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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
LPL Financial
California
$266M
2
Wells Fargo
Wells Fargo
California
$322M
3
Bank of America
Bank of America
North Carolina
$803M
4
Morgan Stanley
Morgan Stanley
New York
$517M
5
MCM
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$0
2
HF
HRT Financial
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$23.8M
4
HWM
Horizon Wealth Management
Illinois
$10.7M
5
FWP
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
726
Fortitude Family Office
Arizona
$338K +$26.8K +851 +9%
ACP
727
Argyle Capital Partners
California
$336K +$336K +10,700 New
CAGAS
728
Capital Advisory Group Advisory Services
Minnesota
$335K -$13K -413 -4%
IFA
729
Interactive Financial Advisors
Illinois
$334K +$4.91K +156 +1%
AFS
730
AFG Fiduciary Services
Massachusetts
$333K +$9.16K +289 +3%
CFS
731
Coordinated Financial Services
Colorado
$332K +$332K +10,575 New
CCG
732
Cypress Capital Group
Florida
$332K -$91.7K -2,916 -22%
MWM
733
MGB Wealth Management
Texas
$331K +$169K +5,383 +105%
GJIA
734
Glass Jacobson Investment Advisors
Maryland
$330K +$42.6K +1,355 +15%
WCG
735
Weaver Consulting Group
California
$330K -$45.5K -1,448 -12%
MWA
736
Midland Wealth Advisors
Illinois
$330K +$6.29K +200 +2%
AA
737
Apriem Advisors
California
$328K -$141K -4,482 -30%
IAG
738
Investmark Advisory Group
Connecticut
$327K -$189K -6,000 -37%
BPAMU
739
BTG Pactual Asset Management US
New York
$327K -$5.5K -171 -2%
ABC
740
Associated Banc-Corp
Wisconsin
$326K – – –
OA
741
Operose Advisors
Wisconsin
$325K -$28.9K -919 -8%
FMP
742
Financial Management Professionals
Texas
$322K +$36.1K +1,149 +13%
CCM
743
Crabel Capital Management
California
$322K -$5.72M -182,047 -95%
B
744
Bensler
Washington
$321K -$59K -1,876 -16%
DW
745
Dodds Wealth
Colorado
$320K +$4.96K +155 +2%
EIA
746
Edgemoor Investment Advisors
Maryland
$319K -$220 -7 -0.1%
JIC
747
Joel Isaacson & Co
New York
$317K -$213K -6,787 -40%
BA
748
Bristlecone Advisors
Washington
$317K – – –
Betterment LLC
749
Betterment LLC
New York
$317K +$2.33K +74 +0.7%
ACIM
750
Azimuth Capital Investment Management
Michigan
$316K -$151K -4,800 -32%
28 29
30
31 32