PFF icon

iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
801
Great Valley Advisor Group
Delaware
$249K 7,731 +226 +3%
IW
802
Instrumental Wealth
Florida
$245K 7,769 -450 -5%
AA
803
Advisory Alpha
Michigan
$244K 7,561 +7,561 New
CMI
804
Clare Market Investments
Texas
$244K 7,559 +14 +0.2%
BWA
805
Beam Wealth Advisors
Louisiana
$243K 7,554 -289 -4%
Luther King Capital Management (LKCM)
806
Luther King Capital Management (LKCM)
Texas
– – – –
OA
807
Oxbow Advisors
Texas
$242K 7,505 -29,002 -79%
DIM
808
DLK Investment Management
California
$242K 7,500 – –
ACP
809
Aveo Capital Partners
Colorado
$241K 7,643 +7,643 New
FWIA
810
Fort Washington Investment Advisors
Ohio
$241K 7,472 -4,632 -38%
VCM
811
Virtue Capital Management
Tennessee
$240K 7,642 +7,642 New
IHL
812
Investment House LLC
California
$240K 7,448 – –
TCBWMS
813
Texas Capital Bank Wealth Management Services
Texas
$238K 7,376 – –
MWM
814
Meridian Wealth Management
Kentucky
$237K 7,358 +143 +2%
HWM
815
HB Wealth Management
Georgia
$235K 7,284 +7,284 New
WJWM
816
Williams Jones Wealth Management
New York
$234K 7,261 +7,261 New
TNBTD
817
Trustmark National Bank Trust Department
Mississippi
$233K 7,239 -715 -9%
SIC
818
Samalin Investment Counsel
New York
$233K 7,215 -352 -5%
AWS
819
Arkfeld Wealth Strategies
Nebraska
$232K 7,371 -2,010 -21%
TCM
820
Tran Capital Management
California
$229K 7,115 – –
BAM
821
Belpointe Asset Management
Nevada
$229K 7,099 +68 +1%
KMWM
822
Keudell/Morrison Wealth Management
Oregon
$229K 7,093 – –
PMA
823
Prudent Man Advisors
Illinois
$226K 7,023 – –
WHC
824
Wulff, Hansen & Co
California
$226K 8,075 -6,520 -45%
PCA
825
Prosperity Capital Advisors
Ohio
$225K 6,992 +6,992 New
31 32
33
34 35