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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW30
776
Drucker Wealth 3.0
New Jersey
$239K +$239K +7,590 New
OA
777
Oxbow Advisors
Texas
$237K – – –
DIM
778
DLK Investment Management
California
$237K – – –
FIM
779
FWL Investment Management
Texas
$236K +$75.7K +2,400 +47%
FNWM
780
Financial Network Wealth Management
Utah
$236K +$236K +7,498 New
CMI
781
Clare Market Investments
Texas
$236K -$2.52K -80 -1%
MWPCG
782
Measured Wealth Private Client Group
New Hampshire
$235K +$15.2K +481 +7%
IHL
783
Investment House LLC
California
$235K – – –
IWP
784
Insight Wealth Partners
Texas
$235K -$92.9K -2,946 -28%
CCB
785
Country Club Bank
Missouri
$234K +$234K +7,391 New
SC
786
Slow Capital
California
$231K -$115K -3,650 -33%
AA
787
Ancora Advisors
Ohio
$231K -$12.9K -410 -5%
PMA
788
Prudent Man Advisors
Illinois
$231K +$9.37K +297 +4%
LCM
789
Lazari Capital Management
California
$231K +$17.7K +560 +8%
FWIA
790
Fort Washington Investment Advisors
Ohio
$229K -$6.31K -200 -3%
NIC
791
Northwest Investment Counselors
Oregon
$229K -$18.5K -587 -7%
TNBTD
792
Trustmark National Bank Trust Department
Mississippi
$228K – – –
TWC
793
TD Waterhouse Canada
Ontario, Canada
$228K -$272K -8,695 -54%
AA
794
Advisory Alpha
Michigan
$228K -$10.9K -346 -5%
NLP
795
Next Level Private
New York
$226K -$275K -8,704 -55%
TCM
796
Tran Capital Management
California
$224K – – –
SWA
797
Stratos Wealth Advisors
Ohio
$224K +$224K +7,110 New
AWM
798
Avior Wealth Management
Nebraska
$224K -$35.7K -1,133 -14%
KMWM
799
Keudell/Morrison Wealth Management
Oregon
$224K – – –
AHC
800
Adell Harriman & Carpenter
Texas
$223K -$58.4K -1,850 -21%
30 31
32
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