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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
826
Great Valley Advisor Group
Delaware
$205K -$39.3K -1,244 -16%
RT
827
Rockland Trust
Massachusetts
$204K – – –
JIR
828
James Investment Research
Ohio
$202K +$202K +6,416 New
AA
829
Alesco Advisors
New York
$202K – – –
WIA
830
World Investment Advisors
California
$201K +$201K +6,356 New
JEST
831
JTC Employer Solutions Trustee
Jersey
$196K +$50.6K +1,600 +35%
NEAM
832
New England Asset Management
Connecticut
$189K +$189K +6,000 New
CA
833
Continuum Advisory
Idaho
$187K -$8.65K -274 -4%
PCFFS
834
Pacific Center for Financial Services
California
$179K +$2.68K +85 +2%
FWA
835
FSC Wealth Advisors
New York
$176K +$176K +5,578 New
ZB
836
Zions Bancorporation
Utah
$174K +$174K +5,500 New
CA
837
Clearstead Advisors
Ohio
$173K +$25.4K +804 +17%
HT
838
Headlands Technologies
Illinois
$173K +$40.1K +1,272 +30%
WAM
839
Wolverine Asset Management
Illinois
$170K +$167K +5,300 +5,300%
CT
840
Colonial Trust
South Carolina
$170K +$1.2K +38 +0.7%
SIS
841
Sound Income Strategies
Florida
$163K -$18.6K -589 -10%
FFA
842
Founders Financial Alliance
North Carolina
$160K -$6.34K -201 -4%
MCA
843
Maryland Capital Advisors
Maryland
$159K +$159K +5,040 New
LIA
844
Lynx Investment Advisory
District of Columbia
$158K +$158K +5,008 New
AF
845
Advisornet Financial
Minnesota
$154K +$30K +950 +24%
ATS
846
Ashton Thomas Securities
New York
$148K +$148K +4,720 New
RMC
847
Resources Management Corp
Connecticut
$148K -$17.1K -545 -10%
BFPW
848
BOK Financial Private Wealth
Colorado
$141K – – –
WSC
849
Wellington Shields & Co
New York
$135K +$8.68K +275 +7%
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$135K – – –
32 33
34
35 36