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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
701
Quantum Financial Advisors
California
$272K +$60.4K +2,002 +29%
APG
702
Abacus Planning Group
South Carolina
$271K – – –
AWS
703
Arkfeld Wealth Strategies
Nebraska
$271K +$2.6K +89 +1%
CPRC
704
Consolidated Portfolio Review Corp
New York
$270K -$6.75K -224 -2%
BFG
705
Bleakley Financial Group
New Jersey
$266K -$6.03M -200,010 -96%
WAM
706
Weatherly Asset Management
California
$266K -$114K -3,796 -30%
VFA
707
Valeo Financial Advisors
Indiana
$265K +$265K +8,787 New
MWPCG
708
Measured Wealth Private Client Group
New Hampshire
$263K +$1.39K +46 +0.5%
GSEP
709
Golden State Equity Partners
California
$262K +$181 +6 +0.1%
PIA
710
Perennial Investment Advisors
California
$261K -$8.11K -269 -3%
ACA
711
Aptus Capital Advisors
Alabama
$261K +$4.95K +164 +2%
JIR
712
James Investment Research
Ohio
$259K – – –
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$259K -$6.03K -200 -2%
KS
714
Karpas Strategies
Connecticut
$259K +$241 +8 +0.1%
TCBWMS
715
Texas Capital Bank Wealth Management Services
Texas
$258K -$50K -1,658 -16%
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$258K +$30.6K +1,015 +13%
BWA
717
Beam Wealth Advisors
Louisiana
$257K -$1.51K -50 -0.6%
CAMG
718
CWA Asset Management Group
Florida
$255K -$3.29K -109 -1%
MP
719
McDonald Partners
Ohio
$254K -$15.1K -500 -6%
HCA
720
Harbour Capital Advisors
Virginia
$251K +$29.1K +965 +13%
CAC
721
Certified Advisory Corp
Florida
$251K -$13.8K -459 -5%
DG
722
DMC Group
Alabama
$249K -$2.62K -87 -1%
CT
723
Colonial Trust
South Carolina
$249K -$71.5K -2,371 -22%
CA
724
Carson Advisory
Georgia
$249K -$12.1K -400 -5%
SPFA
725
Summit Place Financial Advisors
New Jersey
$249K -$15.1K -500 -6%
27 28
29
30 31