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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 %
KCPG
1001
Kavar Capital Partners Group
Kansas
– – -11,800 Closed
IP
1002
Intellectus Partners
California
– – -10,932 Closed
PCA
1003
Peddock Capital Advisors
Massachusetts
– – -10,269 Closed
CFA
1004
Cahill Financial Advisors
Minnesota
– – -10,062 Closed
PCWA
1005
Pacific Capital Wealth Advisors
California
– – -9,343 Closed
FAM
1006
Flaharty Asset Management
Florida
– – -8,950 Closed
DBT
1007
Dubuque Bank & Trust
Iowa
– – -8,495 Closed
ISWM
1008
Independent Solutions Wealth Management
New York
– – -8,161 Closed
SAS
1009
Stelac Advisory Services
New York
– – -7,944 Closed
EP
1010
Edgestream Partners
New Jersey
– – -7,286 Closed
WCM
1011
Windsor Capital Management
Arizona
– – -6,883 Closed
WP
1012
WealthSpring Partners
California
– – -6,768 Closed
Citadel Advisors
1013
Citadel Advisors
Florida
– – -6,766 Closed
RT
1014
Rockland Trust
Massachusetts
– – -6,715 Closed
CAGAS
1015
Capital Advisory Group Advisory Services
Minnesota
– – -6,636 Closed
AWA
1016
Arkadios Wealth Advisors
Georgia
– – -6,592 Closed
SHGA
1017
Sand Hill Global Advisors
California
– – -6,554 Closed
CSPAM
1018
Cary Street Partners Asset Management
Virginia
– – -5,900 Closed
FCA
1019
Fortis Capital Advisors
Kansas
– – -4,149 Closed
AWM
1020
Activest Wealth Management
Florida
– – -2,482 Closed
CMANY
1021
Capital Management Associates (New York)
New York
– – -2,148 Closed
NHT
1022
New Hampshire Trust
New Hampshire
– – -1,799 Closed
TIM
1023
Tortoise Investment Management
New York
– – -1,600 Closed
JFA
1024
JNBA Financial Advisors
Minnesota
– – -1,312 Closed
PO
1025
Private Ocean
California
– – -1,000 Closed
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