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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 %
PCTC
676
Perkins Coie Trust Company
Washington
$89K – – –
TCM
677
TD Capital Management
Tennessee
$87K +$36.3K +1,135 +72%
FRA
678
Front Row Advisors
California
$82K +$18.4K +533 +29%
CA
679
Clearstead Advisors
Ohio
$82K +$82K +2,585 New
VCS
680
Vaughan & Co Securities
New Jersey
$81.1K – – –
DZ Bank
681
DZ Bank
Germany
$81K +$7.58K +238 +10%
FA
682
Faithward Advisors
Pennsylvania
$80K – – –
Bank Julius Baer & Co
683
Bank Julius Baer & Co
Switzerland
$80K +$80K +2,497 New
CS
684
Capital Square
Tennessee
$79K +$79K +2,479 New
AWM
685
AllSquare Wealth Management
New York
$69K – – –
SFSIG
686
San Francisco Sentry Investment Group
California
$66K -$138K -4,300 -68%
CWP
687
CFM Wealth Partners
Texas
$64K -$30.9K -969 -33%
BFEC
688
Benjamin F. Edwards & Company
Missouri
$63K +$2.53K +80 +4%
OFG
689
OmniStar Financial Group
North Carolina
$63K +$63K +1,977 New
SWM
690
Sugarloaf Wealth Management
Georgia
$59K -$39.7K -1,250 -40%
PO
691
Private Ocean
California
$59K -$793 -25 -1%
SAM
692
S.A. Mason
Michigan
$58K – – –
TFGT
693
TS Financial Group (TSFG)
Illinois
$57K – – –
EW
694
Element Wealth
Mississippi
$57K +$480 +15 +0.8%
TC
695
Truvestments Capital
Florida
$56K -$216K -6,876 -79%
CWC
696
Carolinas Wealth Consulting
North Carolina
$55K +$55K +1,734 New
EW
697
Evoke Wealth
California
$51.2K +$51.2K +1,608 New
HPC
698
HM Payson & Co
Maine
$48K -$32K -1,000 -40%
ICM
699
Islay Capital Management
Texas
$46K -$20.9K -650 -31%
BA
700
Ballast Advisors
Minnesota
$46K -$8.04K -253 -15%
26 27
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