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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 %
GCM
576
Glaxis Capital Management
Florida
$464K +$464K +15,000 New
RSWM
577
Robertson Stephens Wealth Management
California
$462K -$14.4K -465 -3%
RCA
578
Ranch Capital Advisors
Florida
$461K +$6.03K +195 +1%
SM
579
Sweeney & Michel
California
$458K +$5.96K +194 +1%
FHC
580
First Heartland Consultants
Missouri
$455K +$1.55K +50 +0.3%
GWSG
581
GPS Wealth Strategies Group
Colorado
$455K +$9.25K +299 +2%
HAG
582
HF Advisory Group
Maryland
$454K +$55.3K +1,787 +14%
WHC
583
Wulff, Hansen & Co
California
$452K -$464 -15 -0.1%
EGA
584
E&G Advisors
Texas
$448K – – –
JCM
585
Jacobi Capital Management
Pennsylvania
$447K +$14.5K +468 +3%
EWA
586
Evolution Wealth Advisors
Florida
$444K +$8.97K +290 +2%
IFO
587
Independent Family Office
New York
$444K – – –
FFG
588
Fortem Financial Group
California
$443K – – –
ST
589
Smithfield Trust
Pennsylvania
$441K -$7.1K -227 -2%
WP
590
WealthPLAN Partners
Nebraska
$441K – – –
FHA
591
Flagship Harbor Advisors
Massachusetts
$441K +$441K +14,248 New
MCA
592
Magnolia Capital Advisors
Mississippi
$440K -$20K -645 -4%
AMM
593
American Money Management
California
$439K -$8.82K -285 -2%
GEA
594
Glen Eagle Advisors
New Jersey
$438K +$9.9K +320 +2%
SBH
595
Segall Bryant & Hamill
Illinois
$436K +$17K +550 +4%
KF
596
Krilogy Financial
Missouri
$435K +$130K +4,214 +43%
WIM
597
Westside Investment Management
California
$431K -$18.1K -584 -4%
GLA
598
Good Life Advisors
Pennsylvania
$429K +$6.34K +205 +2%
PWLP
599
Prio Wealth Limited Partnership
Massachusetts
$424K +$27.2K +880 +7%
LWMG
600
Levy Wealth Management Group
Pennsylvania
$423K -$39.5K -1,276 -9%
22 23
24
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