PFF icon

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 %
LOIP
851
Live Oak Investment Partners
Texas
– – – –
ODG
852
O'Dell Group
Ohio
$154K 4,933 +4,933 New
FFA
853
Founders Financial Alliance
North Carolina
$145K 4,647 -2,194 -32%
JEST
854
JTC Employer Solutions Trustee
Jersey
$144K 4,600 +1,600 +53%
EWP
855
Elevation Wealth Partners
California
$144K 4,768 +4,768 New
FGAM
856
Financial Gravity Asset Management
Texas
$142K 4,974 +38 +0.8%
MFA
857
McClarren Financial Advisors
Pennsylvania
$135K 4,342 +100 +2%
FWM
858
Focused Wealth Management
New York
$134K 4,292 +127 +3%
JHCP
859
Jackson Hole Capital Partners
Oklahoma
$134K 4,284 -2,240 -34%
NL
860
NVWM LLC
Pennsylvania
$133K 4,254 -2,700 -39%
AWM
861
Able Wealth Management
New Jersey
$131K 4,208 +4,208 New
EWM
862
EPG Wealth Management
Georgia
$130K 4,115 -884 -18%
BFPW
863
BOK Financial Private Wealth
Colorado
$129K 4,148 +2,948 +246%
OP
864
ORG Partners
Indiana
$127K 4,056 +1,298 +47%
HCM
865
Hollencrest Capital Management
California
$122K 3,909 -17,116 -81%
FBC
866
Fairfield, Bush & Co
Connecticut
$122K 3,900 +3,900 New
CFD
867
Creative Financial Designs
Indiana
$118K 3,781 +584 +18%
CFO
868
CVA Family Office
Colorado
$117K 3,750 +3,750 New
USB
869
Union Savings Bank
Connecticut
$117K 3,739 -142 -4%
WIM
870
Westside Investment Management
California
$116K 3,729 -4,373 -54%
AF
871
Advisornet Financial
Minnesota
$110K 3,534 -826 -19%
AP
872
Atwood & Palmer
Missouri
$104K 3,325 -310 -9%
WSC
873
Wellington Shields & Co
New York
$102K 3,260 +3,260 New
HGERS
874
Householder Group Estate & Retirement Specialist
Arizona
$99K 3,193 -4,458 -58%
CTA
875
Colonial Trust Advisors
South Carolina
$97.5K 3,125 -458 -13%
33 34
35
36 37