PFF icon

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.

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

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
801
Financial Engines Advisors
California
$270K +$270K +8,598 New
BWP
802
Balboa Wealth Partners
Arizona
$270K -$15.7K -500 -6%
ACA
803
Aptus Capital Advisors
Alabama
$268K +$184K +5,860 +221%
NG
804
Norden Group
Utah
$267K -$160K -5,100 -38%
AFP
805
Ausdal Financial Partners
Iowa
$265K +$265K +8,439 New
KFI
806
Key Financial Inc
Pennsylvania
$263K -$719K -22,871 -73%
DWT
807
Dorsey & Whitney Trust
South Dakota
$262K -$66.2K -2,107 -20%
SAI
808
Savvy Advisors Inc
New York
$262K +$262K +8,323 New
CP
809
Castleview Partners
Texas
$258K -$25K -785 -9%
RRA
810
Round Rock Advisors
Connecticut
$256K +$256K +8,145 New
HAG
811
HF Advisory Group
Maryland
$254K -$16K -508 -6%
PW
812
PUREfi Wealth
Massachusetts
$250K +$250K +7,941 New
MP
813
McDonald Partners
Ohio
$249K – – –
TWP
814
Tyche Wealth Partners
Texas
$249K -$9.94K -316 -4%
WE
815
Wealth Effects
Massachusetts
$249K +$8.99K +286 +4%
CWM
816
C2C Wealth Management
Arizona
$249K – – –
CAP
817
Columbia Advisory Partners
Washington
$249K +$27.1K +862 +12%
TA
818
TPG Advisors
Illinois
$246K -$107K -3,409 -30%
AWP
819
Axis Wealth Partners
Rhode Island
$242K +$242K +7,683 New
RWB
820
RMR Wealth Builders
New Jersey
$242K -$14.7K -469 -6%
GWM
821
Greenwich Wealth Management
Connecticut
$239K -$8.39K -267 -3%
OIA
822
Optimum Investment Advisors
Illinois
$239K -$12.6K -400 -5%
NIWA
823
New Insight Wealth Advisors
California
$238K -$25.2K -800 -10%
DFCM
824
Dark Forest Capital Management
Puerto Rico
$237K +$17.6K +560 +8%
BSHC
825
Breed's Hill Capital
Massachusetts
$236K +$236K +7,522 New
31 32
33
34 35