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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 %
OFG
851
OmniStar Financial Group
North Carolina
– -$63K -1,977 Closed
CAC
852
Certified Advisory Corp
Florida
– -$35K -1,087 Closed
LWS
853
Lucia Wealth Services
California
– -$32K -1,000 Closed
CFFP
854
Center for Financial Planning
Michigan
– -$30K -950 Closed
SWA
855
Stratos Wealth Advisors
Ohio
– -$21K -666 Closed
KC
856
Knuff & Co
California
– -$19K -600 Closed
VNA
857
Valley National Advisers
Pennsylvania
– -$19K -593 Closed
AC
858
AlphaCore Capital
California
– -$19K -589 Closed
WCM
859
Wealthcare Capital Management
Virginia
– -$15K -465 Closed
GFPC
860
Global Financial Private Client
Florida
– -$13.9K -461 Closed
CAN
861
Claraphi Advisory Network
United States
– -$14K -429 Closed
GAM
862
Gemmer Asset Management
California
– -$13K -400 Closed
HI
863
Human Investing
Oregon
– -$12K -363 Closed
Toronto Dominion Bank
864
Toronto Dominion Bank
Ontario, Canada
– -$11K -337 Closed
BMM
865
Berkshire Money Management
Massachusetts
– -$8K -266 Closed
HIM
866
HawsGoodwin Investment Management
Tennessee
– -$8K -245 Closed
FGAM
867
Financial Gravity Asset Management
Texas
– -$5.15K -163 Closed
QAM
868
QCI Asset Management
New York
– -$5K -145 Closed
DCM
869
Davidson Capital Management
Texas
– -$4K -131 Closed
OSAM
870
O'Shaughnessy Asset Management
Connecticut
– -$4K -131 Closed
MF
871
Manchester Financial
California
– -$4K -125 Closed
LSA
872
Lion Street Advisors
Texas
– -$4K -118 Closed
CI
873
CX Institutional
Indiana
– -$3K -91 Closed
RWA
874
Ropes Wealth Advisors
Massachusetts
– -$3K -90 Closed
LWANC
875
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2K -70 Closed
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