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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$49.1M
2
Bank of America
Bank of America
North Carolina
$753M
3
RIM
Redwood Investment Management
Arizona
$29.3M
4
HWM
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
Goldman Sachs
New York
$22.2M
3
GAA
Global Assets Advisory
Florida
$2.67M
4
HF
HRT Financial
New York
$0
5
Cohen & Steers
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
726
Barrett & Company
Rhode Island
$302K -$102K -3,240 -25%
GI
727
Gradient Investments
Minnesota
$302K -$694 -22 -0.2%
HCP
728
Hexagon Capital Partners
Arkansas
$301K -$2.75K -87 -0.9%
WFA
729
Websterrogers Financial Advisors
South Carolina
$299K +$883 +28 +0.3%
TA
730
TPG Advisors
Illinois
$298K +$298K +9,436 New
BTC
731
Bank & Trust Company
Illinois
$296K +$296K +9,374 New
GG
732
GenWealth Group
New Jersey
$295K – – –
HKIMG
733
Hutchens & Kramer Investment Management Group
Indiana
$294K +$1.44K +46 +0.5%
VVP
734
Venture Visionary Partners
Ohio
$294K -$158K -5,008 -35%
UBV
735
United Bank (Virginia)
Virginia
$294K – – –
MYIA
736
Mount Yale Investment Advisors
Colorado
$293K +$293K +9,300 New
WAG
737
Winthrop Advisory Group
Massachusetts
$293K – – –
SCM
738
Sterneck Capital Management
Missouri
$291K -$19.2K -610 -6%
Qube Research & Technologies (QRT)
739
Qube Research & Technologies (QRT)
United Kingdom
$289K +$289K +9,149 New
NIWA
740
New Insight Wealth Advisors
California
$288K -$26K -825 -8%
Betterment LLC
741
Betterment LLC
New York
$288K +$86.1K +2,726 +43%
O3W
742
Omni 360 Wealth
New Jersey
$288K -$6.66K -211 -2%
PWM
743
Proathlete Wealth Management
Florida
$287K – – –
QFA
744
Quantum Financial Advisors
California
$284K – – –
CCAL
745
City Center Advisors LLC
Michigan
$284K – – –
FMP
746
Financial Management Professionals
Texas
$283K +$79.4K +2,515 +39%
PMG
747
ProVise Management Group
Florida
$282K -$15.8K -500 -5%
IW
748
Instrumental Wealth
Florida
$280K +$34.1K +1,079 +14%
EIA
749
Edgemoor Investment Advisors
Maryland
$279K +$18.1K +575 +7%
JWCA
750
J.W. Coons Advisors
Ohio
$279K +$25.2K +800 +10%
28 29
30
31 32