment Advisors
Wisconsin
$700K +$56.3K +1,545 +9%
QFA
572
Quattro Financial Advisors
Texas
$693K +$42.4K +1,165 +7%
KCA
573
Karn Couzens & Associates
Connecticut
$685K -$147K -4,041 -18%
CPA
574
Cardiff Park Advisors
California
$685K +$3.53K +97 +0.5%
HIA
575
Harbor Investment Advisory
Maryland
$683K – – –
21 22
23
24 25