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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 %
FMP
851
Financial Management Professionals
Texas
$208K 6,445 +1,023 +19%
Kovitz Investment Group Partners
852
Kovitz Investment Group Partners
Illinois
$208K 6,450 +6,450 New
BLC
853
Brown, Lisle/Cummings
Rhode Island
$207K 6,428 -588 -8%
CIC
854
Carnegie Investment Counsel
Ohio
$207K 6,413 – –
Betterment LLC
855
Betterment LLC
New York
$206K 6,388 -335 -5%
AA
856
Alesco Advisors
New York
$206K 6,390 +6,390 New
KBFS
857
Kohmann Bosshard Financial Services
Ohio
$205K 6,376 -5,330 -46%
MPCA
858
Madison Park Capital Advisors
Washington
$205K 6,371 +6,371 New
CWM
859
Calamos Wealth Management
Illinois
$205K 6,366 +6,366 New
HCA
860
Harbour Capital Advisors
Virginia
$205K 6,420 -1,755 -21%
VCP
861
Verus Capital Partners
Arizona
$202K 6,272 -350 -5%
OBWG
862
Onyx Bridge Wealth Group
New York
$201K 6,452 +6,452 New
G
863
GenTrust
Florida
$201K 6,225 +6,225 New
MAG
864
Mokosak Advisory Group
Iowa
$200K 6,206 +6,206 New
CA
865
Continuum Advisory
Idaho
$195K 6,201 +6,201 New
IWA
866
Icon Wealth Advisors
Texas
$194K 6,006 -176 -3%
RCM
867
Raleigh Capital Management
North Carolina
$192K 5,969 +5,912 +10,372%
PAM
868
Palisade Asset Management
Minnesota
$186K 5,785 +5,785 New
SIS
869
Sound Income Strategies
Florida
$185K 5,743 -530 -8%
PCFFS
870
Pacific Center for Financial Services
California
$180K 5,578 +5,578 New
GT
871
Glenmede Trust
Pennsylvania
$175K 5,437 -1,675 -24%
CT
872
Colonial Trust
South Carolina
$173K 5,356 -33 -0.6%
FFA
873
Founders Financial Alliance
North Carolina
$170K 5,287 +640 +14%
RMC
874
Resources Management Corp
Connecticut
$169K 5,250 +5,250 New
FIM
875
FWL Investment Management
Texas
$164K 5,092 +4,850 +2,004%
33 34
35
36 37