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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
$540M
2
OPAM
Ocean Park Asset Management
California
$33.6M
3
DWM
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$61.6M
2
FMLI
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
4
QWM
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
701
Sunbelt Securities
Texas
$288K +$24.5K +791 +9%
WAG
702
Winthrop Advisory Group
Massachusetts
$287K – – –
WMA
703
West Michigan Advisors
Michigan
$287K +$3.99K +129 +1%
CPIA
704
Cornell Pochily Investment Advisors
New York
$287K +$3.06K +99 +1%
SCA
705
Stokes Capital Advisors
South Carolina
$286K -$68.2K -2,206 -19%
AWS
706
Arkfeld Wealth Strategies
Nebraska
$284K +$2.81K +91 +1%
CPRC
707
Consolidated Portfolio Review Corp
New York
$284K +$1.14K +37 +0.4%
SC
708
Slow Capital
California
$283K -$103K -3,321 -27%
WF
709
Warner Financial
Maryland
$283K – – –
RI
710
Ridgewood Investments
New Jersey
$283K -$17K -550 -6%
LCM
711
Lazari Capital Management
California
$282K +$282K +9,107 New
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$278K – – –
APG
713
Abacus Planning Group
South Carolina
$278K – – –
OAM
714
Occidental Asset Management
California
$277K -$209K -6,762 -43%
PIA
715
Perennial Investment Advisors
California
$277K +$37.4K +1,210 +16%
MP
716
McDonald Partners
Ohio
$276K – – –
WTC
717
WhitTier Trust Company
Nevada
$275K -$23K -742 -8%
RCG
718
Regatta Capital Group
California
$273K – – –
EA
719
Eclectic Associates
California
$272K +$272K +8,798 New
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$272K -$6.19K -200 -2%
AFP
721
Ausdal Financial Partners
Iowa
$271K -$533K -17,240 -66%
CAC
722
Certified Advisory Corp
Florida
$271K -$26.8K -865 -9%
SPFA
723
Summit Place Financial Advisors
New Jersey
$271K -$62.6K -2,025 -19%
GSEP
724
Golden State Equity Partners
California
$269K +$269K +8,694 New
NFSG
725
Newbridge Financial Services Group
Florida
$269K +$68K +2,198 +34%
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