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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 %
FWM
651
Focused Wealth Management
New York
$174K -$35.9K -1,130 -17%
CFA
652
Carroll Financial Associates
North Carolina
$172K -$74.5K -2,340 -30%
OC
653
Oakworth Capital
Alabama
$171K – – –
CCM
654
Cox Capital Management
Massachusetts
$163K +$163K +4,344 New
AT
655
Arden Trust
Delaware
$162K -$22.6K -709 -12%
PMFA
656
Plante Moran Financial Advisors
Michigan
$154K -$140K -4,420 -48%
AA
657
Ancora Advisors
Ohio
$150K – – –
HR
658
Howe & Rusling
New York
$146K +$41.9K +1,310 +40%
GI
659
Gradient Investments
Minnesota
$143K -$4.17K -131 -3%
CAAS
660
Capital Asset Advisory Services
Michigan
$137K -$56.5K -1,679 -29%
IFA
661
Interactive Financial Advisors
Illinois
$134K -$336K -10,553 -71%
AII
662
AGF Investments Inc
Ontario, Canada
$129K +$129K +4,050 New
AF
663
Affiance Financial
Minnesota
$124K -$29.5K -924 -19%
OSNBOA
664
Old Second National Bank of Aurora
Illinois
$124K – – –
SG Americas Securities
665
SG Americas Securities
New York
$122K -$493K -15,554 -80%
CFB
666
Cullen/Frost Bankers
Texas
$122K -$103K -3,226 -46%
VFA
667
Valeo Financial Advisors
Indiana
$119K +$5.36K +158 +5%
HWA
668
HHM Wealth Advisors
Tennessee
$117K +$117K +3,670 New
RMC
669
Resources Management Corp
Connecticut
$113K +$113K +3,535 New
DAC
670
Dividend Assets Capital
South Carolina
$110K – – –
DOA
671
D'Orazio & Associates
Virginia
$110K – – –
JHCP
672
Jackson Hole Capital Partners
Oklahoma
$105K – – –
MRCM
673
M&R Capital Management
New Jersey
$98K – – –
FHA
674
Flagship Harbor Advisors
Massachusetts
$96K -$26.3K -828 -22%
CH
675
Canton Hathaway
Rhode Island
$96K – – –
25 26
27
28 29