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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

788 hedge funds and large institutions have $5B invested in iShares Preferred and Income Securities ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 293 increasing their positions, 299 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
17.41%
Holding in Top 10
60
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25%
% of All Funds
1.33%
New
98
Increased
293
Reduced
299
Closed
133
Calls
$6.55M
Puts
$23.9M
Net Calls
-$17.4M
Net Calls Change
+$54.5M

Top Buyers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$76.3M
2
ECM
2
Evergreen Capital Management
Washington
$58.2M
3
AWM
3
Affinity Wealth Management
Delaware
$45.7M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$40.1M
5
AC
5
Athanor Capital
New York
$33.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$25.7M
2
GC
2
Grimes & Company
Massachusetts
$0
3
PWAG
3
Polaris Wealth Advisory Group
California
$0
4
Jane Street
4
Jane Street
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$10.1M +$749K +23,529 +8%
Creative Planning
77
Creative Planning
Kansas
$9.97M -$1.52M -47,830 -13%
BWFA
78
Baltimore-Washington Financial Advisors
Maryland
$9.47M +$365K +11,451 +4%
SFG
79
Sowa Financial Group
Rhode Island
$9.4M +$3.2M +100,368 +51%
FBB
80
Fulton Breakefield Broenniman
Maryland
$9.35M +$260K +8,158 +3%
NCM
81
Northside Capital Management
Oregon
$8.83M +$1.22M +38,316 +16%
OMC
82
Overbrook Management Corp
New York
$8.64M -$165K -5,177 -2%
ST
83
Sageworth Trust
Pennsylvania
$8.59M +$5.05M +158,563 +142%
EVM
84
Eaton Vance Management
Massachusetts
$8.31M +$14.9K +469 +0.2%
UCFA
85
United Capital Financial Advisors
Texas
$8.18M -$12M -378,272 -60%
AAM
86
Autus Asset Management
Arizona
$8.16M +$54.1K +1,698 +0.7%
CFGS
87
Concourse Financial Group Securities
Alabama
$8.04M -$584K -18,345 -7%
WCAMG
88
Woodard & Company Asset Management Group
North Carolina
$7.92M +$7.92M +248,821 New
AllianceBernstein
89
AllianceBernstein
Tennessee
$7.8M +$7.8M +245,066 New
IA
90
IndexIQ Advisors
New York
$7.79M -$4.08M -128,087 -34%
SPIA
91
Steward Partners Investment Advisory
New York
$7.76M +$105K +3,304 +1%
UIC
92
Uniplan Investment Counsel
Wisconsin
$7.74M +$1.01M +31,853 +15%
FFG
93
Fortem Financial Group
California
$7.4M +$7.4M +232,313 New
ASN
94
Advisory Services Network
Georgia
$7.4M -$3.99M -125,375 -35%
GWM
95
Geneos Wealth Management
Colorado
$7.31M +$159K +5,044 +2%
PWPCM
96
Perella Weinberg Partners Capital Management
New York
$7.3M +$7.3M +229,183 New
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$7.26M -$926K -29,078 -11%
SS
98
Sunbelt Securities
Texas
$7.08M +$5.75M +161,516 +432%
CA
99
Cetera Advisors
Colorado
$7M +$668K +20,974 +11%
MWA
100
Moser Wealth Advisors
Washington
$6.97M +$19.5K +611 +0.3%
2 3
4
5 6