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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
951
AlphaCore Capital
California
$2.01K 65 -435 -87%
SC
952
Solstein Capital
California
$1.86K 60 – –
AIP
953
Ameritas Investment Partners
Nebraska
$1.84K 60 -678 -92%
TFA
954
Toth Financial Advisory
Virginia
$1.39K 45 – –
NMG
955
New Millennium Group
Utah
$510 16 -1 -6%
IHWM
956
Iron Horse Wealth Management
Iowa
$248 8 +1 +14%
BCMIO
957
Beacon Capital Management Inc (Ohio)
Ohio
$62 2 – –
OSAM
958
O'Shaughnessy Asset Management
Connecticut
$31 1 -58 -98%
Federated Hermes
959
Federated Hermes
Pennsylvania
$24 1 +1 New
RPCA
960
Running Point Capital Advisors
California
– – – –
QWM
961
Quaker Wealth Management
New Jersey
– – -407,028 Closed
QFA
962
Quattro Financial Advisors
Texas
– – -196,731 Closed
HFRG
963
Houlihan Financial Resource Group
Virginia
– – -161,795 Closed
Wealth Enhancement Advisory Services
964
Wealth Enhancement Advisory Services
Minnesota
– – -115,665 Closed
SWG
965
Summit Wealth Group
Vermont
– – -96,563 Closed
TPW
966
Tiller Private Wealth
Pennsylvania
– – -85,063 Closed
ACM
967
Arlington Capital Management
Illinois
– – -81,672 Closed
GAM
968
Grandview Asset Management
Pennsylvania
– – -72,606 Closed
PSCM
969
Per Stirling Capital Management
Texas
– – -69,945 Closed
OCBCO
970
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -68,735 Closed
PWM
971
Peterson Wealth Management
Nevada
– – -60,275 Closed
LSC
972
Logan Stone Capital
Illinois
– – -60,171 Closed
PCM
973
Palisade Capital Management
New Jersey
– – -53,500 Closed
GDP
974
Great Diamond Partners
Maine
– – -40,163 Closed
PAG
975
Private Advisory Group
Washington
– – -39,552 Closed
37 38
39
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