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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EWM
851
EPG Wealth Management
Georgia
– – -4,126 Closed
RCM
852
Raleigh Capital Management
North Carolina
$131K 4,155 -1,814 -30%
LOIP
853
Live Oak Investment Partners
Texas
– – – –
HCM
854
Hollencrest Capital Management
California
$127K 4,012 +60 +2%
NL
855
NVWM LLC
Pennsylvania
$125K 3,946 – –
RFA
856
Register Financial Advisors
Georgia
$122K 3,878 +1,801 +87%
GT
857
Glenmede Trust
Pennsylvania
$121K 3,845 -1,592 -29%
CFD
858
Creative Financial Designs
Indiana
$120K 3,810 +20 +0.5%
USB
859
Union Savings Bank
Connecticut
$118K 3,739 – –
PP
860
Pacifica Partners
Canada
$117K 3,702 +2,007 +118%
GA
861
GFS Advisors
Texas
$117K 51,105 +51,105 New
CSC
862
Caldwell Sutter Capital
California
$115K 3,660 +275 +8%
BWL
863
Bogart Wealth LLC
Virginia
$112K 3,554 +109 +3%
SMA
864
Sage Mountain Advisors
Georgia
$110K 3,483 +3,483 New
CIAS
865
Capital Investment Advisory Services
North Carolina
$103K 3,276 +2 +0.1%
AP
866
Atwood & Palmer
Missouri
$103K 3,275 – –
EWP
867
Elevation Wealth Partners
California
$103K 3,268 – –
LFASL
868
Lugano Financial Advisors SA (LFA)
Switzerland
$100K 3,175 – –
BFP
869
Briaud Financial Planning
Texas
$99K 3,158 – –
CTA
870
Colonial Trust Advisors
South Carolina
$98.6K 3,125 – –
RS
871
Rakuten Securities
Japan
$96.7K 3,064 +364 +13%
ACA
872
Atlas Capital Advisors
Wyoming
$95.5K 3,027 -58 -2%
LFG
873
Larson Financial Group
Missouri
$93.6K 2,967 +1,140 +62%
HGERS
874
Householder Group Estate & Retirement Specialist
Arizona
$92K 2,938 +8 +0.3%
FRA
875
Front Row Advisors
California
$90.2K 2,859 -41 -1%
33 34
35
36 37