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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
LPL Financial
California
$266M
2
Wells Fargo
Wells Fargo
California
$322M
3
Bank of America
Bank of America
North Carolina
$803M
4
Morgan Stanley
Morgan Stanley
New York
$517M
5
MCM
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$0
2
HF
HRT Financial
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$23.8M
4
HWM
Horizon Wealth Management
Illinois
$10.7M
5
FWP
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
626
U.S. Capital Wealth Advisors
Texas
$469K -$62.1K -1,976 -12%
RAG
627
RIA Advisory Group
Iowa
$468K +$9.53K +303 +2%
JAG
628
Journey Advisory Group
Kentucky
$466K – – –
AI
629
Auour Investments
Massachusetts
$466K +$4.26K +134 +0.9%
TC
630
TownSquare Capital
Utah
$462K -$285K -9,053 -38%
Fidelity Investments
631
Fidelity Investments
Massachusetts
$462K -$42.5K -1,352 -8%
PCA
632
Pallas Capital Advisors
Massachusetts
$457K – – –
EWA
633
Evolution Wealth Advisors
Florida
$455K – – –
TCM
634
Triumph Capital Management
Colorado
$455K +$34.1K +1,085 +8%
NL
635
NWAM LLC
Washington
$454K -$573K -18,226 -56%
Brown Advisory
636
Brown Advisory
Maryland
$453K -$28.9K -919 -6%
BP
637
Ballentine Partners
Massachusetts
$450K +$22.8K +725 +5%
FFG
638
Fortem Financial Group
California
$448K – – –
SIC
639
Salem Investment Counselors
North Carolina
$441K -$94.3K -3,000 -18%
KA
640
Klingman & Associates
New York
$441K – – –
DA
641
Detalus Advisors
Missouri
$440K – – –
VAG
642
VisionPoint Advisory Group
Texas
$440K +$219K +6,884 +99%
TWA
643
TCI Wealth Advisors
Arizona
$439K +$21.2K +673 +5%
CPSC
644
Carl P. Sherr & Co
Massachusetts
$437K +$2.14K +68 +0.5%
PMSA
645
Patrick M. Sweeney & Associates
Illinois
$434K +$19.3K +615 +5%
TWM
646
Tradition Wealth Management
Minnesota
$433K -$44K -1,400 -9%
WDG
647
Wealth Dimensions Group
Ohio
$432K -$9.12K -290 -2%
BHWM
648
Bar Harbor Wealth Management
New Hampshire
$432K +$25.2K +800 +6%
GI
649
GLOBALT Investments
Georgia
$432K -$1.26K -40 -0.3%
AWA
650
Arete Wealth Advisors
Illinois
$431K +$68.8K +2,188 +19%
24 25
26
27 28