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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

997 hedge funds and large institutions have $5.63B invested in iShares Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 394 reducing their positions, and 93 closing their positions.

Holders
997
Holders Change
-38
Holders Change %
-3.67%
% of All Funds
14.5%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
74
Increased
376
Reduced
394
Closed
93
Calls
$11.7M
Puts
$40.6M
Net Calls
-$28.9M
Net Calls Change
-$19.4M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$49.1M
2
Bank of America
2
Bank of America
North Carolina
$753M
3
RIM
3
Redwood Investment Management
Arizona
$29.3M
4
HWM
4
Horizon Wealth Management
Illinois
$28.1M
5
NYLIM
5
New York Life Investment Management
New York
$21.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$30.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.2M
3
GAA
3
Global Assets Advisory
Florida
$2.67M
4
HF
4
HRT Financial
New York
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
1026
Avantax Planning Partners
Iowa
– – -24,640 Closed
WA
1027
Wealthstar Advisors
Texas
– – -24,019 Closed
VV
1028
Verity & Verity
South Carolina
– – -22,726 Closed
EW
1029
Evoke Wealth
California
– – -18,377 Closed
BTWM
1030
Baker Tilly Wealth Management
Wisconsin
– – -16,304 Closed
HT
1031
HAP Trading
New York
– – -15,963 Closed
Calamos Advisors
1032
Calamos Advisors
Illinois
– – -11,975 Closed
JC
1033
JB Capital
Connecticut
– – -11,719 Closed
MFG
1034
Magnus Financial Group
New York
– – -11,557 Closed
AMM
1035
American Money Management
California
– – -10,675 Closed
EP
1036
Edgestream Partners
New Jersey
– – -10,583 Closed
MCM
1037
Manchester Capital Management
Vermont
– – -10,507 Closed
MGWM
1038
Marks Group Wealth Management
Minnesota
– – -10,269 Closed
PTCG
1039
Pring Turner Capital Group
California
– – -10,220 Closed
HSA
1040
HBK Sorce Advisory
Pennsylvania
– – -9,553 Closed
BFG
1041
Bleakley Financial Group
New Jersey
– – -9,511 Closed
WMA
1042
West Michigan Advisors
Michigan
– – -8,886 Closed
KFGK
1043
Keystone Financial Group (Kentucky)
Kentucky
– – -8,193 Closed
IP
1044
Ignite Planners
California
– – -8,046 Closed
CWM
1045
Connecticut Wealth Management
Connecticut
– – -8,020 Closed
LFS
1046
Legacy Financial Strategies
Kansas
– – -7,787 Closed
NWM
1047
Northwest Wealth Management
Iowa
– – -7,757 Closed
ACP
1048
Aveo Capital Partners
Colorado
– – -7,643 Closed
VCM
1049
Virtue Capital Management
Tennessee
– – -7,642 Closed
BWA
1050
Beam Wealth Advisors
Louisiana
– – -7,554 Closed
40 41
42
43 44