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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
Raymond James Financial
1
Raymond James Financial
Florida
$75.8M
2
LPL Financial
2
LPL Financial
California
$266M
3
Wells Fargo
3
Wells Fargo
California
$322M
4
Bank of America
4
Bank of America
North Carolina
$803M
5
Morgan Stanley
5
Morgan Stanley
New York
$517M

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 %
EB
926
Eastern Bank
Massachusetts
$67.6K 2,150 – –
CMANY
927
Capital Management Associates (New York)
New York
$67.5K 2,148 – –
TFGT
928
TS Financial Group (TSFG)
Illinois
$66K 2,086 -58 -3%
BOJHT
929
Bank of Jackson Hole Trust
Wyoming
$63.8K 2,030 +2,030 New
MAS
930
MPWM Advisory Solutions
Georgia
$63.6K 2,022 +2,022 New
CSC
931
Caldwell Sutter Capital
California
$58.1K 1,849 -1,000 -35%
OC
932
Oakworth Capital
Alabama
$57.6K 1,833 -293 -14%
HC
933
Hoese & Co
Minnesota
$53.4K 1,700 +1,700 New
HBW
934
Hazlett, Burt & Watson
West Virginia
$53K 1,686 -333 -16%
PGAM
935
Princeton Global Asset Management
New Jersey
$51.9K 1,650 – –
SIM
936
Synergy Investment Management
Florida
$51.1K 1,625 +1,625 New
HR
937
Howe & Rusling
New York
$50.3K 1,601 +421 +36%
EWP
938
Elevation Wealth Partners
California
$48.8K 1,551 -1,717 -53%
TSMHT
939
Thurston Springer Miller Herd & Titak
Indiana
$48.3K 1,535 +170 +12%
T
940
Transce3nd
Texas
$48.1K 1,531 +1,531 New
TPCM
941
Templeton & Phillips Capital Management
Tennessee
$48.1K 1,530 – –
WSCM
942
Wellington Shields Capital Management
New York
$45.3K 1,442 +5 +0.3%
JFG
943
JDM Financial Group
Texas
$44.2K 1,405 – –
DWM
944
Darwin Wealth Management
Florida
$42K 1,335 -33 -2%
GFPC
945
Global Financial Private Client
Florida
$41.6K 1,322 – –
GT
946
Glenmede Trust
Pennsylvania
$41.6K 1,322 -1,963 -60%
PK
947
Pflug Koory
Nebraska
$41.5K 1,319 +19 +1%
TCA
948
Trifecta Capital Advisors
Illinois
$41.2K 1,310 – –
NP
949
NorthRock Partners
Minnesota
$39.4K 1,253 -1,682 -57%
SWM
950
Sugarloaf Wealth Management
Georgia
$39.3K 1,250 – –
36 37
38
39 40