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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.19%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
HRT Financial
New York
$52.9M
2
Bank of America
Bank of America
North Carolina
$569M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$31.2M
4
Corient Private Wealth
Corient Private Wealth
Florida
$64.8M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$69.8M

Top Sellers

1
OPAM
Ocean Park Asset Management
California
$0
2
RCI
RS Crum Inc
California
$0
3
PCA
Pallas Capital Advisors
Massachusetts
$463K
4
Morgan Stanley
Morgan Stanley
New York
$366M
5
FIC
Family Investment Center
Missouri
$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
851
Oliver Lagore Vanvalin Investment Group
Michigan
$40.9K -$10.6K -350 -20%
PK
852
Pflug Koory
Nebraska
$37.4K +$422 +14 +1%
SWM
853
Sanctuary Wealth Management
Idaho
$37.1K – – –
BFPW
854
BOK Financial Private Wealth
Colorado
$36.2K -$51.5K -1,708 -59%
GM
855
GeoWealth Management
Illinois
$36K +$4.56K +151 +14%
ECM
856
Elgethun Capital Management
South Dakota
$35.3K -$131K -4,390 -79%
BCPWM
857
Bradley & Co Private Wealth Management
Florida
$34.5K – – –
SSWM
858
Sheets Smith Wealth Management
North Carolina
$33.2K +$33.2K +1,100 New
PCA
859
Providence Capital Advisors
North Carolina
$31.8K +$13.6K +450 +75%
BCMLT
860
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.2K – – –
WB
861
Webster Bank
Connecticut
$31.2K – – –
FGA
862
Fortis Group Advisors
New Jersey
$30.8K +$30.8K +1,020 New
ICM
863
Islay Capital Management
Texas
$30.2K – – –
ME
864
McIlrath & Eck
Washington
$29.2K – – –
SL
865
Salomon & Ludwin
Virginia
$29.2K +$29.2K +969 New
GWANC
866
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K – – –
SWA
867
Sutton Wealth Advisors
Florida
$27.8K – – –
CFS
868
CGC Financial Services
Oregon
$27.5K – – –
CP
869
Castleview Partners
Texas
$27.4K -$6.39K -212 -19%
S
870
SignatureFD
Georgia
$27.1K -$66.3K -2,200 -71%
SGC
871
Slocum, Gordon & Co
Rhode Island
$27.1K – – –
BAM
872
Bellevue Asset Management
Washington
$26.9K +$121 +4 +0.5%
PCMC
873
Private Capital Management (Colorado)
Colorado
$26.9K +$26.9K +891 New
CWP
874
Concord Wealth Partners
Virginia
$26K +$392 +13 +2%
BHWM
875
Beaird Harris Wealth Management
Texas
$25.5K – – –
33 34
35
36 37