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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MWM
776
Meridian Wealth Management
Kentucky
$223K 7,195 -18 -0.2%
PJSIMP
777
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K 7,138 – –
TCM
778
Tran Capital Management
California
$220K 7,115 – –
WT
779
Washington Trust
Rhode Island
$220K 7,100 +1,350 +23%
BAG
780
Bridgewealth Advisory Group
California
$218K 7,040 -56 -0.8%
SWMP
781
Signature Wealth Management Partners
New Jersey
$217K 7,029 +46 +0.7%
PMA
782
Prudent Man Advisors
Illinois
$217K 7,023 – –
QFA
783
Quantum Financial Advisors
California
$217K 7,004 +99 +1%
SMH
784
Sanders Morris Harris
Texas
$217K 7,000 – –
PCM
785
Princeton Capital Management
New Jersey
$214K 6,917 +3 +0%
RC
786
Reik & Co
New York
$212K 6,850 -7,890 -54%
AIC
787
Archer Investment Corporation
Indiana
$210K 6,793 – –
TWP
788
Tempus Wealth Planning
California
$209K 6,767 +6,767 New
IW
789
Instrumental Wealth
Florida
$209K 6,755 +6,755 New
AFS
790
AFG Fiduciary Services
Massachusetts
$205K 6,651 +146 +2%
CAG
791
Csenge Advisory Group
Florida
$204K 6,593 -954 -13%
MAWCM
792
Mine & Arao Wealth Creation & Management
California
$203K 6,576 +80 +1%
LIA
793
LS Investment Advisors
Michigan
$203K 6,550 – –
JHCP
794
Jackson Hole Capital Partners
Oklahoma
$202K 6,524 – –
TMWM
795
Taylor & Morgan Wealth Management
Michigan
$202K 6,516 -89 -1%
VCA
796
Verdence Capital Advisors
Maryland
$201K 6,500 -294 -4%
1CM
797
1492 Capital Management
Wisconsin
$201K 6,494 -359 -5%
CPSC
798
Carl P. Sherr & Co
Massachusetts
$201K 6,485 – –
LFASL
799
Lugano Financial Advisors SA (LFA)
Switzerland
$199K 6,425 -123 -2%
QCG
800
Quadrant Capital Group
Ohio
$196K 6,336 +5,100 +413%
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