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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 %
GWM
826
Greenwich Wealth Management
Connecticut
$225K 6,982 -189 -3%
IWM
827
Iams Wealth Management
Nebraska
$225K 7,023 -819 -10%
MWPCG
828
Measured Wealth Private Client Group
New Hampshire
$225K 6,970 -2,392 -26%
WCM
829
WealthBridge Capital Management
Ohio
$225K 6,968 +6 +0.1%
COCM
830
Charter Oak Capital Management
New Hampshire
$224K 6,960 -1,183 -15%
VAG
831
VisionPoint Advisory Group
Texas
$223K 6,920 -246 -3%
S
832
Syntrinsic
Colorado
$223K 6,917 – –
AIC
833
Archer Investment Corporation
Indiana
$223K 6,908 +1 +0%
WP
834
WealthShield Partners
North Carolina
$222K 6,893 +4,372 +173%
SIG
835
Stonegate Investment Group
Alabama
$222K 6,874 – –
IPWA
836
International Private Wealth Advisors
California
$221K 6,854 -100 -1%
RC
837
Reik & Co
New York
$221K 6,850 – –
VCA
838
Verdence Capital Advisors
Maryland
$220K 6,841 +43 +0.6%
WTC
839
WhitTier Trust Company
Nevada
$220K 6,826 – –
MAWCM
840
Mine & Arao Wealth Creation & Management
California
$219K 6,809 +51 +0.8%
NGA
841
Naples Global Advisors
Florida
$218K 6,765 -15,970 -70%
LCM
842
Lazari Capital Management
California
$218K 6,757 -401 -6%
CW
843
Connectus Wealth
Ohio
$217K 6,735 -196,062 -97%
MIM
844
Moseley Investment Management
Florida
$217K 6,729 +6,729 New
ZIM
845
Zacks Investment Management
Illinois
$217K 6,719 -140,976 -95%
P
846
&Partners
Tennessee
$214K 6,643 +6,643 New
WDG
847
Wealth Dimensions Group
Ohio
$212K 6,564 – –
EA
848
Everpar Advisors
Oklahoma
$209K 6,500 – –
RT
849
Rockland Trust
Massachusetts
$209K 6,470 -66 -1%
WMA
850
Wealth Management Associates
New Jersey
$208K 6,598 -135 -2%
32 33
34
35 36