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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 %
EWM
801
EPG Wealth Management
Georgia
$151K +$1.33K +44 +0.9%
WP
802
WealthShield Partners
North Carolina
$144K -$1.12K -37 -0.8%
FMP
803
Financial Management Professionals
Texas
$141K -$21.9K -725 -13%
FGAM
804
Financial Gravity Asset Management
Texas
$140K +$140K +4,905 +15,823%
LFASL
805
Lugano Financial Advisors SA (LFA)
Switzerland
$132K -$61.2K -2,031 -32%
AF
806
Advisornet Financial
Minnesota
$131K -$6.69K -222 -5%
MFA
807
McClarren Financial Advisors
Pennsylvania
$127K +$1.92K +64 +2%
FWM
808
Focused Wealth Management
New York
$126K +$1.03K +34 +0.8%
WT
809
Washington Trust
Rhode Island
$121K -$93.5K -3,100 -44%
USB
810
Union Savings Bank
Connecticut
$117K -$4.01K -133 -3%
BCM
811
Basso Capital Management
Connecticut
$115K +$7.03K +233 +7%
AP
812
Atwood & Palmer
Missouri
$110K -$285K -9,438 -72%
CSPIA
813
Cary Street Partners Investment Advisory
Virginia
$109K -$13.6K -450 -11%
CTA
814
Colonial Trust Advisors
South Carolina
$108K +$13.8K +458 +15%
DZ Bank
815
DZ Bank
Germany
$104K -$7.12K -238 -6%
GT
816
Glenmede Trust
Pennsylvania
$103K -$2.29K -76 -2%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$101K +$4.19K +139 +4%
First Manhattan
818
First Manhattan
New York
$100K +$5.01K +166 +5%
CFD
819
Creative Financial Designs
Indiana
$96.4K -$11.1K -367 -10%
BFP
820
Briaud Financial Planning
Texas
$95K +$95K +3,158 New
ACA
821
Atlas Capital Advisors
Wyoming
$93.7K – – –
TFGT
822
TS Financial Group (TSFG)
Illinois
$90K -$1.44K -48 -2%
JEST
823
JTC Employer Solutions Trustee
Jersey
$90K – – –
CIAS
824
Capital Investment Advisory Services
North Carolina
$87.8K -$33.2K -1,102 -27%
FRA
825
Front Row Advisors
California
$87.4K +$362 +12 +0.4%
31 32
33
34 35