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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

946 hedge funds and large institutions have $4.85B invested in iShares Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 318 increasing their positions, 383 reducing their positions, and 98 closing their positions.

Holders
946
Holders Change
-28
Holders Change %
-2.87%
% of All Funds
15.15%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.54%
New
97
Increased
318
Reduced
383
Closed
98
Calls
$11.7M
Puts
$46.8M
Net Calls
-$35.1M
Net Calls Change
+$22.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$104M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.1M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$30.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$26.6M
5
TCA
5
Taconic Capital Advisors
New York
$15.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$675K
2
AB
2
Aozora Bank
Japan
$139M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.42M
4
Bank of America
4
Bank of America
North Carolina
$500M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$7.09M 227,041 -20,758 -8%
NCM
102
Northside Capital Management
Oregon
$6.75M 216,094 -11,065 -5%
BFG
103
Bleakley Financial Group
New Jersey
$6.54M 209,380 -5,301 -2%
HNB
104
Huntington National Bank
Ohio
– – – –
AWM
105
Angeles Wealth Management
California
$6.46M 206,848 +22,391 +12%
FAP
106
Financial Advisory Partners
Florida
$6.46M 206,801 -4,525 -2%
SWP
107
Stratos Wealth Partners
Ohio
$6.27M 200,838 -34,117 -15%
LCM
108
Liberty Capital Management
Michigan
$6.17M 197,643 -3,250 -2%
QFA
109
Quattro Financial Advisors
Texas
$6.14M 196,731 +196,731 New
EWA
110
EP Wealth Advisors
California
$6.14M 150,450 +139,174 +1,234%
GW
111
GW & Wade
Massachusetts
$5.99M 191,897 +29,656 +18%
Prudential Financial
112
Prudential Financial
New Jersey
$5.75M 184,300 +83,390 +83%
FW
113
FirstPurpose Wealth
Utah
$5.72M 183,353 -1,494 -0.8%
GWM
114
Geneos Wealth Management
Colorado
$5.66M 181,327 +6,373 +4%
QIM
115
Quest Investment Management
Oregon
$5.63M 180,340 – –
TB
116
Treynor Bancshares
Iowa
$5.6M 179,493 +1,612 +0.9%
FCM
117
Fortis Capital Management
Washington
$5.48M 175,500 +157,211 +860%
CWS
118
Cypress Wealth Services
California
$5.42M 173,659 -7,233 -4%
Schroder Investment Management Group
119
Schroder Investment Management Group
United Kingdom
$5.33M 170,602 -23,010 -12%
KC
120
Kades & Cheifetz
Pennsylvania
$5.21M 166,807 +31 +0%
PAS
121
Park Avenue Securities
New York
$5.18M 165,877 -71,448 -30%
PA
122
Parallel Advisors
California
$5.09M 162,906 +145,819 +853%
AWM
123
Apollon Wealth Management
South Carolina
$5.08M 162,679 +18,111 +13%
CAM
124
Cresset Asset Management
Illinois
$5.07M 162,299 -132,954 -45%
HFRG
125
Houlihan Financial Resource Group
Virginia
$5.05M 161,795 +2,779 +2%
3 4
5
6 7