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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$45M
2
OPAM
Ocean Park Asset Management
California
+$33.6M
3
DWM
Dakota Wealth Management
Florida
+$31.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$18.5M
5
Citigroup
Citigroup
New York
+$16.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$41.6M
2
FMLI
Fukoku Mutual Life Insurance
Japan
-$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.5M
4
QWM
Quaker Wealth Management
New Jersey
-$12.7M
5
Wells Fargo
Wells Fargo
California
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
626
Greenwich Wealth Management
Connecticut
$376K -$27.8K -900 -7%
HCP
627
Hexagon Capital Partners
Arkansas
$375K – – –
CS
628
Credit Suisse
Switzerland
$375K – – –
LWP
629
Lumature Wealth Partners
Georgia
$375K +$30.9K +1,000 +9%
CWP
630
Core Wealth Partners
California
$375K -$101K -3,250 -21%
FNB
631
Farmers National Bank
Kentucky
$374K – – –
FSA
632
Fort Sheridan Advisors
Illinois
$374K – – –
EWA
633
EP Wealth Advisors
California
$371K -$8.87M -144,407 -96%
BB
634
Bell Bank
North Dakota
$369K -$32.7K -1,058 -8%
GVAG
635
Great Valley Advisor Group
Delaware
$364K +$7.37K +238 +2%
GBT
636
Grove Bank & Trust
Florida
$361K – – –
SP
637
SWS Partners
Ohio
$361K – – –
CCFM
638
Clear Creek Financial Management
Washington
$360K -$43.1K -1,394 -11%
WPC
639
Wedmont Private Capital
Pennsylvania
$359K -$212K -6,879 -37%
BFG
640
Beacon Financial Group
Texas
$358K +$15K +488 +4%
LCWP
641
Legacy Capital Wealth Partners
Arkansas
$356K -$1.99M -64,486 -85%
TC
642
TAGStone Capital
North Carolina
$353K +$5.93K +192 +2%
NFG
643
Nations Financial Group
Iowa
$352K +$20.9K +676 +6%
MFG
644
Merit Financial Group
Georgia
$349K +$349K +11,280 New
CRC
645
Curi RMB Capital
Illinois
$345K -$27.1K -875 -7%
CCG
646
Cypress Capital Group
Florida
$343K -$18.3K -591 -5%
BFA
647
Bragg Financial Advisors
North Carolina
$340K – – –
FAIM
648
Financial Advocates Investment Management
Washington
$340K +$73.1K +2,275 +27%
SCM
649
SOL Capital Management
Maryland
$339K -$623K -20,125 -65%
WBCM
650
Wilson & Boucher Capital Management
California
$337K -$37.1K -1,200 -10%
24 25
26
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