PFF icon

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 %
AA
626
Advisory Alpha
Michigan
$222K -$15.4K -484 -6%
KWA
627
KCS Wealth Advisory
California
$220K -$41.3K -1,298 -16%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$173K -5,450 -44%
GM
629
GeoWealth Management
Illinois
$218K -$290K -9,107 -57%
PWP
630
Principle Wealth Partners
Connecticut
$218K -$12.8K -403 -6%
BA
631
Ballew Advisors
Mississippi
$216K -$5.19K -163 -2%
AC
632
Apella Capital
Connecticut
$215K +$215K +6,742 New
MC
633
Miles Capital
Iowa
$214K – – –
BFWA
634
Benchmark Financial Wealth Advisors
Florida
$214K +$925 +29 +0.4%
CIC
635
Carnegie Investment Counsel
Ohio
$213K – – –
AC
636
Avestar Capital
New York
$211K +$35.3K +1,105 +20%
FCA
637
FinTrust Capital Advisors
South Carolina
$210K – – –
LIA
638
LS Investment Advisors
Michigan
$209K – – –
AMM
639
American Money Management
California
$209K – – –
FA
640
FCG Advisors
New Jersey
$208K -$41.8K -1,315 -17%
NWM
641
Northwest Wealth Management
Iowa
$207K -$46.4K -1,459 -18%
HIMC
642
Heritage Investors Management Corp
Maryland
$205K – – –
KPCM
643
Kings Point Capital Management
New York
$199K -$22.9K -719 -10%
GFPC
644
Global Financial Private Capital
Florida
$193K -$20.8K -651 -10%
BW
645
Bison Wealth
Georgia
$193K -$2.64K -83 -1%
BAM
646
BTS Asset Management
Massachusetts
$192K +$125K +3,495 +189%
WB
647
Webster Bank
Connecticut
$190K +$19.5K +610 +11%
WQ
648
Wealth Quarterback
New Jersey
$186K -$28.7K -902 -13%
LWM
649
Liberty Wealth Management
California
$178K +$413 +13 +0.2%
LFG
650
LifePlan Financial Group
Ohio
$176K – – –
24 25
26
27 28