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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 %
MF
76
Montis Financial
Massachusetts
$10.4M 335,510 +229,294 +216%
EWA
77
Exencial Wealth Advisors
Oklahoma
$10.3M 333,556 -17,410 -5%
PI
78
PineBridge Investments
New York
$10.1M 326,508 +326,508 New
PI
79
Parkside Investments
Illinois
$9.86M 318,768 +4,104 +1%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$9.82M 317,571 -223,489 -41%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$9.61M 310,763 -20,714 -6%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$9.46M 305,795 +109 +0%
SFG
83
Sowa Financial Group
Rhode Island
$9.36M 302,589 -3,958 -1%
FWM
84
ForthRight Wealth Management
Georgia
$9.33M 301,648 +301,648 New
BI
85
Ballast Inc
Kentucky
$9.32M 301,188 +7,697 +3%
Creative Planning
86
Creative Planning
Kansas
$9.29M 300,422 -6,166 -2%
AWS
87
Atria Wealth Solutions
New York
$9.26M 299,538 +9,065 +3%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$9.13M 295,138 +55,995 +23%
FWP
89
Falcon Wealth Planning
California
$9.06M 293,015 +38,340 +15%
GCA
90
Greenwood Capital Associates
South Carolina
$8.63M 278,862 +29 +0%
NW
91
NewEdge Wealth
Pennsylvania
$8.58M 277,404 +157,693 +132%
DIA
92
Davidson Investment Advisors
Montana
$8.45M 273,056 +273,056 New
Cerity Partners
93
Cerity Partners
New York
$8.42M 272,228 +39,945 +17%
GWM
94
GDS Wealth Management
Texas
$8.33M 269,259 +19,567 +8%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$8.26M 266,948 -12,793 -5%
PAG
96
Private Advisor Group
New Jersey
$8.12M 262,115 +22,112 +9%
ANTB
97
AMG National Trust Bank
Colorado
$8.08M 261,386 -21,004 -7%
CA
98
Cetera Advisors
Colorado
$8.06M 260,717 -7,205 -3%
AllianceBernstein
99
AllianceBernstein
Tennessee
$8.05M 260,255 +715 +0.3%
CCMG
100
Clark Capital Management Group
Pennsylvania
$7.71M 249,264 +3,468 +1%
2 3
4
5 6