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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.15%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.1M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$30.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$26.6M
5
TCA
5
Taconic Capital Advisors
New York
$15.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$675K
2
AB
2
Aozora Bank
Japan
$139M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.42M
4
Bank of America
4
Bank of America
North Carolina
$500M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
51
BOK Financial
Oklahoma
$15.6M 498,917 -17,599 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.4M 493,710 -117,956 -19%
BFS
53
Bard Financial Services
Connecticut
$15.3M 490,160 -149,450 -23%
R
54
Rebalance
California
$15M 482,000 +3,083 +0.6%
WBG
55
Wharton Business Group
Pennsylvania
$14.6M 466,770 +24,075 +5%
RIA
56
Regal Investment Advisors
Michigan
$14.6M 466,456 -15,374 -3%
FBB
57
Fulton Breakefield Broenniman
Maryland
$13.7M 439,056 +10,701 +2%
TFA
58
Tobias Financial Advisors
Florida
$13.6M 434,233 +434,233 New
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$13.5M 431,641 -95,414 -18%
AMG
60
Advisors Management Group
Wisconsin
$13M 416,631 +416,631 New
QWM
61
Quaker Wealth Management
New Jersey
$12.7M 407,028 -92,797 -19%
CI
62
Conning Inc
Connecticut
$12.2M 390,500 – –
PCA
63
Pallas Capital Advisors
Massachusetts
$12.2M 386,974 +386,974 New
KAS
64
Kestra Advisory Services
Texas
$12M 383,386 -3,935 -1%
TCPWM
65
Traverso Chambers Private Wealth Management
California
$11.6M 371,914 +14,119 +4%
EWA
66
Exencial Wealth Advisors
Oklahoma
$11M 350,966 -22,265 -6%
BAAM
67
Baker Avenue Asset Management
California
$10.6M 340,018 +335,586 +7,572%
Citigroup
68
Citigroup
New York
$10.5M 335,265 +20,174 +6%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$10.3M 331,477 -56,053 -14%
AIA
70
Avalon Investment & Advisory
Texas
$10.3M 330,196 +12,278 +4%
JIP
71
Jaffetilchin Investment Partners
Florida
$10.3M 329,818 +149,085 +82%
AWM
72
AE Wealth Management
Kansas
$9.95M 318,633 +114,463 +56%
PI
73
Parkside Investments
Illinois
$9.82M 314,664 -44,797 -12%
CA
74
Crewe Advisors
Utah
$9.7M 310,712 +248,857 +402%
PFA
75
Pure Financial Advisors
California
$9.6M 307,521 +27,265 +10%
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