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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 %
BDWCC
976
B&D White Capital Company
Texas
– – -37,217 Closed
BWG
977
Beta Wealth Group
California
– – -34,584 Closed
QWM
978
QP Wealth Management
New Jersey
– – -30,355 Closed
WAM
979
Wakefield Asset Management
Colorado
– – -27,869 Closed
MPW
980
MGO Private Wealth
California
– – -27,579 Closed
HW
981
Hancock Whitney
Mississippi
– – -25,282 Closed
Millennium Management
982
Millennium Management
New York
– – -25,158 Closed
SC
983
Scotia Capital
Ontario, Canada
– – -24,208 Closed
MAM
984
Milestone Asset Management
Pennsylvania
– – -23,210 Closed
EW
985
Enzi Wealth
Texas
– – -22,355 Closed
CFA
986
Compass Financial Advisors
Indiana
– – -22,212 Closed
RC
987
Roundview Capital
New Jersey
– – -22,022 Closed
AA
988
Advisory Alpha
Michigan
– – -19,253 Closed
MM
989
Main Management
California
– – -16,832 Closed
CSIA
990
Charles Schwab Investment Advisory
California
– – -15,928 Closed
EL
991
EQ LLC
Washington
– – -15,449 Closed
GSC
992
Grey Street Capital
Illinois
– – -15,417 Closed
MFA
993
Mayflower Financial Advisors
Massachusetts
– – -12,914 Closed
FTUS
994
Flow Traders U.S.
New York
– – -12,617 Closed
GSIAS
995
Garden State Investment Advisory Services
New Jersey
– – -12,599 Closed
LWM
996
Liberty Wealth Management
California
– – -12,494 Closed
ACM
997
AlphaStar Capital Management
North Carolina
– – -12,477 Closed
AT
998
American Trust
Kentucky
– – -12,357 Closed
HWM
999
HB Wealth Management
Georgia
– – -11,860 Closed
AC
1000
Anson Capital
Georgia
– – -11,814 Closed
38 39
40
41 42