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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M

Top Buyers

1
CL
Cabana LLC
Arkansas
$103M
2
FIA
Foundations Investment Advisors
Arizona
$87.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$42.6M
4
Wells Fargo
Wells Fargo
California
$331M
5
Goldman Sachs
Goldman Sachs
New York
$62.5M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
Affinity Wealth Management
Delaware
$0
3
AC
Athanor Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
826
Wealth Advisory Solutions
Indiana
– -$461K -14,483 Closed
WANY
827
Wealthspire Advisors (New York)
New York
– -$456K -14,321 Closed
FTI
828
Fiduciary Trust International
Massachusetts
– -$436K -13,700 Closed
MIA
829
MainStreet Investment Advisors
Illinois
– -$429K -13,459 Closed
LFPWM
830
Leicht Financial Planning & Wealth Management
New Jersey
– -$426K -13,392 Closed
QFA
831
Quattro Financial Advisors
Texas
– -$600K -13,390 Closed
PWM
832
PBMares Wealth Management
Virginia
– -$346K -10,882 Closed
GSWM
833
Golden State Wealth Management
California
– -$343K -10,777 Closed
BTW
834
Boston Trust Walden
Massachusetts
– -$328K -10,301 Closed
IC
835
IEQ Capital
California
– -$323K -10,144 Closed
BAC
836
Boys Arnold & Co
North Carolina
– -$323K -10,131 Closed
CMI
837
Clare Market Investments
Texas
– -$301K -9,440 Closed
BC
838
Burleson & Co
California
– -$297K -8,678 Closed
PWM
839
Paulson Wealth Management
Illinois
– -$255K -7,620 Closed
DWM
840
Darwin Wealth Management
Florida
– -$232K -7,296 Closed
RSC
841
Red Spruce Capital
Pennsylvania
– -$227K -7,116 Closed
KWA
842
KCS Wealth Advisory
California
– -$220K -6,921 Closed
BA
843
Ballew Advisors
Mississippi
– -$216K -6,785 Closed
WQ
844
Wealth Quarterback
New Jersey
– -$186K -5,842 Closed
AT
845
Arden Trust
Delaware
– -$162K -5,083 Closed
CCM
846
Cox Capital Management
Massachusetts
– -$163K -4,344 Closed
VCS
847
Vaughan & Co Securities
New Jersey
– -$81.1K -2,548 Closed
FA
848
Faithward Advisors
Pennsylvania
– -$80K -2,500 Closed
Bank Julius Baer & Co
849
Bank Julius Baer & Co
Switzerland
– -$80K -2,497 Closed
CS
850
Capital Square
Tennessee
– -$79K -2,479 Closed
32 33
34
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