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iShares Preferred and Income Securities ETF
PFF

Overview Fund Activity

1,035 hedge funds and large institutions have $6.21B invested in iShares Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 394 increasing their positions, 392 reducing their positions, and 74 closing their positions.

Holders
1,035
Holders Change
+12
Holders Change %
+1.17%
% of All Funds
15.01%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.52%
New
100
Increased
394
Reduced
392
Closed
74
Calls
$14.5M
Puts
$24M
Net Calls
-$9.46M
Net Calls Change
-$9.47M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$181M
2
Bank of America
2
Bank of America
North Carolina
$725M
3
Goldman Sachs
3
Goldman Sachs
New York
$119M
4
GAA
4
Global Assets Advisory
Florida
$82.3M
5
HF
5
HRT Financial
New York
$51.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$444M
2
Cohen & Steers
2
Cohen & Steers
New York
$81.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$52.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
WBG
5
Wharton Business Group
Pennsylvania
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
FGA
126
Fortis Group Advisors
New Jersey
$6.08M 188,726 +186,686 +9,151%
TB
127
Treynor Bancshares
Iowa
$6.06M 187,897 -191 -0.1%
DAS
128
Dynamic Advisor Solutions
Arizona
$6.01M 186,577 -9,093 -5%
BWG
129
Balanced Wealth Group
Ohio
$5.91M 215,219 +10,497 +5%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$5.86M 181,710 -48,450 -21%
QIM
131
Quest Investment Management
Oregon
$5.72M 177,528 – –
Lido Advisors
132
Lido Advisors
California
$5.54M 172,021 +12,148 +8%
WA
133
Waverly Advisors
Alabama
$5.48M 169,918 +105,439 +164%
HFRG
134
Houlihan Financial Resource Group
Virginia
$5.44M 168,879 +1,440 +0.9%
PFS
135
Prospera Financial Services
Texas
$5.36M 166,314 +22,141 +15%
FFA
136
Fragasso Financial Advisors
Pennsylvania
$5.36M 166,159 -12,949 -7%
OPS
137
Orion Portfolio Solutions
Nebraska
$5.34M 165,679 -208,359 -56%
BCI
138
Brinker Capital Investments
Pennsylvania
$5.34M 165,679 -208,359 -56%
BFC
139
Blue Fin Capital
Rhode Island
$5.25M 162,862 +526 +0.3%
LNC
140
Lincoln National Corp
Pennsylvania
$5.24M 162,639 +6,631 +4%
PA
141
Procyon Advisors
Connecticut
$5.15M 159,704 -263,847 -62%
BAM
142
BOS Asset Management
Illinois
$5.12M 158,829 -39 -0%
BHWA
143
Beacon Harbor Wealth Advisors
Virginia
$5.07M 157,153 +124,915 +387%
Prudential Financial
144
Prudential Financial
New Jersey
$5.03M 156,196 -2,616 -2%
CWS
145
Cypress Wealth Services
California
$5M 155,103 -3,073 -2%
KV
146
Kickstand Ventures
New York
$4.97M 154,314 +11,664 +8%
ASFA
147
All Season Financial Advisors
Colorado
$4.93M 152,868 +31,163 +26%
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$4.89M 151,797 +16,236 +12%
HWAM
149
Hennion & Walsh Asset Management
New Jersey
$4.83M 149,767 +4,954 +3%
AWM
150
Apollon Wealth Management
South Carolina
$4.77M 147,906 -2,944 -2%
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