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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
LPL Financial
California
$266M
2
Wells Fargo
Wells Fargo
California
$322M
3
Bank of America
Bank of America
North Carolina
$803M
4
Morgan Stanley
Morgan Stanley
New York
$517M
5
MCM
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$0
2
HF
HRT Financial
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$23.8M
4
HWM
Horizon Wealth Management
Illinois
$10.7M
5
FWP
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
551
Whitener Capital Management
North Carolina
$632K +$87.4K +2,780 +16%
FPAS
552
Focus Partners Advisor Solutions
Missouri
$630K -$352K -11,209 -36%
PVM
553
Palogic Value Management
Texas
$630K – – –
WC
554
Whitney & Co
New York
$630K -$58.2K -1,850 -8%
PBF
555
Petix & Botte Financial
California
$628K -$220K -7,011 -26%
BFG
556
Beacon Financial Group
Texas
$625K -$24.8K -790 -4%
MWM
557
Melfa Wealth Management
Massachusetts
$623K +$157 +5 +0%
HP
558
Haven Private
Florida
$623K +$623K +19,800 New
CAM
559
Carret Asset Management
New York
$620K -$99.9K -3,177 -14%
IWM
560
IHT Wealth Management
Illinois
$618K -$11.5K -366 -2%
AUB
561
Atlantic Union Bankshares
Virginia
$618K +$3.96K +126 +0.6%
PIM
562
Penobscot Investment Management
Massachusetts
$614K -$148K -4,700 -19%
EDRH
563
Edmond de Rothschild Holding
Switzerland
$610K – – –
ORC
564
O'Rourke & Company
Massachusetts
$608K +$22.1K +702 +4%
CKAIS
565
Christensen King & Associates Investment Services
Washington
$606K +$7.17K +228 +1%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$602K – – –
DCM
567
Delta Capital Management
New Jersey
$600K -$76.4K -2,430 -11%
CAAS
568
Capital Asset Advisory Services
Michigan
$596K -$29.1K -909 -5%
AGWCA
569
Annis Gardner Whiting Capital Advisors
Florida
$594K – – –
RMAM
570
Raab & Moskowitz Asset Management
New Jersey
$594K -$38.9K -1,237 -6%
MA
571
MONECO Advisors
Connecticut
$590K -$56.2K -1,786 -9%
CCAL
572
City Center Advisors LLC
Michigan
$590K +$139K +4,406 +31%
Allspring Global Investments
573
Allspring Global Investments
North Carolina
$588K +$443K +14,100 +307%
AWM
574
Axxcess Wealth Management
California
$585K -$233K -7,407 -28%
AWM
575
Avior Wealth Management
Nebraska
$580K +$344K +10,941 +146%
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