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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

956 hedge funds and large institutions have $4.99B invested in iShares Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 317 increasing their positions, 403 reducing their positions, and 74 closing their positions.

Holders
956
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
15.08%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.55%
New
93
Increased
317
Reduced
403
Closed
74
Calls
$14.6M
Puts
$14.9M
Net Calls
-$322K
Net Calls Change
+$34.8M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$540M
2
OPAM
2
Ocean Park Asset Management
California
$33.6M
3
DWM
3
Dakota Wealth Management
Florida
$32.1M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$47.5M
5
Citigroup
5
Citigroup
New York
$26.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$61.6M
2
FMLI
2
Fukoku Mutual Life Insurance
Japan
$17.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$144M
4
QWM
4
Quaker Wealth Management
New Jersey
$0
5
Wells Fargo
5
Wells Fargo
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
126
Atria Investments
North Carolina
$5.96M 192,802 +83,719 +77%
MAWAG
127
Mid-American Wealth Advisory Group
Missouri
$5.96M 192,741 +192,741 New
BWFA
128
Baltimore-Washington Financial Advisors
Maryland
$5.83M 188,397 -38,644 -17%
RWG
129
Ratio Wealth Group
Colorado
$5.58M 180,431 +180,431 New
RA
130
RFG Advisory
Alabama
$5.54M 179,163 +38,624 +27%
TB
131
Treynor Bancshares
Iowa
$5.54M 184,269 +4,776 +3%
QIM
132
Quest Investment Management
Oregon
$5.53M 178,658 -1,682 -0.9%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$5.51M 178,250 -2,815 -2%
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$5.42M 175,090 +4,488 +3%
IWP
135
Invenio Wealth Partners
Florida
$5.3M 171,376 +171,376 New
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$5.25M 169,742 +56,901 +50%
CAM
137
Cresset Asset Management
Illinois
$5.19M 167,897 +5,598 +3%
CWS
138
Cypress Wealth Services
California
$5.17M 168,837 -4,822 -3%
SPIA
139
Steward Partners Investment Advisory
New York
$5.16M 166,889 +35,433 +27%
FW
140
FirstPurpose Wealth
Utah
$5.13M 165,915 -17,438 -10%
KC
141
Kades & Cheifetz
Pennsylvania
$5.07M 164,054 -2,753 -2%
ASN
142
Advisory Services Network
Georgia
$4.91M 158,833 +7,688 +5%
BWA
143
BDO Wealth Advisors
Florida
$4.85M 156,805 -824 -0.5%
AWM
144
Apollon Wealth Management
South Carolina
$4.83M 156,009 -6,670 -4%
GWM
145
Geneos Wealth Management
Colorado
$4.82M 155,969 -25,358 -14%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$4.78M 154,486 – –
PA
147
Parallel Advisors
California
$4.77M 154,117 -8,789 -5%
Renaissance Technologies
148
Renaissance Technologies
New York
$4.71M 152,401 +152,401 New
BAM
149
BOS Asset Management
Illinois
$4.68M 151,375 -87 -0.1%
OA
150
Operose Advisors
Wisconsin
$4.62M 149,223 +10,605 +8%
4 5
6
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