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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 %
RWA
776
Ropes Wealth Advisors
Massachusetts
$3K +$3K +90 New
CI
777
CX Institutional
Indiana
$3K +$3K +91 New
FIA
778
FNY Investment Advisers
New York
$3K +$3K +100 New
KFS
779
Kelly Financial Services
Massachusetts
$2.87K – – –
LWANC
780
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$17.1K -600 -90%
LPWM
781
Lake Point Wealth Management
Texas
$2K – – –
IRC
782
Investors Research Corp
Georgia
$2K – – –
HFS
783
HBC Financial Services
Washington
$2K – – –
CCT
784
Capital City Trust
Florida
$1.15K +$495 +15,547 +76%
CAGAS
785
Capital Advisory Group Advisory Services
Minnesota
$1K -$10.7K -213 -91%
SFA
786
Semmax Financial Advisors
North Carolina
$1K – – –
BHWM
787
Bay Harbor Wealth Management
Maryland
$1K +$1K +29 New
WIM
788
Westside Investment Management
California
$269 +$269 +8,471 New
GC
789
Grimes & Company
Massachusetts
– -$74.5M -1,981,505 Closed
PWAG
790
Polaris Wealth Advisory Group
California
– -$44.1M -1,161,193 Closed
Jane Street
791
Jane Street
New York
– -$40M -1,065,094 Closed
Mackenzie Financial
792
Mackenzie Financial
Ontario, Canada
– -$26M -691,654 Closed
RC
793
Randolph Company
Ohio
– -$18.9M -503,002 Closed
PI
794
PFS Investments
Georgia
– -$15.8M -420,196 Closed
Barclays
795
Barclays
United Kingdom
– -$14.2M -378,131 Closed
SAS
796
Sage Advisory Services
Texas
– -$12.7M -337,408 Closed
Millennium Management
797
Millennium Management
New York
– -$9.16M -243,572 Closed
FM
798
Family Management
New York
– -$5.91M -157,183 Closed
CAM
799
Congress Asset Management
Massachusetts
– -$5.28M -140,433 Closed
PAS
800
Park Avenue Securities
New York
– -$5.27M -140,200 Closed
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