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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
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWPCG
726
Measured Wealth Private Client Group
New Hampshire
$269K +$269K +8,686 New
CA
727
Carson Advisory
Georgia
$268K +$27.8K +900 +12%
JIR
728
James Investment Research
Ohio
$266K +$266K +8,600 New
WCM
729
WealthBridge Capital Management
Ohio
$266K -$13.8K -447 -5%
BWA
730
Beam Wealth Advisors
Louisiana
$265K +$24.5K +792 +10%
KS
731
Karpas Strategies
Connecticut
$265K +$247 +8 +0.1%
CAMG
732
CWA Asset Management Group
Florida
$265K -$1.73K -56 -0.6%
OFG
733
Omega Financial Group
California
$264K +$13.7K +444 +5%
ACA
734
Aptus Capital Advisors
Alabama
$262K -$4.27K -138 -2%
KL
735
KilterHowling LLC
Colorado
$262K -$25.2K -815 -9%
OMC
736
Old Mission Capital
Illinois
$262K +$262K +8,465 New
BWAM
737
Boyd Watterson Asset Management
Ohio
$262K – – –
APWM
738
Argonautica Private Wealth Management
Massachusetts
$261K +$2.97K +96 +1%
SFP
739
Shepherd Financial Partners
Massachusetts
$261K -$124K -4,001 -32%
DG
740
DMC Group
Alabama
$258K -$37.4K -1,210 -13%
CBB
741
Citizens Business Bank
California
$256K -$49.1K -1,589 -16%
CC
742
Claybrook Capital
Massachusetts
$254K +$254K +8,197 New
OBWG
743
Onyx Bridge Wealth Group
New York
$252K +$252K +8,148 New
MFG
744
Magnus Financial Group
New York
$251K -$396K -12,794 -61%
FFA
745
Founders Financial Alliance
North Carolina
$248K +$56.5K +1,827 +29%
BSSFA
746
Baron Silver Stevens Financial Advisors
Florida
$248K – – –
OIA
747
Optimum Investment Advisors
Illinois
$247K – – –
KP
748
Keel Point
Alabama
$247K -$75.2K -2,430 -23%
CM
749
Cercano Management
Washington
$245K -$61.8K -1,999 -20%
IWM
750
IHT Wealth Management
Illinois
$244K -$1.08K -35 -0.4%
28 29
30
31 32