PFF icon

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 %
LC
576
Lindbrook Capital
California
$579K – – –
BCWM
577
Bartlett & Co Wealth Management
Ohio
$579K -$142K -4,519 -20%
MCA
578
MSH Capital Advisors
Arizona
$578K -$47.8K -1,520 -8%
VWA
579
VERITY Wealth Advisors
United States
$578K – – –
CC
580
Cornerstone Capital
California
$574K – – –
SFG
581
Seamount Financial Group
Colorado
$573K +$212K +6,733 +59%
BA
582
Brightwater Advisory
Florida
$567K +$75.1K +2,390 +15%
CPA
583
Cardiff Park Advisors
California
$561K +$11.4K +364 +2%
First Manhattan
584
First Manhattan
New York
$558K +$558K +17,745 New
Pathstone Holdings
585
Pathstone Holdings
New Jersey
$552K +$6.99K +226 +1%
TPW
586
Transatlantique Private Wealth
New York
$549K +$41K +1,305 +8%
WIA
587
World Investment Advisors
California
$548K +$233K +7,409 +74%
EFG
588
Ehrlich Financial Group
California
$545K +$181K +5,763 +50%
SWP
589
Strategic Wealth Partners
Ohio
$543K -$61.8K -1,949 -10%
SCM
590
Sage Capital Management
New Jersey
$543K -$277K -8,824 -34%
KLCM
591
KG&L Capital Management
Louisiana
$541K +$23K +730 +4%
MA
592
Mezzasalma Advisors
New Jersey
$540K +$540K +17,182 New
EIP
593
Easterly Investment Partners
Massachusetts
$537K – – –
WIC
594
Woodmont Investment Counsel
Tennessee
$535K – – –
BIA
595
Barry Investment Advisors
Massachusetts
$534K -$23.7K -753 -4%
I
596
INVST
Indiana
$529K -$68.1K -2,167 -11%
V
597
ViaWealth
Kansas
$528K -$9.97K -317 -2%
CWP
598
Cyndeo Wealth Partners
Florida
$527K -$3.93K -125 -0.7%
WW
599
Westshore Wealth
California
$525K -$59K -1,877 -10%
VA
600
Valmark Advisers
Ohio
$525K -$77K -2,448 -13%
22 23
24
25 26