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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,058 hedge funds and large institutions have $6.26B invested in iShares Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 379 increasing their positions, 394 reducing their positions, and 67 closing their positions.

Holders
1,058
Holders Change
+49
Holders Change %
+4.86%
% of All Funds
14.09%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.37%
New
132
Increased
379
Reduced
394
Closed
67
Calls
$7.91M
Puts
$33.1M
Net Calls
-$25.2M
Net Calls Change
-$4.25M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$266M
2
Wells Fargo
2
Wells Fargo
California
$322M
3
Bank of America
3
Bank of America
North Carolina
$803M
4
Morgan Stanley
4
Morgan Stanley
New York
$517M
5
MCM
5
MAI Capital Management
Ohio
$28.7M

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$0
2
HF
2
HRT Financial
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$23.8M
4
HWM
4
Horizon Wealth Management
Illinois
$10.7M
5
FWP
5
Falcon Wealth Planning
California
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
876
Ancora Advisors
Ohio
$197K 6,256 -1,007 -14%
JEST
877
JTC Employer Solutions Trustee
Jersey
$195K 6,200 – –
NEAM
878
New England Asset Management
Connecticut
$189K 6,000 – –
PCFFS
879
Pacific Center for Financial Services
California
$185K 5,870 +120 +2%
VWM
880
Vermillion Wealth Management
Minnesota
$182K 5,792 +5,792 New
OC
881
Oarsman Capital
Wisconsin
$178K 5,664 +7 +0.1%
WSC
882
Wellington Shields & Co
New York
$176K 5,590 +850 +18%
BLC
883
Brown, Lisle/Cummings
Rhode Island
$174K 5,536 -378 -6%
WT
884
Washington Trust
Rhode Island
$173K 5,500 -5,130 -48%
ZB
885
Zions Bancorporation
Utah
$173K 5,500 – –
MFA
886
McClarren Financial Advisors
Pennsylvania
$162K 5,154 +5,154 New
MCI
887
MRP Capital Investments
Georgia
$147K 4,689 +2,000 +74%
MCM
888
Manchester Capital Management
Vermont
$146K 4,652 +1,492 +47%
FFA
889
Founders Financial Alliance
North Carolina
$144K 4,569 +31 +0.7%
EWM
890
EPG Wealth Management
Georgia
$133K 4,233 +44 +1%
HCM
891
Hollencrest Capital Management
California
$131K 4,159 +85 +2%
SIS
892
Sound Income Strategies
Florida
$130K 4,131 +92 +2%
LOIP
893
Live Oak Investment Partners
Texas
– – – –
BWL
894
Bogart Wealth LLC
Virginia
$127K 4,025 – –
NL
895
NVWM LLC
Pennsylvania
$124K 3,939 – –
CA
896
Clearstead Advisors
Ohio
$121K 3,859 -1,640 -30%
CAS
897
Coppell Advisory Solutions
Texas
$118K 3,762 +1,384 +58%
USB
898
Union Savings Bank
Connecticut
$118K 3,739 – –
RS
899
Rakuten Securities
Japan
$117K 3,727 -1,336 -26%
RMC
900
Resources Management Corp
Connecticut
$112K 3,575 -500 -12%
34 35
36
37 38