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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 %
RFN
651
RDA Financial Network
Iowa
$332K -$33.7K -1,091 -9%
IWP
652
Insight Wealth Partners
Texas
$332K – – –
COCM
653
Charter Oak Capital Management
New Hampshire
$332K +$31.7K +1,024 +11%
ES
654
ETF Store
Kansas
$331K -$43.6K -1,417 -12%
AA
655
Ancora Advisors
Ohio
$330K +$110K +3,541 +50%
SNBOSCI
656
Security National Bank of Sioux City Iowa
Iowa
$330K +$330K +10,680 New
WP
657
WealthSource Partners
California
$329K +$329K +10,647 New
MWM
658
Melfa Wealth Management
Massachusetts
$329K +$4.89K +158 +2%
CT
659
Colonial Trust
South Carolina
$329K +$167K +5,407 +104%
NWM
660
Northwest Wealth Management
Iowa
$328K -$12.5K -404 -4%
CFB
661
Cullen/Frost Bankers
Texas
$328K +$309K +10,000 +1,667%
AWM
662
Atticus Wealth Management
Florida
$327K +$2.54K +82 +0.8%
HKIMG
663
Hutchens & Kramer Investment Management Group
Indiana
$325K +$1.49K +48 +0.5%
TCM
664
TD Capital Management
Tennessee
$325K -$5.38K -174 -2%
EWM
665
Elevatus Welath Management
New York
$323K +$323K +10,453 New
PWP
666
Principle Wealth Partners
Connecticut
$322K -$26.4K -854 -8%
WAS
667
Wealth Advisory Solutions
Indiana
$322K +$322K +12,236 New
CS
668
Capital Square
Tennessee
$321K +$40.5K +1,309 +14%
DWP
669
Daymark Wealth Partners
Ohio
$319K +$12.2K +394 +4%
SWP
670
Strategic Wealth Partners
Ohio
$319K -$32.4K -1,046 -9%
MCA
671
MSH Capital Advisors
Arizona
$319K +$8.69K +281 +3%
HSA
672
HBK Sorce Advisory
Pennsylvania
$318K -$197K -6,356 -38%
SWA
673
SFMG Wealth Advisors
Texas
$316K +$44.5K +1,438 +16%
TCBWMS
674
Texas Capital Bank Wealth Management Services
Texas
$316K – – –
FAM
675
Family Asset Management
South Carolina
$313K +$278K +9,004 +796%
25 26
27
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