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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,023 hedge funds and large institutions have $5.91B invested in iShares Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 320 increasing their positions, 431 reducing their positions, and 79 closing their positions.

Holders
1,023
Holders Change
+70
Holders Change %
+7.35%
% of All Funds
15%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.47%
New
164
Increased
320
Reduced
431
Closed
79
Calls
$16.6M
Puts
$16.6M
Net Calls
+$13K
Net Calls Change
-$5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$897M
2
Cohen & Steers
2
Cohen & Steers
New York
$173M
3
OPAM
3
Ocean Park Asset Management
California
$58.7M
4
OWM
4
Orgel Wealth Management
Wisconsin
$57.3M
5
FIB
5
First Interstate Bank
Montana
$44.3M

Top Sellers

1
AB
1
Aozora Bank
Japan
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$32.6M
4
BlackRock
4
BlackRock
New York
$76.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VCA
826
Verdence Capital Advisors
Maryland
$212K 6,798 – –
SSA
827
Schonfeld Strategic Advisors
New York
$212K 6,794 +6,794 New
BFG
828
Bleakley Financial Group
New Jersey
$211K 6,774 -2,052 -23%
MAWCM
829
Mine & Arao Wealth Creation & Management
California
$211K 6,758 +109 +2%
WMA
830
Wealth Management Associates
New Jersey
$210K 6,733 -510 -7%
Betterment LLC
831
Betterment LLC
New York
$210K 6,723 -25,444 -79%
TSWM
832
Tyler-Stone Wealth Management
Ohio
$207K 6,645 +898 +16%
VCP
833
Verus Capital Partners
Arizona
$207K 6,622 +6,622 New
1WA
834
180 Wealth Advisors
Washington
$205K 6,575 -187 -3%
WDG
835
Wealth Dimensions Group
Ohio
$205K 6,564 +6,564 New
TC
836
TownSquare Capital
Utah
$204K 6,553 +6,553 New
CCFM
837
Clear Creek Financial Management
Washington
$204K 6,552 -4,287 -40%
RT
838
Rockland Trust
Massachusetts
$204K 6,536 +6,536 New
EA
839
Everpar Advisors
Oklahoma
$203K 6,500 +6,500 New
CPSC
840
Carl P. Sherr & Co
Massachusetts
$202K 6,485 +6,485 New
WC
841
Waterloo Capital
Texas
$201K 6,452 +6,452 New
CIC
842
Carnegie Investment Counsel
Ohio
$200K 6,413 -700 -10%
FAM
843
Family Asset Management
South Carolina
$199K 6,365 -3,093 -33%
NFSG
844
Newbridge Financial Services Group
Florida
$198K 6,336 -923 -13%
SIS
845
Sound Income Strategies
Florida
$196K 6,273 +3,613 +136%
IWA
846
Icon Wealth Advisors
Texas
$193K 6,182 +6,182 New
NEAM
847
New England Asset Management
Connecticut
$187K 6,000 – –
GM
848
GeoWealth Management
Illinois
$174K 5,558 +4,365 +366%
FMP
849
Financial Management Professionals
Texas
$169K 5,422 +761 +16%
CT
850
Colonial Trust
South Carolina
$168K 5,389 -2,870 -35%
32 33
34
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