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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 %
DADC
101
D.A. Davidson & Co
Montana
$7.77M 247,216 +32,396 +15%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$7.28M 231,504 +121,683 +111%
SIA
103
SeaBridge Investment Advisors
New Jersey
$7.27M 231,201 +25,860 +13%
Comerica Bank
104
Comerica Bank
Texas
$7.19M 228,714 -5,528 -2%
FSC
105
Full Sail Capital
Oklahoma
$7.18M 228,530 +1,457 +0.6%
MFIM
106
Mesirow Financial Investment Management
Illinois
$7.17M 228,146 +6,018 +3%
GLA
107
Good Life Advisors
Pennsylvania
$7.17M 227,969 -109,625 -32%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$7.15M 227,103 -741 -0.3%
SP
109
Stablepoint Partners
Massachusetts
$7.09M 225,517 +7,554 +3%
PAS
110
Park Avenue Securities
New York
$6.97M 221,524 +36,528 +20%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$6.84M 217,634 -4,572 -2%
FDS
112
Freedom Day Solutions
Texas
$6.84M 217,477 +45,212 +26%
AllianceBernstein
113
AllianceBernstein
Tennessee
$6.74M 214,480 -23,372 -10%
CWM
114
Congress Wealth Management
Massachusetts
$6.72M 213,829 +25,743 +14%
Creative Planning
115
Creative Planning
Kansas
$6.66M 211,944 +16,320 +8%
MWA
116
Moser Wealth Advisors
Washington
$6.65M 211,522 -4,293 -2%
MHIP
117
Mountain Hill Investment Partners
New Jersey
$6.48M 206,095 +206,095 New
ALC
118
Alexander Labrunerie & Co
Missouri
$6.41M 203,820 +98,927 +94%
AWM
119
Angeles Wealth Management
California
$6.29M 200,124 +5,199 +3%
CC
120
Centiva Capital
New York
$6.29M 200,000 +200,000 New
PFS
121
Prospera Financial Services
Texas
$6.23M 198,213 +22,985 +13%
DAS
122
Dynamic Advisor Solutions
Arizona
$6.19M 196,800 +4,595 +2%
RIL
123
Rothschild Investment LLC
Illinois
$6.08M 193,304 -19,682 -9%
BCM
124
Brookstone Capital Management
Illinois
$5.97M 190,022 +59,594 +46%
GL
125
Graypoint LLC
New York
$5.86M 186,246 +84,051 +82%
3 4
5
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