PFF icon

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 %
WOSD
676
WFA of San Diego
California
$207K +$207K +5,482 New
SWP
677
Strategic Wealth Partners
Ohio
$207K +$207K +5,990 New
CCM
678
Canal Capital Management
Virginia
$207K +$207K +5,990 New
FNBOO
679
First National Bank of Omaha
Nebraska
$206K +$206K +5,950 New
BCWM
680
Blue Chip Wealth Management
Florida
$204K -$46.7K -1,346 -19%
LIM
681
Leavell Investment Management
Alabama
$202K +$202K +5,840 New
H
682
HoyleCohen
California
$201K +$201K +5,795 New
ESB
683
Essex Savings Bank
Connecticut
$200K +$200K +5,770 New
EWM
684
Executive Wealth Management
Michigan
$200K +$200K +5,785 New
PAM
685
Palisade Asset Management
Minnesota
$200K +$200K +5,785 New
LFG
686
LifePlan Financial Group
Ohio
$191K – – –
FWM
687
Focused Wealth Management
New York
$190K +$864 +25 +0.5%
LWM
688
Liberty Wealth Management
California
$190K +$844 +25 +0.4%
BFIM
689
Beese Fulmer Investment Management
Ohio
$176K +$176K +5,078 New
GFPC
690
Global Financial Private Capital
Florida
$175K -$34.2K -989 -16%
AWA
691
Artemis Wealth Advisors
New York
$165K +$165K +1,393 New
VFA
692
Valeo Financial Advisors
Indiana
$164K +$42.3K +1,220 +35%
GI
693
Gradient Investments
Minnesota
$152K -$3.67K -106 -2%
ICA
694
Infrastructure Capital Advisors
New York
$143K +$143K +4,130 New
AII
695
AGF Investments Inc
Ontario, Canada
$140K – – –
OSNBOA
696
Old Second National Bank of Aurora
Illinois
$138K +$3.45K +100 +3%
DZ Bank
697
DZ Bank
Germany
$133K +$33.5K +855 +34%
RMC
698
Resources Management Corp
Connecticut
$128K +$5.38K +155 +4%
HWA
699
HHM Wealth Advisors
Tennessee
$127K – – –
DOA
700
D'Orazio & Associates
Virginia
$120K – – –
26 27
28
29 30