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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

801 hedge funds and large institutions have $5.53B invested in iShares Preferred and Income Securities ETF in 2020 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 292 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+13
Holders Change %
+1.65%
% of All Funds
16.46%
Holding in Top 10
48
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20%
% of All Funds
0.99%
New
96
Increased
289
Reduced
292
Closed
74
Calls
$19.3M
Puts
$19.2M
Net Calls
+$76K
Net Calls Change
+$17.5M

Top Buyers

1
CL
Cabana LLC
Arkansas
$103M
2
FIA
Foundations Investment Advisors
Arizona
$87.9M
3
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
$42.6M
4
Wells Fargo
Wells Fargo
California
$331M
5
Goldman Sachs
Goldman Sachs
New York
$62.5M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$0
2
AWM
Affinity Wealth Management
Delaware
$0
3
AC
Athanor Capital
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
126
Powell Investment Advisors
Florida
$5.1M +$193K +5,565 +4%
PCM
127
Palouse Capital Management
Washington
$5.06M -$95.8K -2,767 -2%
GWM
128
Geneos Wealth Management
Colorado
$5.05M -$2.96M -85,747 -37%
FAAS
129
First Allied Advisory Services
California
$4.94M -$56.4K -1,628 -1%
BC
130
Brinker Capital
Pennsylvania
$4.84M +$4.84M +139,812 New
HVIA
131
Hudson Valley Investment Advisors
New York
$4.84M +$31.5K +908 +0.7%
IWA
132
IBEX Wealth Advisors
New Jersey
$4.83M +$405K +11,704 +9%
RBFC
133
Roman Butler Fullerton & Co
Missouri
$4.8M +$215K +6,201 +5%
VFA
134
Voya Financial Advisors
Connecticut
$4.78M -$208K -6,030 -4%
SWP
135
Stratos Wealth Partners
Ohio
$4.77M -$1.16M -33,508 -20%
BC
136
Bartlett & Co
Ohio
$4.75M +$124K +3,588 +3%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$4.75M +$124K +3,588 +3%
KOMWMG
138
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.71M -$583K -16,841 -11%
SIAP
139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.69M +$235K +6,791 +5%
JGIA
140
Jackson Grant Investment Advisers
Connecticut
$4.66M +$269K +7,760 +6%
BFC
141
Blue Fin Capital
Rhode Island
$4.62M -$413K -11,930 -8%
TC
142
TAP Consulting
Missouri
$4.53M +$1.01M +29,224 +29%
DWM
143
Dakota Wealth Management
Florida
$4.49M -$56.1K -1,620 -1%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$4.44M -$135K -3,906 -3%
RA
145
RFG Advisory
Alabama
$4.4M +$45.1K +1,303 +1%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$4.31M – – –
PCIA
147
Prime Capital Investment Advisors
Kansas
$4.25M +$4.64K +134 +0.1%
HFG
148
Heron Financial Group
New York
$4.23M -$363K -10,410 -8%
HWM
149
Howard Wealth Management
Connecticut
$4.21M -$142K -4,094 -3%
Cohen & Steers
150
Cohen & Steers
New York
$4.15M -$9.22M -266,147 -69%
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