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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 %
JEST
876
JTC Employer Solutions Trustee
Jersey
$149K 4,600 – –
CA
877
Clearstead Advisors
Ohio
$147K 4,681 +1,754 +60%
BFPW
878
BOK Financial Private Wealth
Colorado
$144K 4,475 +327 +8%
JHCP
879
Jackson Hole Capital Partners
Oklahoma
$138K 4,284 – –
HT
880
Headlands Technologies
Illinois
$135K 4,200 -3,636 -46%
EWM
881
EPG Wealth Management
Georgia
$133K 4,126 +11 +0.3%
WSC
882
Wellington Shields & Co
New York
$129K 4,015 +755 +23%
HCM
883
Hollencrest Capital Management
California
$127K 3,952 +43 +1%
NL
884
NVWM LLC
Pennsylvania
$127K 3,946 -308 -7%
AF
885
Advisornet Financial
Minnesota
$127K 3,938 +404 +11%
JPWM
886
Jamison Private Wealth Management
Georgia
$125K 3,873 -3,638 -48%
CFD
887
Creative Financial Designs
Indiana
$122K 3,790 +9 +0.2%
USB
888
Union Savings Bank
Connecticut
$120K 3,739 – –
CSC
889
Cove Street Capital
California
$113K 3,500 +3,500 New
BWL
890
Bogart Wealth LLC
Virginia
$111K 3,445 +2,930 +569%
CSC
891
Caldwell Sutter Capital
California
$109K 3,385 +2,000 +144%
AP
892
Atwood & Palmer
Missouri
$106K 3,275 -50 -2%
CIAS
893
Capital Investment Advisory Services
North Carolina
$106K 3,274 +582 +22%
EWP
894
Elevation Wealth Partners
California
$105K 3,268 -1,500 -31%
LFASL
895
Lugano Financial Advisors SA (LFA)
Switzerland
$102K 3,175 +1,513 +91%
BFP
896
Briaud Financial Planning
Texas
$102K 3,158 +3,158 New
CTA
897
Colonial Trust Advisors
South Carolina
$101K 3,125 – –
ACA
898
Atlas Capital Advisors
Wyoming
$99.4K 3,085 +38 +1%
NFSG
899
Newbridge Financial Services Group
Florida
$98.6K 3,061 -3,275 -52%
HGERS
900
Householder Group Estate & Retirement Specialist
Arizona
$94.4K 2,930 -263 -8%
34 35
36
37 38