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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
551
Naples Global Advisors
Florida
$493K -$14.2K -470 -3%
SCM
552
Schnieders Capital Management
California
$488K -$36.2K -1,200 -7%
CIA
553
Capital Investment Advisors
Georgia
$487K -$44K -1,458 -8%
NSIM
554
North Star Investment Management
Illinois
$484K -$99.7K -3,306 -17%
Brown Advisory
555
Brown Advisory
Maryland
$483K -$130K -4,307 -21%
BHWM
556
Bar Harbor Wealth Management
New Hampshire
$483K -$187K -6,211 -28%
CG
557
Colony Group
Massachusetts
$483K -$981K -32,558 -67%
PWP
558
Perfromance Wealth Partners
Illinois
$483K -$1.57K -52 -0.3%
SW
559
SkyOak Wealth
Michigan
$481K -$120K -3,991 -20%
IF
560
Ironwood Financial
Arizona
$480K -$31.3K -1,037 -6%
LWM
561
Lodestone Wealth Management
Washington
$476K -$39.8K -1,321 -8%
Koshinski Asset Management
562
Koshinski Asset Management
Illinois
$475K +$603 +20 +0.1%
IWM
563
IHT Wealth Management
Illinois
$472K +$234K +7,755 +98%
AMBIA
564
Allen Mooney & Barnes Investment Advisors
Georgia
$468K -$41.6K -1,381 -8%
HAG
565
HF Advisory Group
Maryland
$466K +$23.6K +784 +5%
SM
566
Sweeney & Michel
California
$463K +$19.3K +648 +4%
PCA
567
Pallas Capital Advisors
Massachusetts
$463K -$15.6M -547,713 -97%
MFG
568
Midwest Financial Group
Kansas
$461K -$12.8K -425 -3%
CIC
569
Cutler Investment Counsel
Oregon
$460K +$754 +25 +0.2%
FWIA
570
Fort Washington Investment Advisors
Ohio
$459K – – –
CWP
571
Cyndeo Wealth Partners
Florida
$458K – – –
AI
572
Auour Investments
Massachusetts
$456K +$16.7K +575 +4%
BC
573
Barrett & Company
Rhode Island
$453K -$21.6K -715 -5%
AHC
574
Adell Harriman & Carpenter
Texas
$450K -$149K -4,940 -25%
RCA
575
Ranch Capital Advisors
Florida
$448K -$1.48K -49 -0.3%
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