PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
+$46.1M
2
Bank of America
Bank of America
North Carolina
+$42.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.5M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
-$33.6M
2
RCI
RS Crum Inc
California
-$16.2M
3
PCA
Pallas Capital Advisors
Massachusetts
-$15.6M
4
Morgan Stanley
Morgan Stanley
New York
-$14.1M
5
FIC
Family Investment Center
Missouri
-$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
776
NVWM LLC
Pennsylvania
$210K -$1.81M -59,877 -90%
TWP
777
Tempus Wealth Planning
California
$209K +$5.07K +168 +2%
PCM
778
Princeton Capital Management
New Jersey
$209K +$30 +1 +0%
S
779
Syntrinsic
Colorado
$209K +$209K +6,917 New
AIC
780
Archer Investment Corporation
Indiana
$208K +$3.35K +111 +2%
SC
781
Slow Capital
California
$208K -$68K -2,254 -25%
SIG
782
Stonegate Investment Group
Alabama
$207K -$15.1K -500 -7%
FA
783
Flagstar Advisors
New York
$207K -$28.6K -947 -12%
RC
784
Reik & Co
New York
$207K – – –
FFA
785
Founders Financial Alliance
North Carolina
$206K -$35.6K -1,182 -15%
BSA
786
Bull Street Advisors
Georgia
$205K -$344K -11,421 -63%
VCA
787
Verdence Capital Advisors
Maryland
$205K +$8.99K +298 +5%
1WA
788
180 Wealth Advisors
Washington
$204K +$204K +6,762 New
CAP
789
Columbia Advisory Partners
Washington
$203K +$203K +6,737 New
CW
790
Connectus Wealth
Ohio
$203K -$6.71M -222,671 -97%
RCA
791
Reitz Capital Advisors
Michigan
$201K +$201K +6,965 New
MAWCM
792
Mine & Arao Wealth Creation & Management
California
$200K +$2.2K +73 +1%
JHCP
793
Jackson Hole Capital Partners
Oklahoma
$197K – – –
CA
794
Clearstead Advisors
Ohio
$187K +$93.9K +3,116 +101%
NEAM
795
New England Asset Management
Connecticut
$181K – – –
IWP
796
Icon Wealth Partners
Texas
$179K -$9.35K -310 -5%
TSWM
797
Tyler-Stone Wealth Management
Ohio
$173K +$452 +15 +0.3%
UB
798
UMB Bank
Missouri
$166K – – –
QCG
799
Quadrant Capital Group
Ohio
$158K -$32.7K -1,086 -17%
LOIP
800
Live Oak Investment Partners
Texas
$153K -$159K – –
30 31
32
33 34