PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$21.3M 661,111 +65,333 +11%
SFWA
52
Summit Financial Wealth Advisors
Louisiana
$20.9M 648,743 +44,318 +7%
CAN
53
Cetera Advisor Networks
California
$20.6M 638,832 +48,616 +8%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$19.8M 614,437 +9,373 +2%
CWM
55
Congress Wealth Management
Massachusetts
$19.7M 612,575 -44,273 -7%
HighTower Advisors
56
HighTower Advisors
Illinois
$19.5M 604,579 +46,934 +8%
MML Investors Services
57
MML Investors Services
Massachusetts
$18.5M 575,022 +20,493 +4%
Marshall Wace
58
Marshall Wace
United Kingdom
$18.4M 570,200 +160,100 +39%
CTB
59
Country Trust Bank
Illinois
$18.3M 568,984 – –
FMLI
60
Fukoku Mutual Life Insurance
Japan
$18.3M 567,500 – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$17.1M 526,779 +26,704 +5%
Cerity Partners
62
Cerity Partners
New York
$16.3M 506,592 +40,856 +9%
SAM
63
SP Asset Management
California
$16.1M 500,030 -151,145 -23%
TFA
64
Tobias Financial Advisors
Florida
$15.7M 486,174 +12,251 +3%
FBB
65
Fulton Breakefield Broenniman
Maryland
$15.6M 485,134 +18,054 +4%
FWP
66
Falcon Wealth Planning
California
$14.8M 459,917 +87,953 +24%
Citigroup
67
Citigroup
New York
$14.3M 443,416 +37,682 +9%
AMG
68
Advisors Management Group
Wisconsin
$14.1M 437,514 +14,350 +3%
CA
69
Cetera Advisors
Colorado
$14.1M 436,737 +161,119 +58%
PFA
70
Pure Financial Advisors
California
$13.9M 431,286 +26,426 +7%
KAS
71
Kestra Advisory Services
Texas
$13.8M 429,218 +28,205 +7%
SCTC
72
Sanibel Captiva Trust Company
Florida
$13.8M 428,277 -66,915 -14%
GWM
73
GDS Wealth Management
Texas
$13.8M 426,622 +63,272 +17%
R
74
Rebalance
California
$13.3M 413,676 -19,777 -5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$12.6M 391,715 +52,678 +16%
1 2
3
4 5