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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
601
Hall Capital Management
Rhode Island
$412K -$377K -12,500 -48%
VHAM
602
Van Hulzen Asset Management
California
$412K +$392 +13 +0.1%
IFA
603
Interactive Financial Advisors
Illinois
$412K -$65.9K -2,185 -14%
TSS
604
Two Sigma Securities
New York
$412K +$412K +13,652 New
CCG
605
Cypress Capital Group
Florida
$409K +$75.3K +2,496 +23%
FHC
606
First Heartland Consultants
Missouri
$409K -$34.4K -1,143 -8%
EWA
607
EP Wealth Advisors
California
$408K +$226K +7,489 +124%
HL
608
HeadInvest LLC
Maine
$407K – – –
CWM
609
Chemistry Wealth Management
New York
$404K +$1.18K +39 +0.3%
AWE
610
Avidian Wealth Enterprises
Texas
$401K +$1.78K +59 +0.4%
PP
611
Prudential plc
United Kingdom
$401K -$181K -6,000 -31%
FFS
612
Founders Financial Securities
Maryland
$398K +$5.07K +168 +1%
MA
613
MKT Advisors
California
$398K – – –
KF
614
Krilogy Financial
Missouri
$398K -$26.2K -868 -6%
DA
615
Dover Advisors
Virginia
$396K +$97.4K +3,230 +33%
SCM
616
SOL Capital Management
Maryland
$394K +$63.7K +2,110 +19%
MCA
617
MSH Capital Advisors
Arizona
$391K +$79.4K +2,634 +26%
NFG
618
Nations Financial Group
Iowa
$387K +$43.7K +1,448 +13%
PWA
619
Provenance Wealth Advisors
Florida
$385K +$385K +12,758 New
FSA
620
Fort Sheridan Advisors
Illinois
$384K +$19.3K +640 +5%
BP
621
Ballentine Partners
Massachusetts
$382K – – –
HIA
622
Harbor Investment Advisory
Maryland
$382K – – –
SG
623
Somerset Group
Minnesota
$381K – – –
EP
624
Edgestream Partners
New Jersey
$380K +$380K +12,591 New
BB
625
Bell Bank
North Dakota
$378K +$18.3K +608 +5%
23 24
25
26 27