PFF icon

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

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
Affinity Wealth Management
Delaware
$0
3
AC
Athanor Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
626
Almanack Investment Partners
Pennsylvania
$255K -$154K -4,445 -38%
AAA
627
Adams Asset Advisors
Texas
$253K – – –
MAWCM
628
Mine & Arao Wealth Creation & Management
California
$253K +$312 +9 +0.1%
WJWM
629
Williams Jones Wealth Management
New York
$251K +$8.66K +250 +4%
HIA
630
Harbor Investment Advisory
Maryland
$249K +$203K +5,865 +440%
BS
631
Banco Santander
Spain
$247K – – –
ECM
632
Elgethun Capital Management
South Dakota
$246K -$257K -8,539 -51%
TCM
633
Tran Capital Management
California
$246K – – –
ABC
634
Associated Banc-Corp
Wisconsin
$245K – – –
SEM
635
Suncoast Equity Management
Florida
$244K +$35 +1 +0%
MFG
636
MidWestOne Financial Group
Iowa
$242K -$79.4K -2,296 -25%
MAG
637
Mayfair Advisory Group
Alabama
$242K – – –
WP
638
WealthPLAN Partners
Nebraska
$242K +$242K +6,655 New
OFG
639
Omega Financial Group
California
$239K -$8.64K -249 -3%
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$239K – – –
BFWA
641
Benchmark Financial Wealth Advisors
Florida
$234K +$1.83K +53 +0.8%
LBC
642
Lowe Brockenbrough & Co
Virginia
$233K -$9.46K -273 -4%
AA
643
Advisory Alpha
Michigan
$233K -$9.21K -265 -4%
FA
644
FCG Advisors
New Jersey
$233K +$6.18K +178 +3%
DT
645
Diversified Trust
Tennessee
$233K +$233K +6,724 New
PMA
646
Prudent Man Advisors
Illinois
$233K +$233K +6,724 New
BFA
647
Beaumont Financial Advisors
Massachusetts
$233K +$233K +6,726 New
PFA
648
Pettinga Financial Advisors
Indiana
$232K -$25.6K -739 -10%
PWP
649
Principle Wealth Partners
Connecticut
$232K -$5.17K -149 -2%
SIA
650
Soltis Investment Advisors
Utah
$227K -$94.7K -2,734 -29%
24 25
26
27 28