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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 %
LDFR
726
Lehman & Derafelo Financial Resources
Pennsylvania
$23K +$19.2K +600 +508%
FMP
727
Financial Management Professionals
Texas
$22K +$6.29K +200 +40%
SWA
728
Sutton Wealth Advisors
Florida
$21.4K – – –
SIA
729
SeaBridge Investment Advisors
New Jersey
$21K – – –
SWA
730
Stratos Wealth Advisors
Ohio
$21K +$21K +666 New
AIM
731
Anchor Investment Management
South Carolina
$20.7K – – –
VRM
732
Vectors Research Management
New York
$20K -$4K -125 -17%
BBA
733
Braun-Bostich & Associates
Pennsylvania
$20K – – –
KC
734
Knuff & Co
California
$19K -$12.7K -400 -40%
AC
735
AlphaCore Capital
California
$19K – – –
BFO
736
Biltmore Family Office
North Carolina
$19K +$19K +592 New
VNA
737
Valley National Advisers
Pennsylvania
$19K +$19K +593 New
AIL
738
AGF Investments LLC
Ontario, Canada
$17K +$9.83K +315 +137%
HCM
739
Horrell Capital Management
Arkansas
$16K – – –
WCM
740
Wealthcare Capital Management
Virginia
$15K – – –
MAM
741
Meeder Asset Management
Ohio
$14K -$19.5K -625 -58%
CAN
742
Claraphi Advisory Network
United States
$14K +$14K +429 New
GFPC
743
Global Financial Private Client
Florida
$13.9K – – –
GAM
744
Gemmer Asset Management
California
$13K +$13K +400 New
HI
745
Human Investing
Oregon
$12K -$17.7K -535 -60%
WAS
746
Winch Advisory Services
Wisconsin
$12K +$65 +2 +0.5%
Toronto Dominion Bank
747
Toronto Dominion Bank
Ontario, Canada
$11K -$2.94K -90 -21%
SIAS
748
Shine Investment Advisory Services
Colorado
$10K – – –
OFG
749
Oxford Financial Group
Indiana
$10K +$10K +300 New
FCMT
750
Founders Capital Management (Texas)
Texas
$10K +$10K +300 New
28 29
30
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