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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$59.5M
2
ECM
Evergreen Capital Management
Washington
+$55.2M
3
AWM
Affinity Wealth Management
Delaware
+$45.1M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$40.1M
5
AC
Athanor Capital
New York
+$33.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$82.8M
2
GC
Grimes & Company
Massachusetts
-$74.5M
3
PWAG
Polaris Wealth Advisory Group
California
-$44.1M
4
Jane Street
Jane Street
New York
-$40M
5
Bank of America
Bank of America
North Carolina
-$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
576
WhitTier Trust Company
Nevada
$289K -$100K -3,150 -26%
PCM
577
Princeton Capital Management
New Jersey
$288K +$34 +1 +0%
WCA
578
Westover Capital Advisors
Delaware
$287K – – –
WLIM
579
White Lighthouse Investment Management
Massachusetts
$282K -$149K -4,660 -35%
BIA
580
BHK Investment Advisors
Alabama
$278K +$71K +2,227 +34%
SIA
581
Starfire Investment Advisers
Michigan
$275K -$31.6K -992 -10%
CWM
582
Concentrum Wealth Management
California
$274K +$732 +23 +0.3%
GJIC
583
Gamble Jones Investment Counsel
California
$274K +$39.8K +1,250 +17%
Cerity Partners
584
Cerity Partners
New York
$272K +$20.9K +654 +8%
GTAM
585
Global Trust Asset Management
Florida
$271K -$39.9K -1,253 -13%
PWLP
586
Prio Wealth Limited Partnership
Massachusetts
$271K – – –
RC
587
Reik & Co
New York
$269K -$25.9K -815 -9%
EWA
588
Exencial Wealth Advisors
Oklahoma
$268K +$48.7K +1,532 +22%
MHR
589
Matthew Hamilton Rosenberg
$268K +$268K +8,409 New
AAIM
590
Asset Advisors Investment Management
Georgia
$267K – – –
FFS
591
Founders Financial Securities
Maryland
$264K -$1.01M -31,778 -79%
KFP
592
KMG Fiduciary Partners
Ohio
$264K -$302K -9,506 -53%
CIAS
593
CBIZ Investment Advisory Services
Ohio
$264K -$344K – –
SCA
594
STALEY CAPITAL ADVISERS
Pennsylvania
$264K +$73.2K +2,300 +38%
CIAS
595
Capital Investment Advisory Services
North Carolina
$260K -$115K -3,618 -31%
PWM
596
Paulson Wealth Management
Illinois
$255K +$255K +7,620 New
FWP
597
FAS Wealth Partners
Kansas
$254K +$56.7K +1,784 +29%
WP
598
WealthSource Partners
California
$253K -$1.41M -44,349 -85%
WAG
599
Winthrop Advisory Group
Massachusetts
$252K – – –
Kayne Anderson Rudnick Investment Management
600
Kayne Anderson Rudnick Investment Management
California
$252K +$142K +4,486 +128%
22 23
24
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