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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 %
AWS
76
Atria Wealth Solutions
New York
$11.4M 362,010 +45,047 +14%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$11.3M 358,133 -33,117 -8%
NCM
78
Northside Capital Management
Oregon
$11.2M 355,075 +9,595 +3%
SCTC
79
Sanibel Captiva Trust Company
Florida
$11M 350,693 -22,112 -6%
SWIG
80
Strategic Wealth Investment Group
Kentucky
$11M 350,151 -22,097 -6%
NA
81
NewEdge Advisors
Louisiana
$11M 348,733 +82,294 +31%
ANTB
82
AMG National Trust Bank
Colorado
$10.8M 344,270 +14,938 +5%
SPIA
83
Steward Partners Investment Advisory
New York
$10.8M 342,213 +28,338 +9%
HWM
84
Horizon Wealth Management
Illinois
$10.7M 339,738 -601,673 -64%
Cohen & Steers
85
Cohen & Steers
New York
$10.6M 337,181 +315,687 +1,469%
RIA
86
Regal Investment Advisors
Michigan
$10.1M 322,066 -13,745 -4%
WCA
87
Westover Capital Advisors
Delaware
$9.88M 314,182 -281,190 -47%
SF
88
Synovus Financial
Georgia
$9.87M 313,840 -31,998 -9%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$9.58M 304,591 +263,107 +634%
CFO
90
Collective Family Office
Pennsylvania
$9.5M 302,099 +13,434 +5%
VW
91
Vantage Wealth
California
$8.91M 283,450 +17,250 +6%
SAMC
92
Spectrum Asset Management (Connecticut)
Connecticut
$8.83M 280,849 -38,414 -12%
CCM
93
Campbell Capital Management
Florida
$8.72M 277,222 -4,009 -1%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$8.7M 276,667 -811 -0.3%
HNB
95
Huntington National Bank
Ohio
– – – –
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$8.58M 272,917 +21,318 +8%
BI
97
Ballast Inc
Kentucky
$8.16M 259,517 -101,126 -28%
SAM
98
SP Asset Management
California
$8M 254,411 -29,289 -10%
PAG
99
Private Advisor Group
New Jersey
$7.96M 253,028 -3,745 -1%
Citadel Advisors
100
Citadel Advisors
Florida
$7.8M 247,976 +244,016 +6,162%
2 3
4
5 6