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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
1
Cabana LLC
Arkansas
$103M
2
FIA
2
Foundations Investment Advisors
Arizona
$87.9M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$42.6M
4
Wells Fargo
4
Wells Fargo
California
$331M
5
Goldman Sachs
5
Goldman Sachs
New York
$62.5M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
2
Affinity Wealth Management
Delaware
$0
3
AC
3
Athanor Capital
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
651
American Money Management
California
$227K – – –
LIA
652
LS Investment Advisors
Michigan
$227K – – –
TP
653
Tranquility Partners
Tennessee
$227K +$227K +6,550 New
BBVA
654
Banco Bilbao Vizcaya Argentaria
Spain
$225K -$3.58M -103,930 -94%
DI
655
DFPG Investments
Utah
$224K -$6.76K -195 -3%
NWM
656
Northwest Wealth Management
Iowa
$224K -$1.73K -50 -0.8%
HIMC
657
Heritage Investors Management Corp
Maryland
$224K – – –
APW
658
Aurora Private Wealth
New Jersey
$224K +$224K +6,460 New
BWM
659
Benchmark Wealth Management
Connecticut
$222K -$359K -10,358 -62%
CFA
660
Carroll Financial Associates
North Carolina
$220K +$33K +955 +18%
CIC
661
Carnegie Investment Counsel
Ohio
$219K -$13.6K -392 -6%
CIAS
662
CBIZ Investment Advisory Services
Ohio
$218K -$264K – –
KPCM
663
Kings Point Capital Management
New York
$216K – – –
SWM
664
Segment Wealth Management
Texas
$216K +$216K +6,230 New
FCA
665
FinTrust Capital Advisors
South Carolina
$215K -$13.9K -399 -6%
CA
666
Crewe Advisors
Utah
$214K -$177K -5,110 -45%
BWA
667
Beam Wealth Advisors
Louisiana
$213K -$582K -16,767 -73%
Luther King Capital Management (LKCM)
668
Luther King Capital Management (LKCM)
Texas
$213K – – –
AA
669
Ancora Advisors
Ohio
$213K +$50K +1,445 +31%
KFP
670
KMG Fiduciary Partners
Ohio
$211K -$77.2K -2,225 -27%
CWP
671
Capital Wealth Planning
Florida
$210K -$213K -6,171 -50%
BW
672
Bison Wealth
Georgia
$210K – – –
NFG
673
NewFocus Financial Group
Washington
$210K +$210K +6,059 New
BIA
674
BHK Investment Advisors
Alabama
$209K -$93.7K -2,700 -31%
ACG
675
Allen Capital Group
Nebraska
$208K +$208K +6,010 New
25 26
27
28 29