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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

971 hedge funds and large institutions have $8.2B invested in iShares Preferred and Income Securities ETF in 2021 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 475 increasing their positions, 245 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+9
Holders Change %
+0.94%
% of All Funds
17.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
0.95%
New
74
Increased
475
Reduced
245
Closed
54
Calls
$336M
Puts
$16.2M
Net Calls
+$320M
Net Calls Change
+$352M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$185M
2
HCM
Hilton Capital Management
New York
$72.8M
3
SAM
SP Asset Management
California
$50.3M
4
CTB
Country Trust Bank
Illinois
$22.1M
5
Morgan Stanley
Morgan Stanley
New York
$431M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$0
2
Goldman Sachs
Goldman Sachs
New York
$121M
3
Bank of America
Bank of America
North Carolina
$955M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
5
AIA
Angeles Investment Advisors
California
$8.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
751
Signature Wealth Management Partners
New Jersey
$305K +$41.7K +1,074 +16%
SB
752
Sunflower Bank
Texas
$304K -$97.7K -2,514 -24%
WLIM
753
White Lighthouse Investment Management
Massachusetts
$304K – – –
PFA
754
Pettinga Financial Advisors
Indiana
$304K +$13.2K +340 +5%
SBL
755
Sargent Bickham Lagudis
Colorado
$303K +$128K +3,310 +73%
CRC
756
Curi RMB Capital
Illinois
$301K – – –
FHC
757
First Heartland Consultants
Missouri
$300K -$1.63K -42 -0.5%
Federated Hermes
758
Federated Hermes
Pennsylvania
$300K +$300K +7,735 New
SCA
759
Strategic Capital Advisers
Colorado
$299K +$299K +7,700 New
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$292K -$565K – –
MAG
761
Mayfair Advisory Group
Alabama
$292K – – –
MAWCM
762
Mine & Arao Wealth Creation & Management
California
$291K +$3.11K +80 +1%
WSTAM
763
Wilbanks Smith & Thomas Asset Management
Virginia
$290K +$17.8K +460 +7%
NFG
764
Nations Financial Group
Iowa
$288K +$69.4K +1,787 +32%
CFD
765
Creative Financial Designs
Indiana
$287K +$116 +3 +0%
PCM
766
Princeton Capital Management
New Jersey
$284K – – –
CIAS
767
Capital Investment Advisory Services
North Carolina
$284K +$78 +2 +0%
AAA
768
Adams Asset Advisors
Texas
$283K – – –
CWM
769
Connecticut Wealth Management
Connecticut
$282K -$31.4K -810 -10%
CWA
770
Core Wealth Advisors
Florida
$280K -$23.1K -597 -8%
IRC
771
Investors Research Corp
Georgia
$278K +$168K +4,318 +152%
ECM
772
Elgethun Capital Management
South Dakota
$276K -$44.3K -1,140 -14%
TCM
773
Tran Capital Management
California
$276K – – –
MCM
774
Marathon Capital Management
Maryland
$275K – – –
VFPI
775
Vantage Financial Partners (Illinois)
Illinois
$274K +$39 +1 +0%
29 30
31
32 33