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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 %
ABC
626
Associated Banc-Corp
Wisconsin
$372K -$4.52K -150 -1%
GWM
627
Greenwich Wealth Management
Connecticut
$367K – – –
HCP
628
Hexagon Capital Partners
Arkansas
$366K – – –
CWP
629
Core Wealth Partners
California
$366K – – –
FNB
630
Farmers National Bank
Kentucky
$365K – – –
GA
631
Greytown Advisors
Florida
$365K +$82.6K +2,740 +29%
RG
632
Rathbones Group
United Kingdom
$357K -$15.8K -525 -4%
FB
633
Fulton Bank
Pennsylvania
$357K -$49.5K -1,642 -12%
WP
634
WealthPLAN Partners
Nebraska
$356K -$73.4K -2,435 -17%
CL
635
Choreo LLC
Illinois
$356K -$101K -3,355 -22%
WIM
636
WealthPlan Investment Management
Nebraska
$353K +$132K +4,363 +59%
AAM
637
Advisors Asset Management
Colorado
$353K +$118K +3,923 +50%
KWM
638
KFG Wealth Management
Indiana
$353K +$53.8K +1,786 +18%
CAG
639
Crestwood Advisors Group
Massachusetts
$353K +$353K +11,695 New
SP
640
SWS Partners
Ohio
$352K – – –
TC
641
TAGStone Capital
North Carolina
$350K +$5.31K +176 +2%
WPC
642
Wedmont Private Capital
Pennsylvania
$343K +$5.08K +175 +2%
BFG
643
Beacon Financial Group
Texas
$341K -$18K -586 -5%
CRC
644
Curi RMB Capital
Illinois
$336K – – –
KLCM
645
KG&L Capital Management
Louisiana
$334K +$334K +11,089 New
BFA
646
Bragg Financial Advisors
North Carolina
$332K – – –
KCPG
647
Kavar Capital Partners Group
Kansas
$332K +$332K +11,000 New
PWP
648
Principle Wealth Partners
Connecticut
$331K +$17.2K +569 +5%
GA
649
Geller Advisors
New York
$331K +$38.7K +1,284 +13%
OCM
650
Objective Capital Management
Ohio
$330K +$104K +3,437 +46%
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