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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 %
PCG
701
Private Capital Group
Connecticut
$46K – – –
WT
702
Washington Trust
Rhode Island
$45K +$45K +1,412 New
CFD
703
Creative Financial Designs
Indiana
$43K -$14.8K -469 -26%
FPB
704
First PREMIER Bank
South Dakota
$43K – – –
PP
705
PrairieView Partners
Minnesota
$43K +$43K +1,348 New
HIA
706
Harbor Investment Advisory
Maryland
$42K -$284 -9 -0.7%
PP
707
Pacifica Partners
Canada
$41K +$95 +3 +0.2%
1IA
708
1834 Investment Advisors
Wisconsin
$39K – – –
BWM
709
Baystate Wealth Management
Massachusetts
$37K -$55.3K -1,744 -60%
BAM
710
Bellevue Asset Management
Washington
$37K – – –
CAC
711
Certified Advisory Corp
Florida
$35K +$35K +1,087 New
RDWM
712
Red Door Wealth Management
Tennessee
$35K +$35K +1,100 New
PK
713
Pflug Koory
Nebraska
$34K +$315 +10 +0.9%
LWS
714
Lucia Wealth Services
California
$32K – – –
EFSCE
715
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
BWL
716
Bogart Wealth LLC
Virginia
$32K – – –
AIA
717
Armor Investment Advisors
North Carolina
$32K +$32K +1,000 New
PB
718
Pinnacle Bancorp
Nebraska
$31K – – –
CFFP
719
Center for Financial Planning
Michigan
$30K +$30K +950 New
DCM
720
Davis Capital Management
Florida
$26K +$26K +825 New
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$10.7K -341 -30%
EIP
722
Ellis Investment Partners
Pennsylvania
$25K -$5.84K -201 -19%
HI
723
Hudock Inc
Pennsylvania
$25K – – –
TFS
724
TrustCore Financial Services
Tennessee
$24K -$23.1K -720 -49%
AAMA
725
Advanced Asset Management Advisors
Ohio
$23K +$191 +6 +0.8%
27 28
29
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