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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
LPL Financial
California
$266M
2
Wells Fargo
Wells Fargo
California
$322M
3
Bank of America
Bank of America
North Carolina
$803M
4
Morgan Stanley
Morgan Stanley
New York
$517M
5
MCM
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$0
2
HF
HRT Financial
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$23.8M
4
HWM
Horizon Wealth Management
Illinois
$10.7M
5
FWP
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
776
Lazari Capital Management
California
$293K – – –
GSEP
777
Golden State Equity Partners
California
$292K +$292K +9,299 New
WAG
778
Winthrop Advisory Group
Massachusetts
$292K – – –
MA
779
MKT Advisors
California
$292K -$92.1K -2,900 -24%
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$291K – – –
MGIA
781
Moneta Group Investment Advisors
Missouri
$290K +$4.97K +158 +2%
EGA
782
E&G Advisors
Texas
$289K -$129K -4,100 -31%
AWM
783
Atticus Wealth Management
Florida
$289K -$34K -1,083 -11%
LBC
784
Leigh Baldwin & Co
New York
$287K +$287K +9,122 New
PWM
785
Proathlete Wealth Management
Florida
$286K – – –
ST
786
Smithfield Trust
Pennsylvania
$286K -$21.7K -683 -7%
RCWM
787
Red Crane Wealth Management
California
$286K +$286K +9,092 New
MSFS
788
Main Street Financial Solutions
Pennsylvania
$285K -$18.9K -600 -6%
LSIA
789
LaSalle St. Investment Advisors
Illinois
$285K +$11.1K +355 +4%
LWM
790
LJI Wealth Management
Indiana
$283K -$365K -11,602 -56%
CWM
791
Collaborative Wealth Management
Florida
$282K -$28.2K -898 -9%
RFA
792
Register Financial Advisors
Georgia
$281K +$94.8K +3,016 +51%
IF
793
Ironwood Financial
Arizona
$281K -$141K -4,472 -33%
MCFP
794
Mallini Complete Financial Planning
Florida
$280K – – –
IW
795
Instrumental Wealth
Florida
$279K -$1.23K -39 -0.4%
WA
796
Wealthstar Advisors
Texas
$276K +$276K +8,764 New
1WA
797
180 Wealth Advisors
Washington
$274K – – –
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K +$64.7K +2,035 +31%
JWBC
799
J.W. Burns & Co
New York
$272K -$71.3K -2,267 -21%
ACP
800
Aveo Capital Partners
Colorado
$272K +$272K +8,638 New
30 31
32
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