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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$540M
2
OPAM
Ocean Park Asset Management
California
$33.6M
3
DWM
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$61.6M
2
FMLI
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
4
QWM
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
551
Naples Global Advisors
Florida
$520K -$14.1K -457 -3%
SHFP
552
Second Half Financial Partners
Florida
$519K +$519K +16,796 New
AWM
553
Avior Wealth Management
Nebraska
$518K +$7.39K +239 +1%
ZIM
554
Zacks Investment Management
Illinois
$512K -$226K -7,295 -31%
WANY
555
Wealthspire Advisors (New York)
New York
$509K – – –
CC
556
Courier Capital
New York
$508K +$508K +16,439 New
BTWM
557
Baker Tilly Wealth Management
Wisconsin
$503K -$1.52K -49 -0.3%
CA
558
CGN Advisors
Kansas
$499K -$113K -3,665 -19%
PWP
559
Perfromance Wealth Partners
Illinois
$496K -$17.1K -553 -3%
IAG
560
Investmark Advisory Group
Connecticut
$492K +$492K +15,919 New
IFA
561
Interactive Financial Advisors
Illinois
$490K -$110K -3,562 -18%
PAG
562
Powers Advisory Group
Illinois
$489K -$7.27K -235 -1%
CA
563
CoreCap Advisors
Michigan
$487K +$487K +15,756 New
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$486K +$486K +15,727 New
BC
565
Barrett & Company
Rhode Island
$486K -$87.8K -2,838 -15%
MFG
566
Midwest Financial Group
Kansas
$486K -$6.46K -209 -1%
Northern Trust
567
Northern Trust
Illinois
$483K +$81.9K +2,649 +20%
VVP
568
Venture Visionary Partners
Ohio
$476K -$22.7K -733 -5%
CIC
569
Cutler Investment Counsel
Oregon
$471K -$7.3K -236 -2%
FWIA
570
Fort Washington Investment Advisors
Ohio
$471K -$24.7K -800 -5%
CWP
571
Cyndeo Wealth Partners
Florida
$470K -$103K -3,322 -18%
CL
572
Choreo LLC
Illinois
$469K – – –
AI
573
Auour Investments
Massachusetts
$468K +$468K +15,133 New
SC
574
Stolper & Co
Oklahoma
$465K -$10.4K -336 -2%
WCG
575
Weaver Consulting Group
California
$464K – – –
21 22
23
24 25