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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 %
IFO
1101
Independent Family Office
New York
– – -7,982 Closed
TIAA Trust, National Association
1102
TIAA Trust, National Association
North Carolina
– – -7,752 Closed
SCM
1103
Sterneck Capital Management
Missouri
– – -7,710 Closed
DIM
1104
DLK Investment Management
California
– – -7,500 Closed
HL
1105
HeadInvest LLC
Maine
– – -7,432 Closed
FWIA
1106
Fort Washington Investment Advisors
Ohio
– – -7,272 Closed
COCM
1107
Charter Oak Capital Management
New Hampshire
– – -7,006 Closed
MAWCM
1108
Mine & Arao Wealth Creation & Management
California
– – -6,942 Closed
DW30
1109
Drucker Wealth 3.0
New Jersey
– – -6,922 Closed
G
1110
GenTrust
Florida
– – -6,899 Closed
RFA
1111
Resurgent Financial Advisors
Georgia
– – -6,840 Closed
AHC
1112
Adell Harriman & Carpenter
Texas
– – -6,575 Closed
SC
1113
Slow Capital
California
– – -6,523 Closed
AA
1114
Advisory Alpha
Michigan
– – -6,272 Closed
OFG
1115
Omega Financial Group
California
– – -6,143 Closed
ATS
1116
Ashton Thomas Securities
New York
– – -6,120 Closed
MPCA
1117
Madison Park Capital Advisors
Washington
– – -6,062 Closed
PCA
1118
Providence Capital Advisors
North Carolina
– – -3,126 Closed
PP
1119
PrairieView Partners
Minnesota
– – -1,375 Closed
JPWM
1120
Jamison Private Wealth Management
Georgia
– – -1,318 Closed
HWA
1121
Heritage Wealth Advisors
Virginia
– – -1,072 Closed
HGA
1122
Hobbs Group Advisors
South Carolina
– – -947 Closed
FAM
1123
Flaharty Asset Management
Florida
– – -853 Closed
UB
1124
UMB Bank
Missouri
– – -650 Closed
WFA
1125
Wells Financial Advisors
Massachusetts
– – -397 Closed
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