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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 %
IWP
801
Icon Wealth Partners
Texas
$193K 6,254 -5,637 -47%
NEAM
802
New England Asset Management
Connecticut
$186K 6,000 – –
TSWM
803
Tyler-Stone Wealth Management
Ohio
$177K 5,732 +5,732 New
ECM
804
Elgethun Capital Management
South Dakota
$172K 5,572 +458 +9%
PFP
805
Pinnacle Financial Partners
Tennessee
$172K 5,570 – –
UB
806
UMB Bank
Missouri
$170K 5,508 +633 +13%
FMP
807
Financial Management Professionals
Texas
$167K 5,386 -653 -11%
LOIP
808
Live Oak Investment Partners
Texas
– – – –
BWM
809
BerganKDV Wealth Management
Minnesota
$157K 5,070 – –
EWM
810
EPG Wealth Management
Georgia
$153K 4,955 +48 +1%
CFO
811
CVA Family Office
Colorado
$151K 4,895 – –
WP
812
WealthShield Partners
North Carolina
$149K 4,828 +821 +20%
AF
813
Advisornet Financial
Minnesota
$142K 4,582 -1,479 -24%
MFA
814
McClarren Financial Advisors
Pennsylvania
$129K 4,178 +71 +2%
FWM
815
Focused Wealth Management
New York
$128K 4,131 -1,208 -23%
WAM
816
Worth Asset Management
Texas
$126K 4,080 -6,656 -62%
CSPIA
817
Cary Street Partners Investment Advisory
Virginia
$126K 4,079 -1,970 -33%
USB
818
Union Savings Bank
Connecticut
$125K 4,014 +4,014 New
CIAS
819
Capital Investment Advisory Services
North Carolina
$124K 4,013 -486 -11%
FBC
820
Fairfield, Bush & Co
Connecticut
$123K 3,975 +3,975 New
PGAM
821
Princeton Global Asset Management
New Jersey
$117K 3,784 -1,106 -23%
OC
822
Oakworth Capital
Alabama
$116K 3,756 – –
DZ Bank
823
DZ Bank
Germany
$116K 3,720 +3,720 New
BCM
824
Basso Capital Management
Connecticut
$110K 3,567 +3,567 New
CFD
825
Creative Financial Designs
Indiana
$110K 3,564 -1,812 -34%
31 32
33
34 35