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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M

Top Buyers

1
CL
1
Cabana LLC
Arkansas
$103M
2
FIA
2
Foundations Investment Advisors
Arizona
$87.9M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$42.6M
4
Wells Fargo
4
Wells Fargo
California
$331M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.5M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
AC
3
Athanor Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
601
Integrated Wealth Concepts
Massachusetts
$280K +$280K +8,070 New
WP
602
WealthSource Partners
California
$275K – – –
WAG
603
Winthrop Advisory Group
Massachusetts
$275K – – –
VWM
604
Venturi Wealth Management
Texas
$274K -$3.76M -108,595 -93%
CFD
605
Creative Financial Designs
Indiana
$274K +$227K +6,537 +481%
SIA
606
Starfire Investment Advisers
Michigan
$273K -$25.6K -740 -9%
GCA
607
Greenwood Capital Associates
South Carolina
$272K -$4.56M -131,614 -94%
TNB
608
TCF National Bank
South Dakota
$272K -$161K -4,376 -37%
GKWIM
609
Gerber Kawasaki Wealth & Investment Management
California
$271K +$27.4K +793 +11%
CAM
610
Concorde Asset Management
Michigan
$271K +$271K +7,824 New
GRP
611
Global Retirement Partners
California
$270K -$140K -4,049 -34%
VFPI
612
Vantage Financial Partners (Illinois)
Illinois
$269K – – –
IWM
613
IHT Wealth Management
Illinois
$269K +$269K +7,763 New
CIAS
614
Capital Investment Advisory Services
North Carolina
$268K -$14.6K -423 -5%
AC
615
Avestar Capital
New York
$268K +$39.3K +1,137 +17%
BFA
616
Bragg Financial Advisors
North Carolina
$267K -$97.1K -2,800 -27%
MHR
617
Matthew Hamilton Rosenberg
$266K -$25K -723 -9%
SA
618
Strategic Advisors
New York
$263K -$1.64K -46 -0.6%
MCA
619
Magnolia Capital Advisors
Mississippi
$263K +$263K +7,585 New
CRWM
620
Castle Rock Wealth Management
California
$262K -$80.4K -2,236 -23%
GM
621
GeoWealth Management
Illinois
$262K +$25.3K +731 +11%
BSW
622
Buckingham Strategic Wealth
Missouri
$260K – – –
MCM
623
Marathon Capital Management
Maryland
$257K +$257K +7,409 New
MAP
624
Milestone Advisory Partners
North Carolina
$256K – – –
HCM
625
HMS Capital Management
Tennessee
$256K +$256K +7,398 New
23 24
25
26 27