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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

953 hedge funds and large institutions have $4.92B invested in iShares Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 333 increasing their positions, 401 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
15.2%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.54%
New
84
Increased
333
Reduced
401
Closed
76
Calls
$17M
Puts
$12M
Net Calls
+$5.02M
Net Calls Change
+$5.34M

Top Buyers

1
HF
1
HRT Financial
New York
$52.9M
2
Bank of America
2
Bank of America
North Carolina
$569M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$31.2M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$64.8M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$69.8M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$0
2
RCI
2
RS Crum Inc
California
$0
3
PCA
3
Pallas Capital Advisors
Massachusetts
$463K
4
Morgan Stanley
4
Morgan Stanley
New York
$366M
5
FIC
5
Family Investment Center
Missouri
$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
926
Ballast Advisors
Minnesota
$6.03K – – –
IPW
927
Impact Partnership Wealth
Georgia
$6.03K +$6.03K +200 New
JWA
928
JFS Wealth Advisors
Pennsylvania
$5.44K +$60 +2 +1%
MLA
929
MB, Levis & Associates
Pennsylvania
$5.04K – – –
GWS
930
Glassman Wealth Services
Virginia
$4.67K +$4.67K +155 New
AIM
931
Anchor Investment Management
South Carolina
$4.52K – – –
CB
932
CNB Bank
Pennsylvania
$4.22K +$4.22K +140 New
PCTC
933
Perkins Coie Trust Company
Washington
$4.19K – – –
PSB
934
Piscataqua Savings Bank
New Hampshire
$4.04K – – –
WTA
935
Washington Trust Advisors
Massachusetts
$3.89K – – –
AWA
936
Authentikos Wealth Advisory
California
$3.74K +$3.74K +124 New
WWM
937
Wolff Wiese Magana
California
$3.38K – – –
FIM
938
FWL Investment Management
Texas
$3.38K +$3.38K +112 New
LF
939
Lee Financial
Texas
$3.02K – – –
Legacy Financial Group (Iowa)
940
Legacy Financial Group (Iowa)
Iowa
$2.74K +$2.74K +91 New
BWM
941
Baystate Wealth Management
Massachusetts
$2.62K +$573 +19 +28%
CIM
942
Contravisory Investment Management
Massachusetts
$2.53K +$2.53K +84 New
GWSA
943
Global Wealth Strategies & Associates
Colorado
$2.38K -$45K -1,491 -95%
PS
944
PayPay Securities
Japan
$2.14K +$30 +1 +1%
HWA
945
HHM Wealth Advisors
Tennessee
$2.11K – – –
AC
946
AlphaCore Capital
California
$1.96K – – –
SC
947
Solstein Capital
California
$1.81K – – –
HI
948
Horizon Investments
North Carolina
$1.49K +$1.49K +50 New
TFA
949
Toth Financial Advisory
Virginia
$1.36K – – –
BAAM
950
Baker Avenue Asset Management
California
$652 -$10.5M -354,310 -100%
36 37
38
39 40